Which finance process improved most with AI or automation?

Tom Steer

Chief Financial Officer · Sokin

Financial Close Reporting

Tom Steer points to financial close reporting as the finance process AI improves, bringing workday zero and workday one close to reality—the only way his team has gotten close—so they can share the business's state sooner.

Patrick Villanova

Chief Financial Officer · Blackline

Cash Flow

Patrick Villanova says his team uses AI agents for cash flows, doing them better and faster with more information coming in.

The answer starts at 11:07.

Philip D. Fracassa

EVP & Chief Financial Officer · Magna International

Payroll and Accounts Payable

Philip D. Fracassa cites payroll and accounts payable, where an agent helps queue help and service requests, saying it makes responses more efficient and responsive.

Claire Bramley

Chief Financial Officer · Xero

Investor Relations

Claire Bramley says investor relations was one of the quick wins for AI in her finance teams, citing the volume of analyst benchmarking data, sentiment and potential questions, and how her script would be interpreted by the models.

Samantha Greenberg

Chief Financial Officer · AlphaSense

Forecasting

Samantha Greenberg says forecasting is the most powerful finance process for her, because combining data science with fundamental processes gives real-time visibility and actionable insights.