AI in Finance: From Experimentation to Execution

Artificial intelligence and automation are rapidly reshaping the finance function. What once felt experimental is now accessible and increasingly expected. As CFOs plan for 2026, the focus has shifted from whether to adopt AI to how to deploy it in ways that deliver measurable, sustainable value.

CFOs seeing the greatest success with AI are taking a disciplined approach. Rather than attempting broad transformation initiatives, they are identifying specific, high-volume processes where automation can deliver immediate efficiency and accuracy. Areas such as invoice processing, reconciliations, and expense categorization often provide strong early opportunities.

By starting small, finance teams can pilot tools, validate results, and build organizational confidence before scaling. This approach produces credible ROI and reduces risk while creating momentum and clarity around where AI delivers real return.

Technology alone does not guarantee success. CFOs are increasingly focused on governance, data quality, and accountability as foundational elements of any AI initiative. Without clear ownership and reliable data, automation can amplify existing issues rather than solve them.

Leading organizations are establishing frameworks that define data standards, controls, and oversight responsibilities. Aligning governance policy with the data fed to the AI is crucial in creating the guardrails to ensure that AI outputs are auditable and aligned with business objectives.

While efficiency gains are valuable, the long-term impact of AI lies in its ability to enhance insight. Predictive analytics and scenario modeling enable CFOs to anticipate changes in demand, manage risk more proactively, and support faster decision-making.

As automation takes on more of the transactional work, finance professionals find opportunity to shift toward higher-value analysis and advisory roles. CFOs who invest in upskilling their teams ensure that technology strengthens human judgment rather than replacing it.

AI adoption in finance is no longer optional. CFOs who combine disciplined execution, strong governance, and thoughtful talent development will be best positioned to realize its full potential.

Clark Schaefer Hackett works with CFOs to identify high-impact automation opportunities, evaluate technology options, and establish governance structures that support reliable insight. Our advisors help finance leaders move beyond experimentation to execution with confidence.

Connect with CSH to explore how AI and automation can strengthen your finance function heading into 2026.

Written by: Glenn Plunkett