Practical writing on finance transformation, controllership, FP&A and applied AI. Browse by subject to find worked examples, implementation ideas and finance controls.
Showing 10 articles
A worked finance example showing how to separate AI investigation from deterministic checks, human approval and ERP posting, and what evidence a controller should retain.
A practical finance control framework for turning a policy or process into a repeatable control with a clear population, rule, exception, owner, action and evidence trail.
Anthropic's agent oversight metrics point to a finance question: how should companies measure the coverage, authority, review latency, escalation and cost of an AI workforce?
As AI agents gain roles, permissions and recurring costs, finance needs to govern their purpose, authority and accountability.
A finance transformation view of carve-outs: accounting, operations, reconciliations, policies, operating model and Day-1 systems readiness must move together.
Rules produce every number, the model writes the story around them, and a named human signs. A practical operating manual for AI-assisted month-end close, the register and the audit file.
A finance process is ready for AI when its inputs, rules, exceptions and escalation paths are clear enough for someone new to operate it with limited supervision.
A practical framework for deciding when finance needs deterministic rules, an AI assistant or a controlled agentic workflow — illustrated through bank reconciliation.
Modern finance operations improve when teams organise work around material exceptions instead of treating every transaction equally.
Month-end performance should be judged by whether balances remain stable, exceptions are resolved and the business trusts the result—not only by the declared close date.