How CFOs are Actually Using AI
Cutting through the hype to focus on what works inside the office—not just what sells outside of it.
I realized there was a TON of material on how you can build AI into your product roadmap.
How to make more money by adding AI features.
How to price those new features
And what’s the best GTM structure to enable that sale
But there was so little on what we could do to improve efficiency internally.
Today I’m going to walk you through how CFOs are actually using AI — not just the stuff you see in pitch decks or on LinkedIn, but real use cases that are improving operations inside finance teams, and the broader org.
It’s based on real data from CFOs I surveyed.
Many of you have probably felt a temperature change in the board room where the board is trying to sift through who’s best in class within their portfolios at applying AI use cases internally.
And based on the survey I’m about to share with you, 64% of respondents plan to allocate 5–10% of their 2025 opex to AI tools and talent. A sizeable chunk
And 57% expect to see moderate efficiency gains within the next 12 months
BUT
40% aren’t tracking ROI at all. Makes the first part of the equation more difficult, right?
And only 18% have gone org wide and implemented AI workflows across all departments.
So we’re clearly in the early innings, where expectations are outstretching reality.
And there’s a gap. And it’s hard for people to peg if they are ahead or behind. So let’s demystify that today
Here’s a sneak peek of the report (the ENTIRE deck + analysis is available for paid members below):
Below we’ll dig into:
Top three use cases within the org (that you can steal)
Leading vendors as they apply to those specific use cases
The psychology and communication necessitated by these changes