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AI in Finance: Your 12-Week Playbook

AI is already helping finance teams work faster and smarter – but most haven't started yet, not because they're uninterested, but because they're unsure where to begin. This practical 12-week playbook gives you a clear path forward with expert guidance designed to deliver measurable results within one quarter.

Get your playbook

Making AI work in finance operations

Most finance teams struggle to begin their AI journey because they're unsure what's safe, where to start, and whether the effort is worth it. This playbook shows you exactly which workflows to start with, how to keep your data secure and how to bring your team along.

What's inside:

  • A complete 12-week roadmap from preparation to embedded workflows

  • Step-by-step guides for three high-impact workflows (AP coding, expense review and month-end commentary)

  • Prompts you can use today with ChatGPT, Claude or your existing tool.

  • Safety guidelines and data protection rules in plain language

  • Training plans to build team confidence and drive adoption

Download it now and turn AI from uncertainty into measurable time savings.

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