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CHECKLIST

Ground rules for AI in finance

The steps to put AI to work in finance without losing control, quality or security.

What's inside

AI works in finance when it enters an organised process, starts with a task that has clear rules, and has a person approving the result. Outside that, it only produces mistakes faster. Use this list to put the three rules in place, along with the layer of security that protects the company's data.

  • Rule 1: clean data first4
  • Rule 2: start with reconciliation4
  • Rule 3: AI suggests, you approve4
  • Security and governance4
For whom
CFOs, controllers and finance coordinators who want to bring AI into the routine

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