CFO THOUGHT LEADER Finance Leaders Decode AI's Promise - A Planning Aces Episode
9 snips
Aug 31, 2025 In this insightful discussion, Eric Brown, CFO and COO at Cohesity with 30 years of experience, joins two other finance leaders to delve into the transformative power of AI in financial planning. They tackle how AI shifts the focus from simple dashboards to informed decisions. Topics include AI-driven automation of analytics and workflows, the importance of privileged datasets in driving competitive advantage, and the need for robust data governance. The conversation warns against superficial AI applications while emphasizing genuine integration for real organizational impact.
AI Snips
Chapters
Transcript
Episode notes
Agents Democratize Analytics
- Andrew Casey says AI agents will automate analytics and optimize workflows for non-technical users.
- Agents can run continuous experiments and summarize results to speed decisions and personalization.
Automate Routine Finance Tasks
- Deploy AI to automate routine checks like PO-accrual matching and order validation before closing orders.
- Use agents to summarize large disclosures and draft accounting memos to save finance time.
Start With Reconciliations And Onboarding
- Identify manual reconciliation and onboarding tasks as first AI deployment targets.
- Compress lead times and increase accuracy to convert delay into earlier revenue recognition.