Free E-book
The question isn't whether to use AI in FP&A. It's how.
A practical checklist for putting AI to work across close, forecasting, planning, and board reporting, without inheriting the failure mode.
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What you'll learn
Four moves from cautious to AI-native
Finance held out on AI for good reasons. This is how to adopt it without inheriting the failure mode: a confidently wrong number nobody can trace.
01
Get the foundations right
Where AI earns its place, why every number has to trace to the GL, and how a connected, governed, reconciled data layer makes or breaks every use case.
02
Close and forecast with AI
Use AI where the work is mechanical, treat its commentary as a hypothesis you correct, and demand forecasts that show their drivers and a range.
03
Compress planning, elevate reporting
Reconcile top-down targets against bottom-up builds, and keep the board narrative in the CFO's voice, starting from a sourced first draft, not a blank slide.
04
Redesign the operating model
Shift the team's time from assembly to judgment, organize agents on one governed layer, and place yourself on a three-tier maturity self-assessment.
INSIDE THE E-BOOK
15 questions across four sections
Foundations and Readiness
Where AI earns its place, and why every use case lives or dies on the data layer.
Close and Forecasting
Flux commentary, anomaly flags, driver-based scenarios, and where judgment leads.
Planning and Reporting
Compressing the planning calendar and drafting the board narrative, not just the numbers.
Operating Model and Governance
Redesigning where the team's time goes, the FP&Agent model, and a maturity self-assessment.
AI drafts the first pass. You make the call.
Cube · How to Use AI for FP&A
Who's behind it
Written by the team building the layer
No black-box numbers. No re-keying the same data into five tools. Finance teams with clean, connected data can move from cautious to AI-native in quarters, not years, because the hard part is the data layer, not the model.
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Get How to Use AI for FP&A
The 15 questions to ask before you trust AI with the numbers, across close, forecasting, planning, and governance. Yours in one download.