AI in Finance

Generative AI for Board Reporting: A Practical Playbook

6 min read

From Data to Narrative

Board reporting has traditionally consumed days of FP&A time. Generative AI is compressing that timeline dramatically.

The Playbook

Feed structured variance data to an LLM
Provide a style guide / tone example
Generate a first draft narrative
Human review and refine

Teams using this approach report 60-70% time savings on board deck prep.

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AI Agents for FP&A: From Copilots to Colleagues

AI in Finance

9 min

AI Agents for FP&A: From Copilots to Colleagues

Autonomous agents are moving from the lab into the planning function. Here's a practical map for finance leaders: where agents create leverage first, the architecture decisions that matter, and the guardrails that keep autonomous execution trustworthy.