AI: The Lifeline CFOs Have Been Waiting For

Today’s CFOs are frustrated.

They’re expected to be strategic visionaries, making rapid, data-driven decisions that guide their organizations into the future.

Yet, despite spending heavily on technology, CFOs end up with limited returns on their investments. Instead of the dynamic, forward-looking insights they seek, they’re left managing “noise”—an endless stream of reports and data that cloud, rather than clarify, the bigger picture.

They’re also bogged down by:

• Outdated models: When forecasts are built on historical data, rather than real-time, they don’t paint an accurate picture of the future, leading to misguided decisions
• Skill gaps: Finance teams lack specialized data scientists and automation experts, making it hard to pull meaningful insights from data
• Dependency on tech teams: CFOs often depend heavily on other teams to update data, slowing down decision-making

When, really, they crave:

• Real-time, actionable insights: CFOs want immediate access to insights that allow them to make fast, informed decisions
• Predictive analysis: CFOs need the ability to look beyond the numbers and predict future trends. With predictive analysis, they can forecast opportunities and risks, making proactive moves to keep the business one step ahead
• Accurate and complete data: When data is consistently reliable, finance leaders can make decisions with clarity, moving from reacting to leading

To bridge the gap between what CFOs expect and what CFOs get, CFOs need tools that offer clarity and precision without the hassle of sifting through mountains of data. Tools that allow data, technology, and insights to work together in harmony—creating a symphony from all that dissonance.

We’re, of course, talking about AI. And how it has the potential to transform CFOs from reactive reporters into chief prediction officers.

The CFO Actions Hub: Making data work for you

One of the biggest challenges CFOs face is turning data into actionable decisions. Dashboards show what’s happening in the business, but they rarely explain why or what to do next, leading to delayed actions when timing is critical.

The CFO Actions Hub changes that.

Instead of spending hours digging through spreadsheets and dashboards—or asking data teams a question and waiting days to hear back—finance leaders can simply ask the CFO Actions Hub anything they want and receive instant, actionable insights.

Using the power of AI, the CFO Actions Hub provides CFOs with:

• Immediate answers at their fingertips: Finance leaders can now ask questions in plain English. They’ll get instant access to insights, without needing a data team on standby
• Data that tells a story: The CFO Actions Hub translates raw data into clear narratives, so leaders can see the bigger picture and understand not just what happened, but why—and what to do next
• Future-ready planning: CFOs can run real-time simulations and explore “what-if” scenarios to forecast outcomes and guide strategic decisions, proactively shaping the company’s path forward

While the CFO Actions Hub brings insights and predictive abilities to finance leaders, our Agentic AP solution focuses on making everyday operations like accounts payable (AP) smoother and smarter.

Agentic AP: Turning accounts payable into a value-driver

When payments get delayed, it can lead to real setbacks—strained vendor relationships, lost supplier discounts, and cash flow issues that ripple across the organization. By turning AP from a potential bottleneck into a smooth and speedy process, Agentic AP strengthens accuracy, visibility, and reliability, helping CFOs make smarter decisions.

Here’s how:

• Touchless processing: With over 90% of invoices processed automatically, finance teams can access up-to-date AP data, allowing for real-time insights into cash flow and spending patterns
• Smart, accurate matching: By instantly pairing invoices with purchase orders, Agentic AP cuts down on errors, creating reliable, consistent data—a perfect foundation for forecasting
• Early payment discount spotting: With this feature, CFOs can cut costs and set new standards for efficient cash flow management, increasing the bottom line

A new day for finance leaders

For CFOs drowning in data, AI-driven solutions are the lifeline they’ve been waiting for. Gone are the days of relying on outdated models and wading through endless reports, only to be left with more questions than answers. With tools like the CFO Actions Hub and Agentic AP bridging the gap between what CFOs need and what they get, finance leaders can finally cut through the relentless noise and focus on what truly matters: steering the company’s financial future with clarity and precision.