CFO Flagship Playbook/Part VII·AI & Transformation

AI for CFOs

Practical AI use cases for FP&A, treasury, risk, board reporting and tax — with governance, prompt libraries and a sanctioned stack.

Use cases across FP&A, treasury, risk, board and tax; governance, prompts and stack.

3 chapters

Chapters

Chapter 1

AI Use-Case Catalogue

A prioritised catalogue of finance AI use cases with value, effort and risk scores guides where to deploy first.

Board & Management Relevance

Anchors AI investment in business value, not hype.

Key Operating Questions

  • ·What are our top 10 use cases by value?
  • ·Which can deploy in 90 days?
  • ·Who owns each use case?

Implementation Checklist

  • ·Run a use-case discovery workshop
  • ·Score every use case for value / effort / risk
  • ·Sequence the 90-day pilot portfolio
Chapter 2

AI Governance for Finance

A model inventory, risk classification, human-in-the-loop policy and review cadence make AI defensible to auditors and regulators.

Board & Management Relevance

Critical to satisfy the Audit Committee and external auditor on AI adoption.

Key Operating Questions

  • ·Do we have a model inventory?
  • ·What is the human-in-the-loop policy?
  • ·How are AI outputs reviewed before they enter the books?

Implementation Checklist

  • ·Stand up the AI Council
  • ·Maintain a model inventory and risk register
  • ·Embed AI governance in the Internal Control framework
Chapter 3

Prompt Libraries & Stack

Curated prompt libraries and a sanctioned AI stack accelerate adoption while controlling data and model risk.

Board & Management Relevance

Operationalises AI in everyday finance work without uncontrolled experimentation.

Key Operating Questions

  • ·Do finance teams have approved prompts for recurring tasks?
  • ·What is the sanctioned model and data stack?
  • ·How do we measure productivity uplift?

Implementation Checklist

  • ·Publish the finance prompt library
  • ·Sanction a model and data stack
  • ·Track productivity KPIs monthly

Recommended Next Action

Translate this part into practice

Run the linked assessment to baseline current state, then use the related toolkits and dashboards to instrument the discipline. Book an advisory session if you want the Outliers team to operate it with you.