Why AI Rollouts In Finance Keep Stalling
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Every vendor in finance is selling AI right now, and most of the pilots are quietly stalling. In this episode I break down the three failure modes I keep seeing across real finance functions, why each one happens, and the exact set of questions I'd ask before any AI tool ever rolls into your function again. If you've watched an AI pilot go quiet in the last year, or you're staring down a vendor deck right now, this one is for you.
In This Episode- Why "tool first, not job first" kills most AI rollouts before month 3
- The specific question that separates pilots that ship from pilots that stall
- Why the CFO mandate is necessary but not sufficient (and who actually needs to own the build)
- The AI-ready data myth vendors are selling, and what's really the bottleneck
- The 3 questions to ask before any AI tool gets bought in your finance org
"The finance pros who learn to ask these three questions become the people their function relies on when AI is on the table. They become the ones their company can't afford to lose."
Resources Mentioned- Finance AI Insider newsletter (free, prompts, workflows, and tips each week): https://www.f9finance.com/newsletter/
- F9 Finance on YouTube (full episode video plus screen recordings for build episodes): https://www.youtube.com/@f9finance
Mike runs F9 Finance and is a senior finance leader working in the trenches. He writes the Finance AI Insider newsletter and runs the Finance AI Lab community for finance pros learning AI without the hype.
This Week's SponsorThis week's episode is brought to you by Finance AI Lab. One new AI skill. Every two weeks. 15 minutes a day. The Lab is where finance pros build the AI skills that make them the ones their company can't afford to lose. Each roadmap runs ten working days at fifteen minutes each. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/finance-ai-lab/