Why “tool first, not job first” kills most AI rollouts before month 3?

What’s the one question that separates pilots that ship from pilots that stall?

Is the CFO mandate actually enough to get an AI rollout across the finish line?

Every vendor sells AI. Most pilots stall anyway. 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 gets a CFO’s sign-off. 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.

• The three questions to ask before any AI tool gets bought in your finance org
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Excel at AI in Finance is for the finance pro who wants AI to actually hold up under a CFO’s scrutiny, not just look good in a demo. Mike is a senior finance leader breaking down AI tools used in FP&A, reporting, and automation, to cut hours and avoid burnout.