Your AI Finance Project Looks Impressive. Repeat It Next Month, Watch It Fail.
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What if the AI win you keep bragging about isn’t actually finished?
Why can a 30% drop in your exception count mean nothing got fixed at all?
What happens when your AI report quietly stops working, and your CFO finds out before you do?
Highlights of EpisodeEighty percent took minutes. The rest took weeks. I’m sharing how I built an AI-assisted reconciliation that looked finished in eleven minutes, then broke the moment I tried to run it again, and what it actually took to make that automation hold up under a CFO’s scrutiny. If you’re an FP&A team already bragging about your AI win, this is the test to run before you promise anyone a repeat performance.
Resources and Links Mentioned- The 20-minute drift test, for checking whether your AI output holds up before your CFO sees it
- The three questions to ask before you promise a delivery date on any AI in finance project
This episode’s sponsor is Finance AI Lab. Members who finish their first four roadmaps get about seven hours a week back. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/lab/
- Contact -> hello@f9finance.com
- Podcast -> https://www.f9finance.com/podcast/
- Connect -> Finance AI Lab, the private community for finance pros learning AI: https://www.f9finance.com/lab/
- Instagram -> @f9finance
- TikTok -> @f9finance
- Resources -> https://www.f9finance.com/ai-library/
- Step 1: Subscribe to our YouTube Channel: https://www.youtube.com/@f9finance/
- Step 2: Get a free set of ready-to-use AI prompts and templates for finance work with the AI Library: https://www.f9finance.com/ai-library/
- Step 3: Ready to launch your finance team into AI? Join the Finance AI Lab: https://www.f9finance.com/lab/
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.