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Topic

AI in Corporate Finance

Machine-learning and generative AI tools used in corporate finance for planning, forecasting, and decision support, aimed at CFOs and FP&A teams.

Current stories

investOne report1 publisher

Manual data fixes consume up to half of senior finance time at 36% of firms FERF surveyed

FERF's survey of 116 finance executives found that at 36% of their organizations, senior staff spend 31% to 50% of their time fixing data by hand. Those are the people who would have to install the AI tools 53% of the firms plan to fund heavily, while only 10% of firms invest aggressively in retraining.

Reality

Evidence40
Adoption15
Hype gap+15
Incentives65
Confidence45
investOne report1 publisher

AWS puts a chatbot in front of its 18-tab deal-pricing spreadsheet

AWS's pricing team turned an 18-tab Excel model for evaluating customer deals into a chatbot, finance chief John Felton told Fortune. It gives pricing staff a plain-language way to question that model inside a $169 billion annualized business.

Publishers:fortune.com

Reality

Evidence35
Adoption25
Hype gap+10
Incentives70
Confidence40
productOne report1 publisher

Claude tops the AI tools finance teams use while finance-built rivals are still emerging

Anthropic's Claude leads finance teams' AI use at 41% in a CFO Connect poll of 215 senior finance staff, where 67% now use AI. Finance-built AI tools are competing with AI features added to the software those teams already run.

Publishers:thenextweb.com

Reality

Evidence40
Adoption62
Hype gap+20
Incentives70
Confidence42
investOne report1 publisher

Bank of America's CashPro now benchmarks clients' payment efficiency against peers

Bank of America added AI peer benchmarking to CashPro, a platform that processed 213 million payments in the first half of 2026. The bank says clients want such tools to free staff from manual work, not to restructure teams, so the firmest number is its payment volume.

Publishers:fortune.com

Reality

Evidence40
Adoption30
Hype gap+15
Incentives70
Confidence55
investOne report1 publisher

A 20-minute Sapien rebuild turned $10M of claimed Carlex EBITDA into a $2M drag

Neo led Sapien at a $180 million valuation with no round size attached, so the figure worth weighing is the $12 million of margin that changed sign inside one Carlex division, on evidence the seller supplied.

Publishers:fortune.com

Reality

Evidence38
Adoption45
Hype gap+32
Incentives72
Confidence44