AI in finance: Getting started

4-step checklist to capitalize on this game-changing technology

Key findings

How to identify strong finance use cases for AI

Who in finance and beyond should lead these projects

What tools help businesses hit the ground running

Summary

C-suites and boards are increasingly asking finance leaders how their teams are using AI, and they’re looking for concrete answers. Use this checklist to identify the first steps you can take to start driving drive real results with AI.

What you'll learn

Find out what actions CFOs and other finance leaders can take to set up early AI initiatives for success.

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Actionable insights

Ramp agents: Let finance teams do finance

Announcing our first set of AI agents, built and trained to think like your sharpest controller and work like a thousand of them—around the clock.

How top finance teams at Hex, Sierra, Quora, and Notion use AI

Discover AI best practices and potential use cases for your own company from finance pros at these cutting-edge tech companies.

The CFO AI digest: July 3

As the volume of AI news explodes each week, it can get hard to spot what really matters. We’re here to cut through the noise and spotlight what counts for finance teams. This week’s stories mark a shift in how AI is being operationalized across finance, infrastructure, and governance. Digital workers are moving from RPA bots to actual agentic teammates. Supply chains are getting smarter, bringing new implications for cost of goods sold (COGS) and risk, as AI-driven optimization changes how teams forecast costs, manage inventory, and model disruptions. Your data is now a tradable asset, and you might be giving it away for free. Compliance is getting more complex, with individual states rolling out their own AI laws. For finance leaders, these stories are a call to re-architect your stack and strategy. Amid disruption lies an opportunity: those who adapt now set the pace for the future.