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AI Agents in Finance: What Should CFOs Actually Let Them Do?

September 29, 2026/1 Comment/by Sarah Schlott

There is a meaningful difference between AI helping with Finance and AI doing Finance. We are crossing it. Until fairly recently, most of my conversations about AI in Finance sounded something like this: Can it write the variance commentary? Can it summarize this report? Can it help with the forecast? Can it analyze this file? […]

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How to Measure AI ROI: A Practical Guide for CFOs and Finance Teams

September 29, 2026/1 Comment/by Sarah Schlott

Every company seems to be saving thousands of hours with AI. I would like to know where everyone is keeping them. Because apparently AI wrote the email, summarized the meeting, analyzed the data, drafted the presentation and saved Brenda six hours on Tuesday. Fantastic. What happened Wednesday? I ask because companies are getting very good […]

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AI in FP&A: Can You Trust an AI-Generated Financial Forecast?

September 29, 2026/1 Comment/by Sarah Schlott

I wouldn’t have written this article a few years ago. Mostly because nobody was asking me whether I trusted the financial forecast built by a robot. Finance has changed. Now AI can analyze historical results, identify patterns, generate baseline forecasts, flag anomalies, help build scenarios and explain variances. Some newer systems are moving toward something […]

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The Quiet Revolution: AI in FP&A 2025

October 19, 2025/1 Comment/by Sarah Schlott

The most useful AI conversation in FP&A has changed. A year ago, a lot of the discussion was still about whether AI could write a formula, summarize a variance or save someone fifteen minutes in Excel. Those uses are fine. They are also the least interesting part now. The question I care about is what […]

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The Hidden Cost of “Free” AI: What You’re Really Trading Away

October 4, 2025/1 Comment/by Sarah Schlott

Just read a LinkedIn post from: Kai Blakeborough That started with … “If you’re using an AI tool for free, you’re not the customer.You’re the product.” – Kai Blakeborough That’s not cynicism — it’s the modern business model. This week proved it beyond doubt: Meta announced plans to serve ads based on what users say […]

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CFO Declares “Strategic Finance” Mission Accomplished After Attending 1 AI Webinar

June 9, 2025/1 Comment/by Sarah Schlott

It happened last Thursday. Around 3:47 PM. Somewhere between the third slide on “AI-powered FP&A automation” and the host’s pitch for a trial subscription, a CFO stood up from their Herman Miller chair, stared blankly out the window like a prophet seeing the void, and declared: “We’re done here. Strategic finance: mission accomplished.” No one […]

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Sarah Schlott

FP&A consulting, forecasting, accounting support and finance strategy for CFOs and growing finance teams.

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