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Finance leaders face an existential challenge: how to deliver strategic insights faster while managing lean teams drowning in manual work. Surveys indicate finance professionals spend 75% of their time gathering data rather than analyzing it.
So how does one determine when to use AI for finance and accounting processes, and what role should a human play?
First, a human should always remain in the loop. Like having a junior analyst work on a deliverable, you would never just send off a report and analysis directly to the CEO or board of directors with you first combing through it and refining details.
Consider how common sense, a human-specific trait, is inherently missing from AIand machines, can be the difference to enable humans to remain in control, while getting the most value out of AI tools.
This white paper presents a breakthrough operating model—AI for speed, humans for sense—that positions agentic AI in Financial Planning & Analysis (FP&A) and a human in the loop as the solution to this paradox.
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