AI + Finance
AI should not replace accounting discipline. It should amplify it.
I use AI every week — to analyze, to draft, and to build the tools my team uses. I also spent years as an Assistant Controller, which is why I think about it the way I think about any new process: what could go wrong, who reviews it, and how would we know.
An AI-enabled finance function still requires…
- 01
Accounting knowledge
AI can draft a journal entry. Someone still has to know whether it is the right one.
- 02
Controls
Automated preparation, human approval. Segregation of duties does not disappear because the preparer is software.
- 03
Data quality
A model is only as reliable as the ledger and source data beneath it. Reconcile first.
- 04
Governance
Know which data goes where, what is retained, and who is accountable for the output.
- 05
Financial judgment
AI is good at finding patterns. Deciding which ones matter to the business is still a finance job.
- 06
Human review
Every AI-assisted number that leaves finance has a named person who reviewed it.
Where I apply AI — and the guardrail on each.
AI-assisted FP&A
Analyzing trends, testing assumptions, and working through scenarios and drivers faster — so more of the cycle goes to the conversation about what the numbers mean.
GuardrailEvery figure traces to the ledger or a stated assumption.
Automated management reporting
Reducing the manual assembly of monthly reporting, and drafting first-pass variance commentary for analysts to refine.
GuardrailCommentary is drafted by AI and owned by a person.
AI in accounting
Support for reconciliations, account analysis, policy research, transaction review, and explaining financial reports to non-finance readers.
GuardrailAssists the preparer; never approves.
AI agents in finance
Agents that gather information across systems, run defined analyses, and handle repetitive steps of a finance workflow.
GuardrailNarrow permissions, logged actions, clear hand-off points.
Finance workflow automation
Combining AI with workflow tools such as n8n and system APIs to route documents, extract information, and move work between steps.
GuardrailExceptions surface to a person instead of failing silently.
AI-assisted development
Building internal finance applications — planning, reporting, and analysis tools — far faster than a traditional development cycle would allow.
GuardrailValidated against known results before anyone relies on them.
What I am working on next.
Agentic finance workflows
Where multi-step agents can safely take on close and reporting tasks, and where they should stop and ask.
LLM workflow design
Structuring prompts, context, and review steps so that output is repeatable enough to rely on.
AI governance in finance
Practical control frameworks for AI-assisted preparation, review, and audit evidence.
AI-assisted forecasting
Combining statistical models with language models to explain forecast movements, not only produce them.
n8n automation
Connecting finance systems through workflows that are visible and maintainable by the finance team.
Modern finance analytics
Cloud data platforms and semantic models that let finance own its metric definitions.
Contact
Modernizing finance without loosening what makes it right?
I welcome conversations with finance leaders, executive recruiters, and organizations working on accounting, FP&A, and finance transformation.