Sponsored webcast on June 17th at 1pm ET. Join us for an honest, practitioner-led panel featuring brokers from Mohr Partners and Lease technology experts from insightsoftware. ow.ly/TOzw50Z5K9H

SAP remains a powerful operational system of record, but today’s business demands more from enterprise data than any single ERP platform was designed to support alone. Organizations are increasingly looking for ways to: Connect SAP and non-SAP data Improve access to analytics and BI tools Reduce manual processes Prepare for AI-driven insights At the same time, IT teams are managing ongoing migration timelines and expanding SAP portfolios. This ASUG eBook, produced with @insightsoftware, breaks down six critical data and analytics gaps organizations are working to close, plus practical approaches to addressing them based on your current level of readiness. Whether you’re evaluating your environment or looking for quick wins, this is worth the read. Download the eBook: Complementing SAP: From System of Record to System of Intelligence: asug.com/insights/complement…

NC's next Tech Company of the Year? 🏆 🏆'25 @weareabrigo (inaugural) NC Tech HQ Co. of the year (predecessor): 🏆'24 @Relay_Pro 🏆'23 @bandwidth 🏆'22 @pendoio 🏆'21 @insightsoftware 6/30 → nctech.org/events/Awards/nc-… #NCTECHAwards #Tech #NC #NorthCarolina #Ai

New post from Izenda: New insightsoftware Research Reveals Trust, Not Technology, Is the Biggest Barrier to AI Adoption in Finance #atlantatechnews #technology #community insightsoftware.com/blog/new…

Sponsored webcast on June 17th at 1pm ET. Join us for an honest, practitioner-led panel featuring brokers from Mohr Partners and Lease technology experts from insightsoftware. ow.ly/5mWc50Z5K8A

SAP remains a powerful operational system of record, but today’s business demands more from enterprise data than any single ERP platform was designed to support alone. Organizations are increasingly looking for ways to: Connect SAP and non-SAP data Improve access to analytics and BI tools Reduce manual processes Prepare for AI-driven insights At the same time, IT teams are managing ongoing migration timelines and expanding SAP portfolios. This ASUG eBook, produced with @insightsoftware, breaks down six critical data and analytics gaps organizations are working to close, plus practical approaches to addressing them based on your current level of readiness. Whether you’re evaluating your environment or looking for quick wins, this is worth the read. Download the eBook: Complementing SAP: From System of Record to System of Intelligence: asug.com/insights/complement…

I'm being SHOCKED whenever I look at a demo of FP&A tools!!! The progress they are making is incredible. I really love dashboards and will always use them, but the way AI provides commentary and an action plan based on results is unbelievably good!! Plus, many of them are connected with AI models via Model Context Protocol. On data side have: → Data layers → Data transformation → Semantic mapping → MCP server connectors → LLMs for intelligent data access On output side we have → Action plans → Decision support Truly priceless. Since my audience is mainly in FP&A area, I owe them to present the best tools. Here is a only one piece of content, my selected 20 in this publication, which will be periodically updated. Here is the list: Workday Adaptive Planning IBM Data, AI & Automation Cube insightsoftware Vena Solutions Drivetrain Switch-IO OneStream Software Una AI Centage Anaplan Abacum Pigment Runway Lucanet Prophix Planful Board Jedox Aleph If you want to evaluate or implement new tools either in FP&A or other finance processes, I believe the best way is to attend our CFO AI Nexus, the first AI-Native ExpoSummit for Finance Leaders, held in October. As the organizer, I wanted to help finance leaders cut through the noise with: → 35 learning sessions → 30 tech exhibitors → 15 knowledge partners Apply for registration here: cfoainexus.com/ Two days of amazing experience to help you walk out with exact plan. 𝘕𝘰𝘵𝘪𝘤𝘦: 𝘛𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵. 𝘈𝘭𝘭 𝘳𝘦𝘷𝘪𝘦𝘸𝘴, 𝘳𝘢𝘵𝘪𝘯𝘨𝘴, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳'𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩. 𝘕𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘱𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘷𝘦𝘯𝘥𝘰𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘰𝘧 𝘭𝘪𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.   The list of tools is presented randomly, with no ranking involved.

Two years ago, "AI in finance" was a slide in a deck. This June, it's a live demo. Every major finance platform is running sessions on agentic AI, autonomous close, and AI-native FP&A. I tracked 15 of them — here's the full June calendar in one place: NetSuite — Detect Financial Risks & Anomalies in Real Time with AI June 10 → go.netsuite.com/LP=30238?lea… CFO AI Nexus — Evolve Into an AI-Native Finance Leader June 17 → promo.cfoainexus.com/ AI Finance Club — How to Become an AI CFO June 2 → nicolasboucher.online/op/ai-… Abacum — Getting Your FP&A Transformation Right: Lessons from Real-World Implementations June 23 → abacum.ai/webinars/valuemont Treasury4 — AI x Treasury: Building the AI-Ready Payment Rail June 4 → treasury4.com/decoded-ai-x-t… Pigment — Speed Matters: How Agentic AI Accelerates FP&A June 11 → barc.com/de/webinare/agentic… Vertice — How CFOs Can Optimize Their Tech Stack to Increase Exit Valuations June 9 → vertice.one/events BILL— Introducing BILL Travel June 4 → bill.com/webinars/bill-trave… Jedox— Rolling Forecasts in the Age of AI Agents: Cadence, Drivers & Dependencies June 11 → jedox.com/en/events/rolling-… Ramp — Claude & Excel: A Live-Build Session for Finance & Accounting June 11 → virtual.ramp.com/claude-in-e… Lucanet — Autonomous Finance: How AI Agents Are Transforming Record-to-Report June 8 → lucanet.com/en/resource-hub/… Aleph— Scaling Your Specialty Finance Function in the Age of AI June 16 → getaleph.com/webinars/scalin… insightsoftware — Improve Compliance, Visibility & Control in Your Financial Close June 24 → insightsoftware.com/resource… Ramp — Budgets vs Actuals: How to Build the Most-Used Report in Finance June 25 → virtual.ramp.com/budgets-vs-… Rillet — The Art of AI Prompting in Finance On-demand → rillet.com/webinars/ai-promp… Unit4 — Unit4 Quarterly ERPx Customer Product Update - Q2 2026 June 23  → info.unit4.com/global-exb-er… If you only attend one, make it count. Which would you pick?

2026 best FP&A and Finance Events. What a chance for building relationship and partnering. I’ve mapped out my global roadmap for the year in January, here is updated list for the rest of the year! Targeting the biggest stages in the US, Europe, and the Middle East to connect with the brands and innovators redefining FP&A Let me know if I missed something (I know I did) Here are some of the most popular conferences and expos (full list is given in the visual below): Finance and Accounting Technology Finance Alliance Events Dubai FinTech Summit CFO AI Nexus EPM Summit Gartner Some popular exhibitors/vendors to watch: insightsoftware Vena Solutions Drivetrain Datarails Campfire NetSuite Abacum Pigment Runway Anaplan Prophix Planful Aleph Board Jedox Nilus Xero Intuit SAP Some of the leaders and creators you can't miss (I'm hoping to finally meet some of them in person)! Wassia Kamon, CPA, CMA, MBA Rita Maria Reed, CPA, MBA Lauren Elizabeth Pearl Alex Stojanovic, MSc. Anders Liu-Lindberg Josh Aharonoff, CPA Christian Wattig Nicolas Boucher Paul Barnhurst Soufyan Hamid Glenn Hopper and many others. I know I missed something, let me know what in comments. My question is: What happens when your CEO asks about AI implementation but you don’t have an exact and clear implementation roadmap. See everything in 2 days and start with developing real progress. Join CFO AI Nexus: cfoainexus.com/ Best global speakers. The most innovative solutions. Don’t wait until October, we have limited super early bird tickets. P.S. Are you attending any of these? Drop a comment below or DM me so we can talk about the future of FP&A!

Alongside industry leaders from Qlik, Reltio, and insightsoftware, Strategy's Lauren O'Connor is featured on roundtable style webinar on how organizations are building the next generation of analytics and AI infrastructure. Join us on May 28th at 11 AM PT / 2 PM ET! Reserve your spot today: ow.ly/MIU650Z1LqG #AI #Analytics #DataPlatforms #GenAI #DataEngineering

>후임 CEO는 Acquia와 Insightsoftware의 전 CEO였던 Michael Sullivan임 > Sullivan은 2019년 Vista Equity Partners의 Acquia 10억 달러 인수와 2021년 Hg의 Insightsoftware 10억 달러 투자를 이끈 이력이 있음 에휴 또 private equity야

Every single day brings exciting news about AI development in finance. I’ve just finished reviewing several ERPs and financial close software. I’m happy to share my findings with you, packaged into this visual. Oracle NetSuite – Uses AI connector services to flexibly integrate external AI tools with core financial data, enabling faster analysis and better decision-making. insightsoftware – Lineos AI transforms financial data into actionable insights by automating analysis of growth, profitability, and business drivers. Campfire – Core Accounting with AI to streamline the recording and reconciliation of key numbers and support a clear, reliable close process. What John Glasgow and his team are doing is incredible. FloQast – FloQast AI agents automate the close, reduce manual work, and improve accuracy with intelligent controls and continuous workflows. IRIS CARBON® – I have real demo at recent FATE with Aakanksha Swaminathan IRIS Carbon AI helps maintain accurate, compliant financial reporting and disclosure through automated validation and stronger governance. Workday – Workday Illuminate applies AI and automation across planning, analytics, and finance operations to support enterprise‑scale decision‑making. Finnt – headed by Anji Ismail, Finnt AI agents streamline multi‑entity, multi‑currency close, automate document management, and reduce manual work in financial reporting. Hyperbots Inc. – Agentic AI automates complex finance workflows such as AP/AR, reconciliations, and controls, handling high‑volume tasks at scale. Last but not least, Maxima , had very insightful conversation yesterday with Yogi Goel. This AI‑powered enterprise accounting and compliance platform that automates record‑to‑report processes end‑to‑end with strong controls. The shift is clear: ERPs are evolving from transaction engines into AI-driven finance copilots. The real advantage will not come from adopting AI first — but from embedding it correctly into finance workflows. 𝘕𝘰𝘵𝘪𝘤𝘦: 𝘛𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵. 𝘈𝘭𝘭 𝘳𝘦𝘷𝘪𝘦𝘸𝘴, 𝘳𝘢𝘵𝘪𝘯𝘨𝘴, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳'𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩. 𝘕𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘱𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘷𝘦𝘯𝘥𝘰𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘰𝘧 𝘭𝘪𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. The list of tools is presented randomly, with no ranking involved. Join the first AI-powered ExpoSummit for finance leaders – CFO AI Nexus. Register here: cfoainexus.com/

2026 best FP&A and Finance Events. What a chance for building relationship and partnering. I’ve mapped out my global roadmap for the year in January, here is updated list for the rest of the year! Targeting the biggest stages in the US, Europe, and the Middle East to connect with the brands and innovators redefining FP&A Let me know if I missed something (I know I did) Here are some of the most popular conferences and expos (full list is given in the visual below): Finance and Accounting Technology Finance Alliance Events Dubai FinTech Summit CFO AI Nexus EPM Summit Gartner Some popular exhibitors/vendors to watch: insightsoftware Vena Solutions Drivetrain Datarails Campfire NetSuite Abacum Pigment Runway Anaplan Prophix Planful Aleph Board Jedox Nilus Xero Intuit SAP Some of the leaders and creators you can't miss (I'm hoping to finally meet some of them in person)! Wassia Kamon, CPA, CMA, MBA Rita Maria Reed, CPA, MBA Lauren Elizabeth Pearl Alex Stojanovic, MSc. Anders Liu-Lindberg Josh Aharonoff, CPA Christian Wattig Nicolas Boucher Paul Barnhurst Soufyan Hamid Glenn Hopper and many others. I know I missed something, let me know what in comments. My question is: What happens when your CEO asks about AI implementation but you don’t have an exact and clear implementation roadmap. See everything in 2 days and start with developing real progress. Join CFO AI Nexus: cfoainexus.com/ Best global speakers. The most innovative solutions. Don’t wait until October; we have limited super early bird tickets. P.S. Are you attending any of these? Drop a comment below or DM me so we can talk about the future of FP&A!

The AI revolution in finance is here. Get your Early Bird ticket for CFO AI Nexus at cfoainexus.com/ and lead the change. Two days of pure execution, no hype. Learn how top finance teams are scaling their impact with the latest AI tech. Every single day brings exciting news about AI development in finance. I’ve just finished reviewing several ERPs and financial close software. I’m happy to share my findings with you, packaged into this visual. Oracle NetSuite – Uses AI connector services to flexibly integrate external AI tools with core financial data, enabling faster analysis and better decision-making. insightsoftware – Lineos AI transforms financial data into actionable insights by automating analysis of growth, profitability, and business drivers. Campfire – Core Accounting with AI to streamline the recording and reconciliation of key numbers and support a clear, reliable close process. What John Glasgow and his team are doing is incredible. FloQast – FloQast AI agents automate the close, reduce manual work, and improve accuracy with intelligent controls and continuous workflows. IRIS CARBON® – I have real demo at recent FATE with Aakanksha Swaminathan IRIS Carbon AI helps maintain accurate, compliant financial reporting and disclosure through automated validation and stronger governance. Workday – Workday Illuminate applies AI and automation across planning, analytics, and finance operations to support enterprise‑scale decision‑making. Finnt – headed by Anji Ismail, Finnt AI agents streamline multi‑entity, multi‑currency close, automate document management, and reduce manual work in financial reporting. Hyperbots Inc. – Agentic AI automates complex finance workflows such as AP/AR, reconciliations, and controls, handling high‑volume tasks at scale. Last but not least, Maxima , had very insightful conversation yesterday with Yogi Goel. This AI‑powered enterprise accounting and compliance platform that automates record‑to‑report processes end‑to‑end with strong controls. The shift is clear: ERPs are evolving from transaction engines into AI-driven finance copilots. The real advantage will not come from adopting AI first — but from embedding it correctly into finance workflows. 𝘕𝘰𝘵𝘪𝘤𝘦: 𝘛𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵. 𝘈𝘭𝘭 𝘳𝘦𝘷𝘪𝘦𝘸𝘴, 𝘳𝘢𝘵𝘪𝘯𝘨𝘴, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳'𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩. 𝘕𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘱𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘷𝘦𝘯𝘥𝘰𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘰𝘧 𝘭𝘪𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. The list of tools is presented randomly, with no ranking involved.

Join the first AI-powered ExpoSummit for finance leaders. Early Bird registration is open at CFO AI Nexus bit.ly/4cmJXHP for a limited time. 2026 best FP&A and Finance Events. What a chance for building relationship and partnering. I’ve mapped out my global roadmap for the year! Targeting the biggest stages in the US, Europe, and the Middle East to connect with the brands and innovators redefining FP&A Here are some of the most popular conferences and expos (full list is given in the visual below): Finance and Accounting Technology Finance Alliance Events Dubai FinTech Summit EPM Summit iFX EXPO Finovate Gartner Some popular exhibitors/vendors to watch: insightsoftware Vena Solutions IRIS CARBON® Drivetrain Datarails Campfire NetSuite Abacum Pigment Runway Anaplan Prophix FloQast Planful Aleph Board Jedox Nilus Xero Intuit SAP Some of the leaders and creators you can't miss (I'm hoping to finally meet some of them in person! Wassia Kamon, CPA, CMA, MBA Lauren Elizabeth Pearl Alex Stojanovic, MSc. Anders Liu-Lindberg Josh Aharonoff, CPA Christian Wattig Nicolas Boucher Paul Barnhurst Soufyan Hamid John Sanchez Glenn Hopper Chris Ortega and many others. P.S. I know I missed something, let me know what in comments.

AI Tools & Tech for Finance Leaders. Stop researching. Start implementing. Register here: luma.com/9a71j0cs 2026 best FP&A and Finance Events. What a chance for building relationship and partnering. I’ve mapped out my global roadmap for the year! Targeting the biggest stages in the US, Europe, and the Middle East to connect with the brands and innovators redefining FP&A Here are some of the most popular conferences and expos (full list is given in the visual below): Finance and Accounting Technology Finance Alliance Events Dubai FinTech Summit EPM Summit iFX EXPO Finovate Gartner Some popular exhibitors/vendors to watch: insightsoftware Vena Solutions IRIS CARBON® Drivetrain Datarails Campfire NetSuite Abacum Pigment Runway Anaplan Prophix FloQast Planful Aleph Board Jedox Nilus Xero Intuit SAP Some of the leaders and creators you can't miss (I'm hoping to finally meet some of them in person! Wassia Kamon, CPA, CMA, MBA Lauren Elizabeth Pearl Alex Stojanovic, MSc. Anders Liu-Lindberg Josh Aharonoff, CPA Christian Wattig Nicolas Boucher Paul Barnhurst Soufyan Hamid John Sanchez Glenn Hopper Chris Ortega and many others. P.S. I know I missed something, let me know what in comments. P.P.S. Are you attending any of these? Drop a comment below or DM me so we can talk about the future of FP&A!

Congratulations M/s. INSIGHTSOFTWARE INTERNATIONAL PRIVATE LIMITED! for renewal of license #GrowWithSTPI #DigitalIndia #STPIINDIA #startupindia @AshwiniVaishnaw @JitinPrasada @stpiindia @GoI_MeitY @insightsoftware

𝗖𝗘𝗢: "What's our AI strategy for finance? 𝗖𝗙𝗢: "We've been researching. We're still evaluating options. We think maybe next quarter we'll start a pilot..." 𝗙𝗣&𝗔 𝗛𝗲𝗮𝗱: “We looked into a few forecasting tools. But the outputs had errors. The models hallucinated numbers. We couldn't trust it for board reporting.” 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿: “We're concerned about accuracy. One wrong journal entry from an AI tool and we have an audit finding. We can't afford that risk.” 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁: There are hundreds of tools out there. I don't even know where to start. And the ones I've tried don't integrate with our ERP. 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝗲𝗿: “We can't put our banking data into third-party AI tools. The security risk is too high” Five roles. Five different words. Same problem: 𝗻𝗼𝗯𝗼𝗱𝘆 𝗵𝗮𝘀 𝗮 𝗰𝗹𝗲𝗮𝗿, 𝘁𝗿𝘂𝘀𝘁𝗲𝗱, 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗽𝗮𝘁𝗵 𝗳𝗼𝗿𝘄𝗮𝗿𝗱. And that's not a failure of intelligence. There's too much noise. Too many vendors. Too many promises. Not enough honesty about what works, what doesn't, what it costs, and what the real risks are. That's exactly why I’m doing this LIVE Webinar. This is where your entire finance leadership team gets aligned on one AI strategy: 1️⃣ CFO AI Roadmap - short tools breakdown (pros, const, where appreciable and pricing) 2️⃣ AI in Excel for FP&A and modeling (Claude and ChatGPT), real models showcase 3️⃣ Model context protocol: Connect your ERP or accounting data with AI model and improve decision making for 100% 4️⃣ AI software review per categories: Financial Close, AP/AR Automation, FP&A, M&A 5️⃣ The data security framework Stop researching. Start implementing. Join me on the LIVE session and let’s discuss together. Register here: luma.com/9a71j0cs I had a chance to look demos of few interesting tools at recent FATE conference: Aleph, insightsoftware, NetSuite, Nilus, Drivetrain, Campfire, Tipalti, BILL, Abacum, Tipalti, Sequence, Rippling and others. Let's talk. See you at April 1st!

My nephew Dan started this subreddit for our company @insightsoftware: reddit.com/r/insightsoftware…

Every single day brings exciting news about AI development in finance. I’ve just finished reviewing several ERPs and financial close software. I’m happy to share my findings with you, packaged into this visual. Oracle NetSuite – Uses AI connector services to flexibly integrate external AI tools with core financial data, enabling faster analysis and better decision-making. insightsoftware – Lineos AI transforms financial data into actionable insights by automating analysis of growth, profitability, and business drivers. Campfire – Core Accounting with AI to streamline the recording and reconciliation of key numbers and support a clear, reliable close process. What John Glasgow and his team are doing is incredible. FloQast – FloQast AI agents automate the close, reduce manual work, and improve accuracy with intelligent controls and continuous workflows. IRIS CARBON® – I have real demo at recent FATE with Aakanksha Swaminathan IRIS Carbon AI helps maintain accurate, compliant financial reporting and disclosure through automated validation and stronger governance. Workday – Workday Illuminate applies AI and automation across planning, analytics, and finance operations to support enterprise‑scale decision‑making. Finnt – headed by Anji Ismail, Finnt AI agents streamline multi‑entity, multi‑currency close, automate document management, and reduce manual work in financial reporting. Hyperbots Inc. – Agentic AI automates complex finance workflows such as AP/AR, reconciliations, and controls, handling high‑volume tasks at scale. Last but not least, Maxima , had very insightful conversation yesterday with Yogi Goel. This AI‑powered enterprise accounting and compliance platform that automates record‑to‑report processes end‑to‑end with strong controls. The shift is clear: ERPs are evolving from transaction engines into AI-driven finance copilots. The real advantage will not come from adopting AI first — but from embedding it correctly into finance workflows. 𝘕𝘰𝘵𝘪𝘤𝘦: 𝘛𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵. 𝘈𝘭𝘭 𝘳𝘦𝘷𝘪𝘦𝘸𝘴, 𝘳𝘢𝘵𝘪𝘯𝘨𝘴, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳'𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩. 𝘕𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘱𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘷𝘦𝘯𝘥𝘰𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘰𝘧 𝘭𝘪𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. The list of tools is presented randomly, with no ranking involved.