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Finance transformation resources

Guides for finance leaders modernising the function — benchmarks, the value case, and where AI pays off.

The CFO Roundtable by AIS

Practical guides for finance leaders modernising the function — how to benchmark where you stand, where the value and the AI opportunities actually are, and how to build a costed case to fix what's slowing you down. No vendor hype.

Guides

The finance maturity model: the 5 levels of a finance function →
What separates a manual, spreadsheet-bound finance function from a touchless one — and how to find the one or two areas dragging the rest down.
Month-end close benchmark: how many days should it take? →
A leading group close runs in 1–3 days; many run in 8 or more. Where the days actually go, and the order to compress them in.
Where AI actually pays off in finance →
Beyond the hype: the finance use-cases AI genuinely repays — and why readiness is gated by how mature your process already is.
Finance transformation glossary →
Close, consolidation, FP&A, iXBRL, driver-based planning — the terms that come up when a finance function modernises, defined without the fog.
Finance Function Value: Moving Beyond Cost-to-Serve →
Cost-to-serve tells you what finance costs; a value case tells you what finance is worth — here is how to build one that holds up to scrutiny.

Stop guessing where you stand

The 2-Minute Snapshot scores your whole finance function across six areas, free and with no login — the fastest way to stop reading about it and find out where you stand.

Open the Snapshot →See the Full Report