Secure AI Adoption in Finance
Protect company data without slowing down AI adoption.
AI adoption is happening.Is your finance team in control?
From drafting board reports and analyzing aged debt to preparing forecasts and summarizing financial information, AI tools are becoming part of everyday finance activities. But many organizations are adopting these tools faster than they can establish appropriate controls.
What happens when an employee uploads confidential financial information into an AI tool? Where does that data go? Could it be retained, shared with third parties or used to train an AI model?
Banning AI outright isn’t necessarily the answer. Employees may continue using it without visibility or oversight. Yet allowing unrestricted use creates risks for data security, compliance and financial decision-making. CFOs need a practical way to encourage innovation while protecting sensitive company information.
What’s inside the playbook?
Identify where AI is already being used. Discover five actions to start understanding and managing AI adoption across your finance function.
Understand what happens to your data. Explore ten questions every CFO should ask AI vendors before approving their tools.
Establish appropriate human oversight. Learn how to assess different levels of AI automation and determine where human review is essential.
Build your AI governance action plan. Work through a structured 30-day plan, supported by practical checklists and templates.
From AI uncertainty to confident adoption
Effective AI governance shouldn’t prevent your team from experimenting, improving productivity or developing new capabilities. It should give people the confidence to use approved tools appropriately, understand the risks and recognize when additional controls are required.
The playbook provides a starting point for conversations between Finance, IT, leadership and technology providers, helping you move from informal AI use towards a more structured approach.
Put safe AI adoption into practice
Give your finance team the freedom to innovate, with the controls your business needs. Download the free playbook and start building a safer approach to AI adoption.
