FP&A + AI: Practical Handbook for Artificial Intelligence in Finance

LinkDaniil Bogomazov, Inna Botchkina, Elena Putalova, Lev Selector, Vitalii StinskiiResource

The eBook 'FP&A + AI: How to Work Faster, Smarter, and Deliver More Value' serves as a practical guide for financial planning and analysis professionals. The authors explore how AI can take over repetitive manual tasks such as reconciliations and variance reporting to free up time for strategic decision-making.

Key points

  1. Focuses on relieving analysts of manual reconciliations, data formatting, and routine reporting via AI.
  2. Includes ready-to-use prompts designed for forecasting, variance analysis, and narrative commentary.
  3. Provides a step-by-step rollout framework to test and deploy AI without compromising audit trails.
  4. Outlines six frequent mistakes made by finance teams when adopting AI, including a mitigation checklist.
  5. Designed to work alongside existing environments such as Excel, Power BI, SAP, and Anaplan without requiring data science expertise.

Why it matters

FP&A teams face increasing demands for rapid analysis and strategic insight. The resource provides actionable guidance on integrating AI into standard financial workflows while maintaining data integrity and auditability.

Analysis

Rather than presenting high-level vision statements, the book focuses on practical adoption, detailing where finance hours are lost each month and how prompts can automate mundane documentation. It balances real-world case studies with cautionary examples to guide safe scaling.

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Summary generated by AI (Gemini 3.8 Flash, 27 September 2026). It may contain errors – the original source is authoritative.

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