Short takes on the best recent reporting and research for PE operating partners, portfolio company CFOs, and owners evaluating AI in finance, accounting and IR. Each cite links to the source — read the primary, not just my summary. I update this as useful new pieces publish.
Adoption is broad, ROI is concentrated in redesigned workflows — not pilots. Directly supports the Wave 1 vs pilot argument.
CFOs are moving from reporting to orchestration — AI handles the close while the CFO handles capital allocation and the board.
PE firms that embed AI in portfolio operations see value-creation faster than those that treat AI as an IT project.
Close, FP&A, and controllership are the first three finance towers to automate — in that order. Matches our Wave 1 sequencing.
AI is a drop in the cost of prediction — the payoff comes from redesigning the system around cheaper prediction, not one-off automation.
Practitioner blueprint for immutable audit logging across LLM vendors, agent governance, and policy-as-code — the closest book to building our controls layer yourself.