Guide · 9 chapters + 1 bonus · PDF

The CFO’s Guide to transforming finance in the AI era

How finance and accounting departments of SMEs and mid-sized companies deploy AI agents for invoice control, closings, and entries. A method, real cases, and about twenty practitioners sharing their experiences.

Where are you at?

This guide is primarily for CFOs. The transformation happens at all levels of the function. Three reading paths depending on your progress.

You are starting with AI.

Read it in order. The first chapters help understand your and your team's barriers, the roles to establish, and the framework to set. Chapters 1 to 3.

You are convinced but not yet started.

Where the value lies, how to identify your opportunities, how to choose your approach and your agent. Chapters 4 to 6.

You have agents in production.

Proven agent packs, framing, impact measurement. Chapters 7 to 9.

Nicolas Marchais
‍CEO of Phacet

For two years, he and his teams have spent their days with accountants, buyers, controllers, treasurers, and CFOs deploying AI agents in their daily work. He hosts the podcast My First AI.

This guide gathers what they have learned on the ground.

Download the guide

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The CFO’s Guide to transforming finance in the AI era

Contents

Where are you at?

You are starting with AI.

You are convinced but not yet started.

You have agents in production.

The AI CFO guide