Report

Beyond automation: what finance teams really need from AI

Partner Insights from
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With workloads climbing and headcount flat, finance leaders know AI has to be part of the answer — 90% already have budget allocated, and two-thirds are actively evaluating tools. Knowing where to invest first is another matter entirely.

In a December 2025 survey of 300+ U.S. finance leaders, we asked where AI is delivering real impact on the A/R process, what's holding teams back, and where they're planning to put their 2026 investments. The findings point to six areas that separate the teams seeing ROI from the ones still stuck evaluating.

INSIDE THE REPORT

  • The manual work quietly draining A/R teams
  • Why embedded AI beats bolt-on tools for A/R
  • The six AI priorities for finance leaders in 2026
  • How to keep humans in control as AI takes on more decisions