AI在财务规划与分析（FP&A）中的入门指南：实现更大业务影响的实用步骤

Practical Steps Toward Greater Business Impact Table of Contents AI is the doorway to more strategic FP&A and finance The impact of AI on FP&A Practical tips for using AI in FP&A Perform an AI requirements assessmentTake a human-centric approachSecure organizational buy-inRealign FP&A skillsAssess data and security readinessPerform a vendor assessment with a checklist for AI adoption Customer AI story: Team Car Care The future of FP&A with AI AI is the doorwayto more strategicFP&A and finance. The days of relying solely on traditional planning methods arenumbered. Finance and FP&A teams are constantly underpressure to deliver more accurate forecasts, analyze data faster,report more quickly, and respond to changing market conditionswith agility. Enter AI—a game changer that has transformed the way FP&A and financeteams work. From automating repetitive tasks to enhancing forecastingaccuracy, AI empowers finance professionals to focus on what really matters:strategic decision-making. But adopting AI isn’t as simple as flipping a switch. To harness its potential,FP&A teams need a clear roadmap. Whether you’re just starting your journeyor looking to optimize your existing AI initiatives, this eBook guides you throughthe key steps to successfully prepare for and integrate AI into yourplanning processes. The pages ahead explore the tangible impact of AI on FP&A and offer practicaltips for preparing your team and technology to embrace this transformation. The impact of AI on FP&A. AI is redefining the strategic potential of the FP&A team. At its core, AI enhancesefficiency, accuracy, and strategic value, allowing FP&A teams to operate attheir best by: 3. Shifting roles and skills. 1. Automating repetitive tasks. AI takes over the tedious, manual tasks that often consume FP&Aprofessionals’ time, such as variance analysis, identifying data trendsand anomalies in vast datasets, and report generation. With AI handling routine tasks, FP&A professionals can step intomore strategic roles. The focus shifts from crunching numbers tostorytelling—using data to craft compelling narratives that influencedecision-making as well as scenario analysis and enhanced forecasting. For example, instead of manually sifting through large datasheets tofind errors, AI flags anomalies in real time, enabling teams to focus onresolving issues rather than tediously searching for them. Gen AI alsoenables real-time insights with conversational planning capabilitiessimply by prompting a question. 2. Augmenting forecasting accuracy. 4. Driving a new planning paradigm. Traditional forecasting typically relies heavily on manually assessinghistorical data and applying, at times, subjective assumptions. AI,however, uses algorithms to automate and expedite the analysis of vastdatasets to uncover patterns humans might miss and then generatesa forecast baseline from this analysis. AI increases agility. Instead of relying on static annual budgets orinfrequent forecasts, organizations can adopt more dynamic,exception-based planning models and predictive forecasts. The impact of AI on FP&A isn’t just technological—it’s transformational.By embracing these changes, teams can deliver deeper insights anddrive better business outcomes. That means forecasting revenue by factoring in external indicators suchas market trends, labor statistics, customer behavior, and even weatherpatterns enables AI to quickly deliver insights that augment humandecision-making. Practical tips for usingAI in FP&A. 1.Perform an AIrequirements assessment.2.Take a human-centric approach.3.Secure organizational buy-in.4.Realign FP&A skills.5.Assess data and security readiness.6.Perform a vendor assessment witha checklist for AI adoption. As AI capabilities continue to be developed and refined, organizations arereaping significant benefits from its implementation. AI is transforming the workplace with 71% of CFOs reporting increasedproductivity among finance employees, 54% citing improved data utilization inbusiness decisions, and 48% highlighting the generation of insights that enableemployees to focus on higher-level tasks.1 Furthermore, technology trends indicate that 80% of CFOs expect theirorganization to embrace more automation and digital technologies in thecoming years.2 But adopting AI depends on thoughtful preparation. Consider the followingwhen getting your FP&A team and your organization ready for planning with AI. Task 1: Define business goals and assess where AI can bemost impactful. 1. Perform an AIrequirements assessment. Objective: You need to understand your ultimate goals with AI and your progress so far,and what you need to accelerate your journey. Then use this assessment tohelp evaluate your FP&A team’s AI readiness for planning processes. Ensure alignment with your business goals, and identify and prioritize the AIfunctionalities that will be most impactful in meeting these goals. This willassist with your deployment approach and pr