Two numbers define finance AI in 2026: 93% of large-company CFOs report AI use, and only 7% report high or very high impact. This playbook is the bridge between them: a three-phase, 90-day plan for finance teams that want measurable value instead of another stalled pilot.
What's inside
- Why finance AI stalls: the five documented failure modes
- How to pick your first three use cases, and the ones that shouldn't go first
- The 90-day plan, phase by phase, with owners and exit criteria
- Approval gates and audit-trail design that survive scrutiny
- What good looks like at day 90: the ten artifacts to hold
- A one-page working checklist of the gates at day 30, 60 and 90
Get the full playbook
The complete playbook, with every source, table and the working checklist, is a free PDF download for signed-in users. (About 3,150 words · 23 sources · content last reviewed July 30, 2026.)