What should AI do for finance teams?

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What should AI do for finance teams?

3 minutes. Tell me where your week goes, what you'd hand off, and what it's worth to you. Everyone who answers gets the results.

Email*

1.What's your role?*

CFO / VP Finance

Head of Finance / Finance Director

Controller

FP&A

Accountant / Bookkeeper

Fractional CFO / Advisor

Founder / CEO

Other

2.Your company's annual revenue?*

Under $5M

$5M–$25M

$25M–$100M

$100M–$500M

$500M+

I advise several companies

3.Where does most of your week go? (pick up to 3)*

Month-end close and reconciliations

Variance commentary and management reporting

Cash forecasting

Collections and chasing invoices

Bill pay and AP

Answering ad-hoc questions from the CEO or leadership

Budgeting and reforecasts

Moving data between systems and spreadsheets

4.If you could hand one recurring task to a reliable assistant tomorrow, what would it be? Why that one?

Characters remaining: 400

5.Idea A: an AI teammate that does recurring finance work in your tools (variance commentary, cash forecast, collections) and hands it to you to review. How useful?*

Not for me

Nice to have

I'd use it every week

I need this now

6.Idea B: an AI assistant your CEO and team can text for numbers (cash, runway, who owes us). Payments and money moves still need your approval. How useful?*

Not for me

Nice to have

I'd use it every week

I need this now

7.If the idea you liked most worked well, what would your team pay per month?*

Nothing, I'd only use a free version

Under $100

$100–$300

$300–$750

$750–$1,500

$1,500+

8.I'm building this with a small founding group. Want in?*

Yes, add me to the early-access list

Yes, and I'm happy to do a 20-minute call

Not right now