Practical AI for Budgeting & FP&A
Prompts, Workflows, and Use Cases That Ship
A hands-on guide to integrating AI into budgeting, forecasting, and financial planning. 16 chapters covering foundations, quick wins, core workflows, planning, and capability building — plus 7 appendices with templates, prompts, and reference guides.
What you'll learn
- Automate variance analysis and reporting with AI
- Build better forecasts with AI-assisted modeling
- Create budget templates that practically fill themselves
- Streamline month-end close with intelligent workflows
- Get executive buy-in for AI in finance
Included in the Finance AI Operating Kit
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Practical articles from this book's topics
Scenario Planning with AI: Run What-If Analysis Without 20 Spreadsheets
AI lets you generate best, worst, and base case scenarios, run sensitivity analysis, and build board-ready scenario summaries — without maintaining a dozen spreadsheet tabs.
How to Run Variance Analysis in 30 Minutes with AI
Variance analysis is the most time-consuming part of financial reporting. AI can cut a full-day task to 30 minutes by automating the comparison, flagging material items, and drafting root cause narratives.
How to Automate Your Month-End Close with AI
Month-end close is the most predictable crunch in finance. AI can help you automate variance analysis, draft commentary, catch anomalies, and cut days off your close cycle.