Guides

AI novice to AI guru: Where are you on the learning curve?

Explore the current state of AI adoption in finance, uncover the gap between early adopters and cautious teams, and take a quick quiz to assess your own AI readiness and confidence.

A day in AI

Learn how to unlock practical value from AI by starting with the problems you need to solve. Explore 11 real-world use cases that show how finance professionals are saving time, improving accuracy and accelerating decision-making across their working day.

Your prompt attention: How to talk to your AI companion

Learn how to write better prompts for AI tools by starting simple, adding context and refining your approach. Explore practical techniques to avoid common pitfalls and build a prompt library that saves time and improves results.

Meet my agent: Your introduction to agentic AI

Get to grips with agentic AI and discover how autonomous systems are evolving from helpful assistants to proactive tools that can take action, run tasks and specialise in areas of your finance function. Learn how to spot the difference between true agents and simple automations.

Fun with AI: How to experiment safely

Discover practical ways to learn and experiment with AI, even if your organisation is slow to adopt it. From personal projects and peer communities to steering groups and company-wide initiatives, this chapter shows how curiosity and collaboration can unlock real progress.

AI-wary: The three big risks you need to know about

Learn how to manage the three biggest risks of using AI in finance: data security, hallucinations and fraud. This chapter offers practical advice for protecting sensitive information, spotting unreliable outputs and creating sensible policies that support innovation without compromising trust.

Bots can't lead: The things humans still do best

Explore the uniquely human skills that AI can't replicate, from strategic thinking and creativity to judgment, accountability and relationship-building. Learn how to focus on what you do best while letting technology handle the rest.

The AI afterword: 'It'll make you look fantastic'

Understand how AI is reshaping finance roles and why embracing it now can boost your impact. Learn why it's not cheating to use AI, how to start small, and why curiosity and experimentation are key to staying ahead.

The 7 benefits of true cloud finance software for nonprofits

Changing finance systems can seem like a risky investment of your time and money. This guide will show how a move to the cloud is not only justifiable but essential.