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AI Evolution in Finance Drives a Productivity Revolution

/in /by BPM Partners

Sponsored by Prophix

  • This white paper looks at the evolution of AI in CPM and the benefits to Finance at each stage. Agentic AI has the potential to greatly enhance productivity and this report will examine this as well as the ROI implications.
  • Author: BPM Partners
  • Date: September 2025
  • Pages: 14
  • End-user organizations request your copy today by completing the White Papers Request form.
  • Consultants/vendors request your copy today from the Sponsor.

Executive Summary:

Enterprise finance has gone from a focus on machine learning (ML), to generative AI/language models, and now agentic AI.  Each of these three types represents a phase in the adoption and use of AI. Agentic AI enables key financial processes to become highly autonomous, while driving steady advances in efficiency and accuracy, enhancing Finance’s role as an enterprise value creator. Now is an ideal time period for finance teams to implement and test agentic AI.

 

The Importance of AI in Corporate Budgeting, Planning, and Forecasting

/in /by BPM Partners

Sponsored by prevero/Unit4

  • Learn about the benefits AI can bring to budgeting, forecasting, and planning
  • Author: BPM Partners
  • Date: December 2018
  • Pages: 10
  • Now available for Instant Download.

Executive Summary:

Vendors of corporate performance management (CPM) software have begun to recognize the importance of artificial intelligence (AI) capabilities in their products. Nearly all vendors have some AI-based features today, or under development for an upcoming release, but only a select handful have emphasized AI as a strategic, fundamental component. Customers have started to request AI in CPM systems, particularly for its value in predictive analytics and forecasting – which many in Finance already have experience using that predates the use of AI in this area. This white paper focuses on the role of AI in budgeting but some of the discussion is applicable to other areas of CPM and Finance as well. Due to its “high volume, accurate historical records, and quantitative nature”, Finance is well-suited for artificial intelligence.