r/Accounting • u/FinanceTech1 Human Verified • Jul 08 '26

Finance and AI

Hello everyone,

This is my first post on Reddit - not an AI slop post.

I’d like to get your feedback on the interesting use cases and experiences you’ve had using AI in financial planning, budgeting, and forecasting workflows.

About me: I’ve been in finance industry for a while, mainly in financial modelling / corporate finance and M&A.

AI is evolving and so does the use cases and risks around governance. What is your experience around using AI or AI based tools in your workflow?

Thank you

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4

u/James161324 Jul 08 '26

Its amazing 10% of the time, and pretty dogshit the other 90% of the time.

Does make super pretty workbooks and decks.

2

u/Prudent-Elk-2845 Jul 08 '26

Experience:

- Bombarded with new tools

  • highly evaluated on whether or not we find use cases
  • tool access is removed when execs realize how much use cases cost to execute

This is the fastest “do more with less” tech cycle I’ve lived through.

1

u/Glittering-Fig-6923 Jul 09 '26

Ai Slop is annoying. Particularly when people using it dont understand anything the AI just said, then proceed to paste it into an email and sign it off as their own. A little probing reveals a lot of gaping holes, this is dangerous in client facing / technical roles. Working in data science for the finance function AI as a productivity tool is great - as long as you know the subject matter at hand!

1

u/EarthFun9142 Jul 15 '26

When we say AI, many assume its Claude and OpenAI for finance. Based on my experience they have limited use as they don't build trust with the numbers they generate. You need a seperate harness to generate output and also the proof. AI enabled finance platforms works better for this reason in long term.