Start with one workflow. Keep the human judgment.

Map the current process

Write down the inputs, decisions, handoffs and final output. Identify delays and repeated copying before choosing a tool.

Choose a bounded pilot

A reporting-pack assembly or exception list can be easier to control than an end-to-end accounting process. Define exactly what success looks like.

Keep approvals explicit

AI can assist with organizing information and drafting commentary. Finance owners should validate sources and approve judgments and releases.

Measure the result

Compare the effort and rework before and after the pilot. Keep a clear log of exceptions so the process improves with experience.