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AI in Finance: Your Experience and Priorities

AI is rapidly changing how financial work is performed—but the most useful solutions should support finance professionals, not replace their expertise and judgment.

The CFO Advisory Services is conducting this short survey to understand how CFOs, advisors, accountants, analysts and other finance professionals use AI, where current tools fall short, and what would make AI genuinely valuable.

Estimated completion time: 5 minutes

1. What is your name?

2. What is your email address?

We will only use your email to follow up about this research and related opportunities.

3. Which option best describes your current role?

A
B
C
D
E
F
G
H
I

4. How many years of professional finance experience do you have?

A
B
C
D
E

5. Which financial workflows take up most of your time?

6. What is the biggest challenge you currently experience in these workflows?

7. Which tools do you currently use for financial work?

8. Approximately how much does your organisation or team spend on financial software and tools each month?

A
B
C
D
E
F
G

9. Do you currently use AI for professional financial work?

A
B
C
D
E

15. Where could AI provide the most value in your work?

16. What would an AI tool need to do for you to trust and use it regularly?

17. Would you be interested in testing a finance-focused AI platform free for one month?

A
B
C

18. Would you be open to a 10-minute conversation about your experience?

A
B
C

19. Is there anything else you would like us to know about AI and the future of financial work?