AI in Financial Reporting

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It has been a while since I posted, but I have been getting a lot of questions lately from clients and from my accounting students about the same topic:  Where does AI actually belong in the financial reporting process?  Everyone wants to know if they should be using it, and the honest answer is that it depends a lot on which part of the process you are talking about. I have been working with several clients on this over the last few months, plus I have an upcoming speaking session on AI in reporting, so I thought I would put some of these thoughts together here. For each point, I am also going to push back on myself a little, because I think that is a more useful way to think through this than just picking a side. Where AI is actually helping right now The clearest win I have seen is variance analysis. AI tools are good at scanning through a large number of GL lines and flagging the ones that look different from what history would predict. Think of a vendor payment that...
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DynamicsCon 2025 - Chicago

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I am honored to be presenting at DynamicsCon 2025 in Chicago - May 13 - 16. https://dynamicscon.com/


I have two sessions:

On Wednesday, May 14th at 3:45pm - I am co-presenting with Kent Nielsen.  Our topic is Canvas vs. Model-Driven Power Apps.


On Thursday, May 15th at 9:45am - I am presenting one of my most popular sessions - Getting started with Power Automate for D365 F&SCM.  Even if you have seen this session before, there is some new info on environment variables, building solutions and storing approval information in D365.




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