Overview:
Before buying new AI tools, conduct a thorough inventory of the AI capabilities already embedded in your technology stack. This course teaches finance professionals how to audit their existing systems-accounting software, ERP platforms, tax solutions, audit tools, BI platforms, and productivity suites-for hidden AI features that are underutilized or unknown. Participants will learn a structured audit methodology: mapping existing systems, documenting embedded AI capabilities, assessing overlap and redundancy, evaluating user adoption, and identifying the most valuable capabilities to activate immediately.
The course examines how accounting software vendors and ERP providers have embedded AI across their platforms-and how most organizations miss these features entirely. Real-world case studies show finance teams discovering $50K+ in redundant annual subscriptions simply by activating existing embedded AI. The course concludes with a framework for building a stack-level AI strategy: deciding which embedded capabilities to activate, which standalone tools to acquire, and how to integrate them coherently. By course end, participants will have conducted an AI inventory of their own stack.
Areas Covered in the Session:
- AI audit methodology: mapping and cataloging embedded AI across your tech stack
- Identifying hidden AI in accounting systems, ERPs, and tax platforms
- Discovering embedded AI in audit, BI, and productivity tools
- Evaluating overlapping AI functionality: what to keep, what to eliminate
- Quick wins: activating existing AI features at zero cost
- Building a stack-level AI strategy: embedded vs. standalone tools
- Governance, security, and subscription optimization across platforms
Who Will Benefit:
- CFOs
- Controllers
- CPAs
- Finance Leaders
- Accounting Professionals
- Technology Decision-Makers
- Firm Partners
- IT Directors
- Procurement Leaders