AI in Finance Use Cases: Are We Skipping the Basics?

AI in Finance Use Cases: Are We Skipping the Basics?

Sebastian Perez-Lawrence

Feb 19, 2026


We’ve been hearing the same thing from CFOs lately: most AI tools in finance just aren’t there yet with what they are promising.

Why? Because we’re trying to leap to advanced use cases before solving fundamental data and integration issues. The truth is, most financial data isn’t clean, tagged, or even in the same system. It’s scattered across spreadsheets, ERPs, and emails.

Instead of chasing flashy fully automated AI use cases without human intervention, maybe we should start with the “boring” stuff—providing better business context, increasing AI agent visibility and trust, and breaking down data silos. That’s where AI can actually shine today.

Rockhopper is perfectly set up to enable and trust agentic AI inside spreadsheets in the Office of the CFO.


We’ve been hearing the same thing from CFOs lately: most AI tools in finance just aren’t there yet with what they are promising.

Why? Because we’re trying to leap to advanced use cases before solving fundamental data and integration issues. The truth is, most financial data isn’t clean, tagged, or even in the same system. It’s scattered across spreadsheets, ERPs, and emails.

Instead of chasing flashy fully automated AI use cases without human intervention, maybe we should start with the “boring” stuff—providing better business context, increasing AI agent visibility and trust, and breaking down data silos. That’s where AI can actually shine today.

Rockhopper is perfectly set up to enable and trust agentic AI inside spreadsheets in the Office of the CFO.

Office photo of people working

Ready to See How CFO Teams Adopt Greater Trust and Control with their Spreadsheets?

Office photo of people working

Ready to See How CFO Teams Adopt Greater Trust and Control with their Spreadsheets?

Office photo of people working

Ready to See How CFO Teams Adopt Greater Trust and Control with their Spreadsheets?

The spreadsheet control platform Finance Leaders trust. Enterprise-grade review, audit trails, and version control.

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Rockhopper Inc. All right reserved. © 2026

The spreadsheet control platform Finance Leaders trust. Enterprise-grade review, audit trails, and version control.

Sign up for the newsletter to stay up to date.

Rockhopper Inc. All right reserved. © 2026

The spreadsheet control platform Finance Leaders trust. Enterprise-grade review, audit trails, and version control.

Sign up for the newsletter to stay up to date.

Rockhopper Inc. All right reserved. © 2026

The spreadsheet control platform Finance Leaders trust. Enterprise-grade review, audit trails, and version control.

Sign up for the newsletter to stay up to date.

Rockhopper Inc. All right reserved. © 2026