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

Sebastian Perez-Lawrence
AI in Finance Use Cases: Are We Skipping the Basics?

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.

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

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