Intelligence & Insights

AI Finance Briefing

What Finance Directors need to know about AI — tools, ERP updates, automation, regulation, and the charity sector. Published by AI Finance Office.

You Said AI Doesn't Have Context. You're Right. Here's What Happens When You Give It Some.

Friday, 9 May 2026

The "no context" objection every CFO has — and why it's solvable
How a persistent knowledge vault changes what AI can do for you
The productivity shift: from one hour to fifteen minutes
Where human judgement still sits — and what AI has actually removed

Read post → 5-min read

Anthropic Goes All-In on Finance, Goldman Deploys & the 7% Problem

Friday, 8 May 2026

Anthropic releases ten finance agent templates and Claude for Excel
Goldman Sachs goes live with Claude agents for reconciliation and compliance
Only 7% of CFOs report strong AI impact despite 60% adoption
Charity Digital: AI adoption in the sector rose from 29% to 38% in one year
EU AI Act high-risk systems deadline confirmed — 2 August 2026
ACCA warns AI is deepening the profession's two-speed divide

Full briefing → 7-min read

Xero OS, MCP Inflection Point & the Adoption Gap

Thursday, 24 April 2026

Xero OS — the platform architecture changes, not just the features
Digits launches the first live accounting MCP server
Goldman Sachs deploys Claude agents for reconciliation and compliance
Only 21% of deployed AI is delivering tangible value (Deloitte)
Fewer than 1 in 4 charities have any AI governance in place
EU AI Act: high-risk compliance deadline is under 100 days away

Full briefing → 7-min read

Claude Cowork Launches & the Finance AI Stack Takes Shape

Saturday, 5 April 2026

Anthropic launches Claude Cowork — persistent AI workspace for finance teams
Xero + Anthropic: JAX targets 80% automated bank reconciliation
SAP AI journal entry automation trained on your own policies
NetSuite 2026.1: Intelligent Close Manager ships
Intuit + Anthropic: QuickBooks queryable through Claude via MCP

Full briefing → 7-min read