Can Finance Teams Trust AI? How To Balance Innovation and Data Security

Artificial intelligence is transforming how finance teams operate, promising faster reporting, sharper insights, and huge efficiency gains. Yet for many CFOs and finance leaders, a central question remains: can finance teams truly trust AI with sensitive financial data and critical decisions? In this session, we explore how to unlock AI’s potential while staying firmly in control of risk, governance, and compliance, with a particular focus on real-world experiences from AccountsIQ and GrowCFO.

Bringing together James Hunter (CFO, AccountsIQ), Kevin Appleby (COO & Podcast Host, GrowCFO), Pascal Virmaud (Director of Engineering, AccountsIQ), and Guy Weaver (AI Expert, GrowCFO), the discussion goes beyond hype to look at practical guardrails finance teams need in place. We’ll cover how to safely introduce AI into your finance stack, what good data security looks like in an AI-enabled world, and how to strike the right balance between innovation, control, and trust so that finance leaders can confidently adopt AI without compromising on risk standards.

Highlights:

  • Why AI is becoming essential for modern finance teams, and where it delivers the most value in day-to-day finance operations.
  • The key risks finance leaders worry about—data leakage, model accuracy, and regulatory exposure—and how to mitigate them in practice.
  • How AccountsIQ approaches AI design and engineering to protect financial data while enabling powerful automation and insights.
  • Practical steps for creating an AI usage policy for your finance team, including access controls, data governance, and approval workflows.
  • Real-world examples from GrowCFO and AccountsIQ on using AI to enhance reporting, forecasting, and decision-making without losing human oversight.
  • Guidance from the panel on how CFOs can build trust in AI across their teams, from early experimentation through to enterprise-wide adoption.

 

How Leading Finance Teams Are Reducing Planning Cycles From Days to Seconds

Join Nico Botes and Sunelle Botha from Montego Pet Nutrition, Eric Reyhle from Acterys, and Kevin Appleby from GrowCFO to discover how leading finance teams are cutting planning cycles from days to seconds. In this customer-led session, you’ll see how they replaced spreadsheet chaos with a single version of the truth, enabled real-time scenario modelling, and built AI-ready foundations for modern planning and forecasting using Microsoft Fabric, Power BI and Acterys.

Read More »

AI Masterclass: Practical uses of Claude for finance leaders

Finance leaders don’t need more AI theory – they need results. In this practical masterclass, Pac O’Shea and Kevin Appleby show how to use Claude as a hands-on finance assistant for P&L insights, sharper board packs, and fast scenario models. Walk away with prompts, templates, and repeatable workflows you can apply in your finance team immediately.

Read More »

What It Takes to Scale Through Acquisition

Scaling through acquisition can double the size of your business—but only if your finance systems, controls and culture keep up. In this session, Tim O’Reilly, Ed Mortimer and Kevin Appleby share how Guild Garage Group used Sage Intacct, a unified tech stack and disciplined capital allocation to grow from 0 to 28 partners and $300m in revenue, while staying in control of cash, risk and performance.

Read More »

The Cash Blindspots CFOs Miss in M&A Integration

CFOs pour huge effort into M&A modelling but often miss the cash blindspots that appear once integration begins. In this session, experts from MeasuredValue, Agicap, and GrowCFO reveal how to spot hidden liquidity risks, improve cash visibility across entities, and keep your deal creating value long after it closes.

Read More »

The 5 Finance Tasks CFOs Automate First (And Why)

Learn which 5 finance tasks CFOs automate first—and why. This session with AccountsIQ and GrowCFO explores AP, approvals, banking, intercompany, dimensions, and how to align people, process and tech to get fast wins from finance automation.

Read More »