Report

How AI is Transforming FP&A: A Practical Guide to Maturity, Transformation, and Its Evolving Role

How AI is Transforming FP&A: A Practical Guide to Maturity, Transformation, and Its Evolving Role

Pages 37 Pages

AI is transforming Financial Planning & Analysis (FP&A) from a back-office function to a strategic partner. The 2025 FP&A Trends report highlights how AI tools—especially Generative and Agentic AI—are improving forecasting, automating reporting, and enabling scenario modeling. AI adoption jumped from 6% to 47% in one year, with use cases at companies like Microsoft, Vodafone, and the Financial Times. Key shifts include new FP&A roles (e.g., data scientist, architect), integrated tools, and greater reliance on human judgment to validate AI outputs. The FP&A AI Maturity Model offers a roadmap from automation to autonomous finance, emphasizing trust, governance, and continuous learning.

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