Guides
I-Avantage guides on artificial intelligence in finance
These free guides, published by I-Avantage, explain how to scope an AI project, measure its value, organise its steering and choose training, for executives, CFOs, fund partners and accountants. The examples are generic: they name no client, person or tool, and no figure is given without a source.
Updated
The guides
AI training for finance teams: how to choose well
CFOs, private equity, M&A, family offices, accounting firms: what to look for in AI training for finance teams, which format to pick and how to fund it.
Read the guideThe complete guide to scoping an AI project in business
A method for scoping an artificial intelligence project: use case, scope, diagnostic, prioritisation, roles, proof of concept and roadmap.
Read the guideAI in an accounting firm: uses, professional secrecy and organisation
AI in an accounting firm: uses, professional secrecy, responsibility, usage rules and staff training.
Read the guideAI for a family office: consolidation, reporting, confidentiality and governance
What AI can bring to a family office: consolidation, family reporting, opportunity analysis, confidentiality, governance and choice of tools.
Read the guideAI and financial reporting: uses, control and method for the finance department
What AI can bring to financial reporting: uses to examine, reference data, audit trail, human validation and how to choose the first use case.
Read the guideAI in due diligence: uses, confidentiality and method for funds and advisers
How to use AI in due diligence: data room review, extraction, Q&A lists, contract review, confidentiality, validation and pitfalls to avoid.
Read the guideMeasuring the value of AI: indicators, starting point and pitfalls to avoid
A method for measuring the value of an AI project: starting point, baseline, four families of indicators, realised value and pitfalls to avoid.
Read the guideThe role of an AI operating partner: scope, skills and governance
The role of an AI operating partner: responsibilities, skills, modes of engagement, responsibility matrix, AI steering committee and limits.
Read the guideAI glossary for executives and finance departments: forty key notions
The vocabulary of AI explained to executives and CFOs: each notion defined, illustrated and linked to what to check and the risk to watch.
Read the guideFrequently asked questions
Are the guides free?
Yes, they are free to read, with no sign-up.
Who are the guides for?
Executives, CFOs, investment fund partners, family offices and accountants who have to decide on or steer an AI project.
From reading to a project
The first conversation starts from your context. The format proposal comes afterwards.
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