Gen AI in Finance

Transform Your Finance Operations With Generative AI

The Hackett Group^® provides end-to-end generative artificial intelligence (Gen AI) services for finance, covering everything from strategic consulting and AI-readiness assessment to solution design, development, and deployment, helping enterprises unlock measurable value across finance processes. Built for enterprise scale, our Gen AI solutions automate complex processes and support data-driven decision-making, enhancing overall operational reliability.

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Hackett AI XPLR^™ integrates unmatched Digital World Class^® performance data to quantify your Gen AI opportunity, and produce a finance readiness assessment and detailed implementation road map.

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Finance leaders are piloting generative AI for:

52%

Annual planning and forecasting.

48%

Business performance reporting and analysis.

35%

Strategic business planning support.

26%

General accounting and financial close.

Source: Key Issues Study, The Hackett Group^®, 2025.

Our finance Gen AI consulting and development services

Our AI consulting and development services for finance cover everything from planning to solution development. We help you leverage generative AI to improve finance processes, increase efficiency and support better decision-making.

Gen AI strategy development

Our approach involves close collaboration to shape a generative AI strategy that drives impact across priorities such as planning, analysis, compliance and reporting. From evaluating your existing capabilities to identifying high-impact use cases and crafting a scalable road map, our process ensures responsible AI integration aligned with your business goals.

AI readiness and gap assessment

We conduct a comprehensive assessment of your organization’s readiness for generative AI adoption, evaluating dimensions such as technology, workforce, data, governance and security. The assessment identifies gaps in existing capabilities and provides a clear path to address them, ensuring your operating environment is secure, compliant, and ready for AI-led transformation.

Finance use case identification and prioritization

Using Hackett AI XPLR^™, we assess your existing finance workflows, data quality, and AI readiness to identify and prioritize high-impact Gen AI opportunities. Each use case is evaluated based on potential impact, feasibility, and alignment with business objectives, enabling targeted investments that reduce manual effort, improve accuracy, and enhance decision-making across planning, reporting, and compliance.

Data engineering

We build an enterprise-grade data foundation using scalable pipelines on platforms like Databricks and Snowflake. Our end-to-end approach transforms raw financial data – such as transactions, journal entries and operational metrics – into AI-ready assets, while establishing governance frameworks that enable advanced analytics, automation, and decision intelligence.

Custom Gen AI solution development for finance

We develop enterprise-grade Gen AI solutions tailored to finance use cases such as variance analysis, forecasting, audit documentation, task automation, etc. The process begins with a proof of concept (PoC) to assess technical feasibility, data readiness and business relevance. Once validated, we develop a minimum viable product (MVP) to test performance in real-world scenarios. We then scale the solution and integrate it seamlessly with your existing enterprise systems and finance workflows.

AI agent development for finance operations

We develop AI agents to automate finance processes such as budgeting, reconciliation, treasury management, accounts receivable and payable, expense management, and more. These agents operate within your existing finance systems to reduce manual workload, improve accuracy and boost efficiency across key financial workflows.

Monitoring and optimization

We provide post-deployment monitoring, maintenance, and upgrades to ensure your Gen AI solutions for finance remain reliable and relevant. As technology and business needs evolve, we continuously track performance and implement timely enhancements, helping you drive innovation, ensure reliability, and keep pace with change.

Custom Gen AI finance solutions we build

We build Gen AI-powered solutions that automate financial processes, enhance accuracy and optimize decision-making.

Financial planning and analysis (FP&A)

We help finance teams apply Gen AI across financial planning and analysis processes – from budget creation and forecasting to executive reporting. Our tailored solutions analyze variances, draft forecast narratives and deliver real-time updates, enabling faster decision-making, improved accuracy, and shorter planning cycles.

Record-to-report (R2R)

We help you apply Gen AI across the record-to-report process to streamline financial reporting, automate journal entry preparation and accelerate reconciliation workflows. Our solutions generate task checklists, produce consolidation summaries, and draft financial statements and more, reducing manual workload, improving speed, and enhancing audit readiness.

Order-to-cash (O2C)

We enable Gen AI-powered automation across the order-to-cash life cycle – from customer onboarding and credit risk assessment to invoicing, dispute resolution, and collections follow-up. Our solutions can generate account summaries, optimize working capital and cash flow management, and assist in identifying payment risks – reducing manual workload and improving receivables management.

Procure-to-pay (P2P)

We deploy Gen AI solutions to streamline key P2P processes from purchase requisition and purchase order matching to invoice processing and exception handling. Our solutions assist in drafting procurement documentation, flag discrepancies, and simplify supplier communication, reducing cycle times, improving compliance, and lowering operational costs.

Treasury management

We help finance teams leverage Gen AI to improve treasury operations – from maintaining cash balance and liquidity forecasting to debt monitoring and investment support. Our solutions analyze transaction patterns, assess funding needs and generate actionable insights – enabling smarter capital allocation, reduced financial risk, and improved cash flow management.

Compliance

We help you leverage Gen AI to streamline regulatory compliance. This helps to automate activities such as tax calculation and reporting, regulatory filing preparation, policy monitoring, and audit support. Our solutions reduce manual effort, improve accuracy, and help organizations stay compliant with evolving local and global regulatory requirements.

Audit and internal controls

With our Gen AI solutions, you can strengthen audit and internal control activities such as automating documentation review, validating policy adherence and identifying potential control gaps or anomalies. Our solutions generate audit-ready summaries and flag exceptions in financial transactions, reducing manual effort, improving compliance, and enhancing governance and risk oversight.

Featured Research

2026 Finance Key Issues

From AI Promise to Performance: What Top Finance Leaders Are Doing Differently

Finance leaders are turning AI into results in 2026. Discover how top organizations are improving performance as AI reshapes the CFO agenda and scales across core finance processes.

Download eBook

Featured insights

Research

AI Is Rewiring Finance. Will You Lead or Lag?

Navigating the AI journey: From strategy to implementation

Achieving meaningful outcomes with generative AI requires more than experimentation – it demands a clear, structured approach. The Hackett Group^® guides organizations through each stage of the AI journey – from opportunity discovery and use case evaluation to solution development and enterprise deployment. This end-to-end approach ensures business alignment, accelerates execution and delivers measurable, scalable impact.

Discover transformation areas using the AI Taxonomy Explorer
Visualize workflows to spot automation potential
Explore proven, cross-industry use cases
Leverage benchmarking data from 25,000+ studies
Draw inspiration from real-world case studies and AI success stories

Align AI ideas with strategic goals using the AI Effectiveness Tool
Evaluate workflows using AI Hubble to determine AI compatibility and value-fit
Assess readiness across governance, data and skills
Prioritize use cases for impact and value
Leverage prebuilt work plans aligned to AI profiles

Build custom Agents with ZBrain^™ Builder’s low-code interface
Customize prebuilt agents for rapid business deployment
Connect diverse large language models (LLMs) (e.g., GPT-4, Claude) with structured/unstructured data
Automate data transformation with built-in extract, transfer, load (ETL) capabilities
Manage data centrally with an enterprise-ready knowledge base

Run applications on any cloud via ZBrain’s agnostic architecture
Route tasks to the most suitable LLMs
Integrate agents with existing enterprise systems
Improve accuracy with built-in AI tuning functionalities
Refine performance through real-time feedback loops

Our deep expertise across the AI stack

At The Hackett Group^®, we bring specialized expertise across the full AI spectrum – enabling us to strategically select and implement the right technologies to solve your unique challenges and deliver measurable results.

Generative AI

We design and deploy generative AI solutions using foundation models tailored for finance use cases. Our capabilities include Retrieval-Augmented Generation (RAG), prompt engineering, model fine-tuning, domain adaptation and agentic workflows – ensuring solutions are secure, scalable and aligned with business goals.

Machine learning

We leverage statistical and algorithmic approaches to discover patterns and relationships in data. Our expertise encompasses supervised, unsupervised, and reinforcement learning, enabling us to develop robust predictive systems, classification solutions, and anomaly detection capabilities.

Deep learning

We use deep learning to address complex language, vision and forecasting challenges. Our experience with CNNs, RNNs, and Transformer models allows us to deliver advanced solutions that handle multimodal data such as text, images, and audio.

Natural language processing (NLP)

We build NLP solutions that analyze, interpret and generate natural language with contextual depth. Our core capabilities include semantic analysis, entity extraction, sentiment classification and advanced language generation – converting unstructured text into structured, actionable insights.

Data science

Our data science practice delivers interpretable, reliable models using advanced statistical methods. We leverage Bayesian inference, feature engineering and outcome validation to generate insights from complex datasets.

Computer vision

We implement computer vision solutions to analyze and extract meaning from images and videos. Our expertise includes image classification, object detection, segmentation and optical character recognition (OCR) – enabling intelligence from visual data.

Data annotation

We implement scalable data labeling processes essential for supervised learning. Our capabilities include structured annotation processes, built-in quality checks, and specialized tools for labeling text, images, and video – ensuring high-quality training data for accurate, reliable AI model development.

Machine learning operations (MLOps) infrastructure

We build robust operational frameworks to manage the full AI model life cycle. Our expertise spans automated training pipelines, version control, monitoring frameworks and deployment strategies that ensure scalable, governed, high-performing transitions from development to production.

Time series analysis

We apply specialized algorithms to analyze time-based data. Our core strengths include identifying trends, modeling seasonality and generating forecasts – enabling predictive insights for use cases such as demand planning, financial modeling, operations optimization and predictive maintenance.

Our exclusive assets that accelerate your finance organization

At The Hackett Group^®, we offer a suite of proprietary tools designed to expedite and optimize your AI initiatives:

Hackett AI XPLR^™

Utilize Hackett AI XPLR^™ to identify, quantify and prioritize your most promising generative AI opportunities. By integrating our Digital World Class^® performance data, this platform delivers a tailored deployment roadmap unique to your business.

Hackett Connect^®

Access the collective knowledge of leading businesses and our expert practitioners directly from your device. Hackett Connect^® facilitates seamless collaboration and knowledge sharing to support your AI transformation journey.

Quantum Leap^®

Automate benchmarking data collection with Quantum Leap^®, enabling you to effectively identify performance gaps and monitor continuous improvement programs. This platform streamlines benchmarking, providing valuable insights to drive your AI initiatives.

Digital Transformation Platform

Optimize your applications using our digital transformation platform, which offers Hackett-Certified^® best practices, process flows with configuration guidance and performance metrics. This ensures that your AI solutions are built on a foundation of proven methodologies and industry standards.

ZBrain^™

ZBrain^™ is The Hackett Group’s orchestration platform to streamline generative AI integration into organizational operations. It offers leaders a flexible environment to deploy custom generative AI applications and AI agents that can automate time-consuming tasks and improve decision-making across various workflows.

Why partner with The Hackett Group^® ?

Leverage our AI expertise to transform operations, streamline processes and drive growth – setting a new industry benchmark for excellence. Here is why you should partner with us:

Proven Gen AI consulting expertise: Backed by decades of experience in guiding enterprises to adopt and operationalize Gen AI, our experts help finance teams optimize processes, reduce manual workload, and improve decision-making across the finance life cycle.

Robust AI implementation approach: Our structured implementation approach accelerates Gen AI deployment and shortens time-to-value. We help operationalize AI by turning strategy into scalable solutions, delivering measurable outcomes across finance functions.

Benchmark-driven insights: Our recommendations are grounded in proprietary benchmarking data and Digital World Class^® research, enabling evidence-based prioritization and confident Gen AI investment decisions.

Responsible AI practices: We help enterprises implement Gen AI solutions that are ethically sound, compliant with regulatory policies, and aligned with internal guidelines, enabling responsible, transparent decision-making across operations.

Outcome-driven methodology: Every AI initiative is designed with clear, measurable business outcomes, whether it’s increasing productivity, lowering costs, or driving revenue growth. We track return on investment (ROI) across the entire life cycle to ensure each phase contributes meaningful, strategic value to your organization.

Data integrity and compliance: We ensure your data is secure, governed, and AI-ready. Our approach aligns Gen AI initiatives with enterprise architecture, risk protocols and data privacy standards to support trusted, scalable AI adoption.

Change enablement and workforce readiness: We enable sustainable transformation by providing your teams with the skills, tools, and training required to effectively adopt, scale, and manage Gen AI initiatives with confidence.

FAQs

How do you help enterprises adopt and scale generative AI in their finance operations?

We offer end-to-end support – from strategy and use case identification to solution development and enterprise integration. Our proprietary platforms and Digital World-Class^® benchmarks ensure every solution is high-impact, secure, and aligned with finance transformation goals.

What are the benefits of using generative AI in finance?

Generative AI drives significant value by enabling a wide range of capabilities, including:

Automating manual, time-consuming processes
Improving compliance and risk management
Enabling real-time, data-driven decision-making
Reducing operational costs

What finance processes can be automated using generative AI?

From planning to reporting, generative AI can transform a wide spectrum of finance operations, such as:

Planning, budgeting, and forecasting
Business performance reporting
General accounting and financial close
Accounts payable and receivable
Treasury and cash flow management
Payroll and compliance activities

How does The Hackett Group^® customize generative AI capabilities to meet the unique needs of finance teams?

The Hackett Group^® combines proprietary platforms such as Hackett AI XPLR^™ and ZBrain^™ with benchmarking insights from our Digital World-Class® research. This approach allows us to identify high-impact use cases, develop tailored generative AI solutions, and ensure they align with both the operational context and strategic goals of finance organizations – delivering measurable, business-relevant outcomes.

Are your generative AI solutions for finance secure and compliant?

Yes. All Gen AI solutions are developed with enterprise-grade security, governance, and compliance in mind. We ensure financial data is protected, regulations are met and ethical standards are upheld throughout the AI lifecycle.

Do you build custom finance AI agents?

Yes. We develop custom finance AI agents tailored to functions like accounting, billing, treasury and payroll. These agents automate workflows, enhance accuracy and free up teams for more strategic work.

How does The Hackett Group^® ensure generative AI integrates seamlessly with existing finance systems?

Our integration strategy ensures that Gen AI seamlessly connects with your enterprise resource planning (ERP), enterprise performance management (EPM) and other financial systems. This preserves your operational continuity while unlocking new levels of automation and insight.

Ready to transform your finance
operations with generative AI?

Let’s partner to design, build, and scale tailored Gen AI solutions that drive efficiency,
accuracy, and strategic impact – contact us today to get started.