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AI in Financial Planning

Hype or reality?

In this guide, we cover:

  • How AI is used today in planning, analysis and follow-up

  • The most common pitfalls – and how to avoid them

  • What it takes to work reliably, in an automated and data-driven way

  • How you can use AI in your FP&A work

  • How to get started with AI, including example prompts

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