Description
Where do finance leaders trust AI, and what gives them confidence using it for financial reporting, forecasting, and other important workflows?
Intuit surveyed 2,100 senior finance leaders to explore where AI is being used, what concerns them, and the safeguards that matter most.
In this conversation, Jamerlyn Brown from Intuit's Data Communications team speaks with two construction finance leaders, Lena Stob, Director of Finance and Strategy at Schippers Construction, and Blake Rohm, Controller at Lallier Construction, Inc., about their experiences using AI, the importance of protecting financial data, and why human judgment still matters when the numbers inform business decisions.
Key takeaways:
• Pressure to move faster: 92% of finance leaders say leadership expects faster answers with no drop in accuracy.
• Untapped potential: 76% see a gap between how much AI could help their finance team and how much they use it today.
• Trust varies by workflow: with human review and audit trails in place, 93% are willing to use AI for reporting and close, compared with 48% for lender or bank reporting.
• Privacy comes first: 47% cite data privacy and security concerns as a barrier to deeper AI use.
• What builds confidence: human review and approval (50%), reliable, current company data (48%), and traceability to source data and assumptions (44%).
• From reporting to strategy: 82% agree AI will help finance spend less time reporting on the past and more time shaping what the business does next.
Chapters:
0:00 - Intro: AI safety and privacy
0:38 - Speed vs. accuracy pressures
01:57 - Practical AI finance use cases
04:57 - Caution: payroll and reporting
09:36 - Data security best practices
10:45 - The future of AI in finance
12:08 - Human judgment and accountability
13:34 - Misconceptions about AP and AR
14:12 - Rapid fire: AI best practices
15:01 - Advice: getting started with AI
About this video: The AI Trust Line builds on Intuit's 2026 Future of Finance Report, which found that 77% of finance leaders were not using AI in core finance workflows or were only testing it. This new study goes one layer deeper into AI trust in finance, looking at the safeguards, data, and accountability that shape where finance teams are ready to use AI today and where they still want a person in control.
Read the full AI Trust Line report: https://intuit.me/4eLJvnq
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