CFOs & SMEs: technology is moving forward. Is your finance function keeping up?
Augmented accounting, connected tools, AI: discover how to modernise your finance function so you spend less time preparing the numbers and more time steering the business.
Less time rebuilding the numbers. More time to decide.
Your tools are improving, yet you still spend too much time gathering information, checking data and passing files around? This guide helps you identify the foundations to strengthen and the uses to develop.
Three steps to modernise how you steer your finances
An approach to understand what is changing, choose your tools and develop reliable uses.
Usable accounting
Why the quality of your accounting determines how well you can steer the business, and how automation changes the way you work with your chartered accountant.
Tools that talk to each other
How to build your finance stack, decide where Excel fits and choose solutions suited to your company's maturity.To gain visibility, optimize working capital, free up cash…
AI that supports steering
Which uses to explore, which data to check and which controls to keep, to move from a first trial to regular use.
Lessons from the field
Insights from CFOs, business owners and chartered accountants to inform your choices and help you picture your own organisation.That cost SMEs dearly — and how to avoid them in 2026
For finance teams and SME leaders who want to change how they work
This guide is for CFOs, finance and administration managers, business owners and outsourced CFOs who want to structure their finance function, connect their tools better or start using AI in how they steer the business.
It will be particularly useful if your data is scattered, if your reporting relies on manual handling or if you are unsure which tools to put in place. The aim: identify your next step and move forward gradually, based on your company's real needs.
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Which topics does the guide cover?
The guide explores three complementary topics: augmented accounting, building a finance tool stack and using AI. It shows how these three dimensions fit together to improve the reliability of information and the way you steer the business.
Is this guide useful if we already have accounting software?
Yes. Having accounting software is a first step. The guide helps you examine the quality of the data available, how it flows between your tools and how it is used in your analyses, forecasts and reporting.
Do I need to use AI already to read this guide?
No. The AI chapter helps you identify a first specific use, check the data you need and compare the results with your current method before extending its use.
Where should I start to modernise my finance function?
Start with a recurring difficulty: preparing your cash position, updating a report or gathering scattered data. The guide invites you to make the necessary information reliable, review the connections between your tools, then test a limited use whose benefit you can measure.
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