全球财务智能化调研报告

Investment Rating - The report indicates a strong positive outlook for AI in finance, with significant adoption and expected growth in usage across various financial functions [6][29]. Core Insights - AI is transforming finance by enhancing efficiency, accuracy, and decision-making capabilities, with 71% of companies currently using AI in finance [28][29]. - The report highlights a clear divide in AI adoption between leaders and other companies, with leaders significantly outperforming in AI usage and ROI [49][74]. - The use of generative AI is gaining traction, with leaders expecting to widely adopt it in financial reporting within three years [103][104]. Research Background - KPMG conducted a survey of 2,900 companies across 23 developed and emerging markets to assess AI usage in finance, expanding from an earlier study of 1,800 companies [8][21]. - The research aims to understand global trends in AI adoption, focusing on various financial areas including accounting, risk management, and tax operations [8][21]. AI Maturity Framework - The AI maturity framework categorizes companies into three groups: 24% leaders, 58% implementers, and 18% beginners, based on their progress in AI usage [14][19]. - Leaders are more likely to have advanced AI capabilities and are investing significantly in AI technologies compared to others [58][62]. Transforming Finance through AI - AI is being utilized across all areas of finance, with accounting and financial planning leading in adoption rates [30][31]. - Companies report benefits such as improved data accuracy, faster decision-making, and reduced costs due to AI implementation [28][29]. How AI Leaders Drive ROI - AI leaders report a higher ROI from AI investments, with 57% stating that their ROI exceeds expectations compared to 25% of beginners [74][75]. - Leaders are more likely to use AI for innovative applications, such as merging AI with blockchain for secure transactions [50][51]. Overcoming Barriers to AI Usage - Common barriers to AI adoption include data security vulnerabilities, lack of skilled personnel, and high implementation costs [81][84]. - Leaders are more proactive in addressing these challenges through investment in training and change management [92][93]. Shifts in Financial Reporting - The report notes significant advancements in AI usage for financial reporting, particularly in countries like Canada, Australia, and Japan [97][98]. - Generative AI is becoming increasingly important in financial reporting, with expectations for widespread adoption in the near future [103][104].