人工智能行业：全球财务智能化调研报告

Investment Rating - The report indicates a strong investment outlook for AI in the financial sector, with 71% of companies already using AI and 41% using it at a medium to large scale [24]. Core Insights - AI is transforming financial processes, with significant benefits including improved efficiency, accuracy, and decision-making capabilities [23][24]. - Companies investing in AI are seeing a higher return on investment (ROI), with 57% of leaders reporting returns that exceed expectations [50][57]. - The report highlights a maturity framework categorizing companies into beginners, implementers, and leaders, with 24% identified as leaders [57]. Summary by Sections AI Maturity Framework - The maturity framework assesses AI progress in financial reporting and broader financial functions, categorizing respondents into three groups: beginners (18%), implementers (58%), and leaders (24) [31][57]. - Companies are increasingly allocating a larger portion of their IT budgets to AI, projected to rise from 8.5% to 13.5% over the next three years [21]. AI in Financial Transformation - AI is being adopted across various financial functions, with nearly two-thirds of companies piloting or using AI in accounting and financial planning [24]. - Other areas such as cash management and risk management are also seeing significant AI adoption, with nearly half of companies engaged in these applications [25]. Driving ROI through AI - Leaders in AI report an average of seven benefits from AI usage, compared to two to three benefits reported by beginners [50]. - Key advantages driving ROI include enhanced data accuracy, faster insights, and reduced costs [50][61]. Challenges and Barriers - The report identifies several barriers to AI adoption, including a lack of skills, data security concerns, and high costs [65]. - Companies are encouraged to establish governance frameworks and pilot AI projects to validate ROI before broader implementation [102]. Future Outlook - The report anticipates that the use of generative AI will become a standard in financial reporting, with 95% of leaders expecting to adopt it within three years [98]. - There is a growing expectation for auditors to enhance communication regarding AI, with 51% of leaders desiring more engagement from auditors on AI-related matters [98].