What CFOs need before letting AI touch the books

Finance leaders aren't asking whether to use AI. They're asking how to prove what an agent did, who owns it when it's wrong, and how to start without exposing the company. Kendell Bryant, who leads the NetSuite ERP practice at Highspring, joins host Jeremy Erwin on the Builder's Hub podcast to walk through what CFOs and CIOs need in place. What you'll learn: ▸ What an auditable path for an AI agent looks like: every action logged, exportable, and printable ▸ Where accountability for AI errors should sit ▸ How a client went from five days of monthly subledger-to-GL reconciliation to about an hour ▸ How to scope an MCP connector narrowly (view access to one object, like the chart of accounts) and expand from there ▸ How agentic workflows can turn meeting transcripts and chat history into SOPs and process flow documentation for audit support and new-hire onboarding CHAPTERS 00:00 Meet Kendell Bryant of Highspring 01:15 The AI risks keeping CFOs up at night 03:00 What traceability means when an AI agent touches financial data 04:15 Who owns it when an AI-assisted financial process goes wrong 05:40 Why risk frameworks matter in finance: audited financials and board reporting 07:37 Why finance and IT need a seat at the table before AI is chosen 09:57 What good AI governance looks like in practice 10:25 Real example: subledger-to-GL reconciliation from five days to one hour 12:06 Start small: scope an MCP connector to view access on the chart of accounts 12:43 Agentic templates and preconfigured MCP servers 13:00 Using agentic workflows to document processes in Lucidchart for audit support 14:48 Capturing tribal knowledge so new hires don't start from scratch 16:00 See us at SuiteWorld! 18:27 AI in finance is a tool, not a doomsday scenario 22:02 What Highspring is building: industry and peer-group IP to ground AI adoption If you're building AI into finance workflows, the order matters: governance and traceability first, a small scoped use case second, then scale. 👉 Get a demo: https://www.celigo.com/request-a-demo/ #Celigo #iPaaS #IntegrationPlatform #BuildersHub #NetSuite #SuiteWorld #AIGovernance #AgenticAI #FinanceAutomation #ModelContextProtocol