AI Enabled Finance From FP&A To XP&A
Use Gilles Bonelli's recommendations and research in the guide, together with the AI trained on the recommendations and research.
Augment your team with AI for greater impact, like, forecasting everything that matter in your organisation within 1% accuracy.
Use this AI-enabled guide to adopt the practices that leading organizations are using with Generative AI and increasingly Agentic AI to drive, better sustainable results.
Evolve your Finance and FP&A function (Finance Planning and Analysis) into an XP&A (Expanded Planning and Analysis). This evolution will drive not only better profits (i.e. any financial measure of performance related to profitability), but also better people outcome (i.e. any measure of performance related to attracting and retaining talents in finance and beyond), planet outcomes (i.e. any measure of performance related to ESG including reporting and planning).
Equip yourself and your team with the insights to modernize financial planning processes, integrate advanced analytics, and embrace Agentic AI, Generative AI, and GPT for strategic decision-making. Tailored for CFOs and finance leaders, this eBook guides you in shifting from traditional FP&A to XP&A, enabling you to combine real-time scenario planning, ESG considerations, and automated workflows under one unified framework.
Key outcomes that this AI-Enabled guide supports:
- Elevated FP&A: Transition from static budgets to continuous, dynamic forecasting.
- XP&A Integration: Align finance, operations, and ESG metrics for organization-wide visibility.
- AI-Driven Strategies: Discover how Generative and Agentic AI can refine analytics, automate reporting, and unlock deeper insights.
- Digital Finance Transformation: Learn best practices for modernizing systems, strengthening governance, and securing data integrity.
- On-Demand Guidance: Access a customized GPT assistant—directly available via a private OpenAI link—for immediate application of each chapter’s recommendations.
Whether you’re optimizing quarterly forecasts or reimagining end-to-end finance, this resource offers a clear roadmap—reviewed from a CFO’s perspective to ensure it meets the highest standards of governance and strategic relevance.
AI-Enabled Finance: From FP&A to XP&A
Take your forecasting and reporting to new heights with this in-depth guide to Generative AI, Agentic AI, GPT, and advanced analytics for finance. Perfect for CFOs and finance professionals, this eBook reveals how to evolve from static FP&A to dynamic XP&A, aligning strategic planning with real-time data and ESG goals. Uncover practical steps for legacy system modernization, cloud adoption, and governance to ensure a seamless Digital Finance Transformation. Also included is a customized GPT AI assistant—accessible through a private OpenAI link—providing on-demand support for implementing each chapter’s insights.
Why It Stands Out
- Next-Level Forecasting: Learn to integrate AI-driven models for accurate, real-time planning.
- Cross-Functional XP&A: Break down silos by uniting finance, operations, and sustainability metrics.
- Data & Governance: Strengthen compliance, cybersecurity, and data integrity in one strategic framework.
- Practical Roadmap: Follow clear, CFO-reviewed steps for adopting AI and modernizing finance processes.
Who It’s For
- CFOs and Finance Executives seeking future-proof strategies
- FP&A professionals moving toward XP&A methodologies
- AI Enthusiasts looking to apply Generative AI, GPT, and Agentic AI in finance
- Leaders aiming to enhance ESG reporting, sustainability, and data-driven decision-making
By combining thought leadership, actionable guidance, and a built-in AI assistant, this eBook equips you to deliver streamlined, holistic results in today’s fast-evolving Agentic AI era.
About The Author: Gilles Bonelli FCCA
Gilles Bonelli has made significant contributions in the field of AI-driven financial planning and digital transformation.
Here are some of his notable achievements:
-
CEO Awards, 2024 and 2025: Gilles Bonelli was recognized as the AI-Driven Financial Planning CEO of the Year 2024, and AI-Enabled Finance UK by CEO Monthly in 2025.
-
Multiple Client Recommendations
-
Research cited in the national press and extensive thought leadership
-
Founder and CEO of See The Next Move: Gilles Bonelli founded See The Next Move, a consultancy specializing Agentic AI Training & Consulting: Finance, FP&A to XP&A for Sustainable Business.
-
Advocate for explainable AI in Finance: Gilles Bonelli has been a vocal advocate for the integration of AI in finance, highlighting both the challenges and rewards of AI adoption.
-