How FP&A Professionals Use AI to Move from Reporting to Strategy with Carolina Lago

Episode notes

FP&A & AI Software Showcase: Explore Leading Tools FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una- AI. Join us for live demos, insights, and no sales pressure. Register today: Onto this weeks episode In this episode of FP&A Unlocked , Paul Barnhurst speaks with Carolina Lago, founder of Tactic Financial, about the impact of AI on financial planning and analysis (FP&A). Carolina shares her extensive experience in the industry, discusses the power of AI in transforming finance workflows, and explains how AI is amplifying the work of finance professionals rather than replacing them. She delves into her use of AI agents, like Claude, as thinking partners in her work, and gives practical advice for finance teams on leveraging AI for strategic decision-making. Carolina Lago is the founder of Tactic Financial, where she helps FP&A professionals integrate AI into their workflows through hands-on training and practical tools.