Edwy

Finance primer

Finance and Accounting AI Primer

A scaffolded Phase 2 learner journey for finance AI evaluation, audit-grade accounting workflows, close-process assistance, and Henry-adjacent substrate readiness.

For the CFO, Big-Four-firm evaluator, and accounting-firm partner evaluating audit + accounting AI.

Finance ledger, forecast, and review panels connected by governed workflow
Draft for Pooneh review: finance AI work as evidence-backed workflow review.
Primer walkthrough videoRecording in progress
Recording slot. Pooneh and Nima will replace the ID and transcript after recording.

Transcript field ready for curriculum authoring.

8 modules
Test your understandingView Wilfrid course paths
  1. Module 1What AI actually does inside a finance team in 2026For CFOs and finance operators who want plain language before tool demos set expectations.
  2. Module 2How CFOs and audit partners evaluate finance AI toolsFor CFOs, Big Four evaluators, and accounting-firm partners comparing claims against review obligations.
  3. Module 3Why audit-grade matters for accounting AIFor finance and audit leaders who need a practical meaning for audit-grade.
  4. Module 4What SOC 2, SOX, and state CPA board rules mean for AI evaluationFor finance evaluators translating control, assurance, and professional obligations into tool questions.
  5. Module 5Accounting close-process AIFor finance teams comparing newer AI-native workflows with traditional GL-bundled tooling.
  6. Module 6Reading the AI hype cycle for financeFor finance leaders who need to separate real assistance from vapor.
  7. Module 7When AI helps audit work and when it does notFor audit partners and finance teams deciding where assistance is appropriate.
  8. Module 8Where AI literacy needs to grow inside a finance departmentFor CFOs turning executive curiosity into shared finance evaluation discipline.

Finance understanding check

0 of 3 questions completed locally.

1. Finance AI evaluation can ignore handoffs between accounting, audit, and leadership.

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2. Which artifact matters most for audit-grade accounting AI?

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3. Name one close-process support area AI can assist.

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Wilfrid handoff

Go deeper when Wilfrid is ready

Wilfrid is the course tutor we're building for the Finance / accounting vertical. Edwy keeps this public primer lightweight; Wilfrid is where a future learner can practice the topic in depth.

I read all of this - what now?

Read the full Finance primer and want to talk about audit + accounting AI? Get in touch about Henry. We are not yet selling Henry - these primers exist because the substrate is ready to ship something here when Henry is.

Finance and Accounting AI Primer | Edwy