AI in Finance: Trust Gaps, ROI Wins, and What’s Next

The State of AI in Finance: Exploring the AI Trust Gap

A Tipalti-sponsored survey of 500 finance professionals across the US, Canada, and the UK reveals a trust gap regarding the adoption of AI. The findings are clear: while 98% of professionals view AI implementation as important and 55% express extreme optimism about its potential benefits, 48% are concerned about the risks of using AI. 

Finance professionals shared their perspectives on how the finance function is adopting AI, where they’re gleaning the most value from it, and how finance professionals themselves envision the future of their own work in the era of AI. The biggest concerns focus on trust, things like data privacy and security, making sure AI works well with legacy systems, and seeing and understanding where the underlying data comes from. 

AI and Finance Teams: Concerns, Adoption, and the Future

• 98% say AI improves work quality
• 61% can quantify the ROI of AI in their workflows
• 52% still seek stronger governance frameworks
• 31% remain concerned about data privacy and compliance
• 45% want improved data lineage and quality controls

Whether you’re exploring AI, implementing solutions, or expanding adoption, this data-backed report offers the insights finance leaders need to make informed, strategic decisions.

See how your peers are navigating this moment—and where finance is headed next.