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Finance Automation – How do we keep ‘humans in the loop’?

October 7, 2025

Over the past 5 years, the spotlight has been on AI and Automation as finance professionals seek to improve process efficiency, keep a lid on headcount and gain more valuable insights.

Most finance professionals acknowledge the need for greater levels of automation, yet there is growing recognition that clever technology can’t do it all.  After all, it is the uniquely human skills — judgment, influence, and the ability to turn numbers into stories — that drive real competitive advantage.

So the question remains: in a world of accelerating automation, what role should humans play? How can CFOs and finance teams strike the right balance between intelligent systems and human expertise?  As we enter a new era of FP&A automation, how do we keep ‘humans in the loop’?

In this 30-minute webinar, Gary Simon, CEO of FSN and Leader of the Modern Finance Forum on LinkedIn will interview Darrell Cox, CFO at Una Software. Together they explore the boundaries between humans and software in modern FP&A processes, including where automation delivers the most value and where human input is irreplaceable. Finally, they consider, how lines may need to be redrawn to keep humans meaningfully in the loop as technology develops.

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