7 Strategic Jujitsu Moves To Turn AI Finance Transformations Into Wins
And Why Most CFOs’ AI Transformations Fail in 90 Days
And Why Most CFOs’ AI Transformations Fail in 90 Days
And Why Most CFOs’ AI Transformations Fail in 90 Days
#1 Jujitsu Move
Kill Your Worst Spreadsheet First
Start small,
finish loudly.
Pick one visible win — like automating bank recs or flux reporting — and make it public. Celebrate it.
Culture shifts faster when wins are obvious and weekends get restored.
A smart transformation partner can help pinpoint those early, high-impact wins and reinforce them with data-driven proof.
The Challenge
Spreadsheets feel safe, familiar, and quietly powerful, but they anchor teams to manual chaos.
Source : Maximor AI Survey conducted by Wakefield research
77
%
Of CFOS still struggle with manual reporting.
#1 Jujitsu Move
Kill Your Worst Spreadsheet First
Start small,
finish loudly.
Pick one visible win — like automating bank recs or flux reporting — and make it public. Celebrate it.
Culture shifts faster when wins are obvious and weekends get restored.
A smart transformation partner can help pinpoint those early, high-impact wins and reinforce them with data-driven proof.
The Challenge
Spreadsheets feel safe, familiar, and quietly powerful, but they anchor teams to manual chaos.
Source : Maximor AI Survey conducted by Wakefield research
77
%
Of CFOS still struggle with manual reporting.
#1 Jujitsu Move
Kill Your Worst Spreadsheet First
Start small,
finish loudly.
Pick one visible win — like automating bank recs or flux reporting — and make it public. Celebrate it.
Culture shifts faster when wins are obvious and weekends get restored.
A smart transformation partner can help pinpoint those early, high-impact wins and reinforce them with data-driven proof.
The Challenge
Spreadsheets feel safe, familiar, and quietly powerful, but they anchor teams to manual chaos.
77
%
Of CFOS still struggle with manual reporting.
Source : Maximor AI Survey conducted by Wakefield research
#2 Jujitsu Move
Slow Down to 99.9% Accuracy
Trade velocity
for veracity.
Build checkpoints that prove AI outputs before they post. Measure “error-free automations”
A reliable implementation partner helps maintain balance between speed and accuracy, ensuring audit-grade reliability and CFO-level oversight.
The Challenge
A 5-day close means nothing if your data is wrong. Validate Al outputs and measure error-free automation.
Source : Maximor AI Survey conducted by Wakefield research
86
%
of CFOs have encountered inaccurate or hallucinated Al data
#2 Jujitsu Move
Slow Down to 99.9% Accuracy
Trade velocity
for veracity.
Build checkpoints that prove AI outputs before they post. Measure “error-free automations”
A reliable implementation partner helps maintain balance between speed and accuracy, ensuring audit-grade reliability and CFO-level oversight.
The Challenge
A 5-day close means nothing if your data is wrong. Validate Al outputs and measure error-free automation.
Source : Maximor AI Survey conducted by Wakefield research
86
%
of CFOs have encountered inaccurate or hallucinated Al data
#2 Jujitsu Move
Slow Down to 99.9% Accuracy
Trade velocity
for veracity.
Build checkpoints that prove AI outputs before they post. Measure “error-free automations”
A reliable implementation partner helps maintain balance between speed and accuracy, ensuring audit-grade reliability and CFO-level oversight.
The Challenge
A 5-day close means nothing if your data is wrong. Validate Al outputs and measure error-free automation.
86
%
of CFOs have encountered inaccurate or hallucinated Al data
Source : Maximor AI Survey conducted by Wakefield research
#3 Jujitsu Move
Keep Humans in the Loop
Design
human-in-the-loop
workflows
Let AI handle grunt work, but make humans the governors of context and judgment. Confidence grows with visibility.
The best AI implementations blend human review into automation design, merging trust and technology — not replacing one with the other.
The Challenge
Finance without judgment is like self-driving in a snowstorm. Keep oversight in the loop.
Source : Maximor AI Survey conducted by Wakefield research
67
%
CFOs feel it’s extremely or very critical to have “a human in the loop” to ensure data accuracy in accounting.
#3 Jujitsu Move
Keep Humans in the Loop
Design
human-in-the-loop
workflows
Let AI handle grunt work, but make humans the governors of context and judgment. Confidence grows with visibility.
The best AI implementations blend human review into automation design, merging trust and technology — not replacing one with the other.
The Challenge
Finance without judgment is like self-driving in a snowstorm. Keep oversight in the loop.
Source : Maximor AI Survey conducted by Wakefield research
67
%
CFOs feel it’s extremely or very critical to have “a human in the loop” to ensure data accuracy in accounting.
#3 Jujitsu Move
Keep Humans in the Loop
Design
human-in-the-loop
workflows
Let AI handle grunt work, but make humans the governors of context and judgment. Confidence grows with visibility.
The best AI implementations blend human review into automation design, merging trust and technology — not replacing one with the other.
The Challenge
Finance without judgment is like self-driving in a snowstorm. Keep oversight in the loop.
67
%
CFOs feel it’s extremely or very critical to have “a human in the loop” to ensure data accuracy in accounting.
Source : Maximor AI Survey conducted by Wakefield research
#4 Jujitsu Move
Don’t Rip and Replace. Orchestrate.
Integrate before
you innovate
Create one orchestration layer that unifies cash, close, and revenue. One truth beats seven dashboards.
A good automation ally helps CFOs connect the dots — integrating fragmented tools into a single, reliable workflow that actually works.
The Challenge
Instead of rebuilding from scratch, connect systems for one version of truth.
Source : Maximor AI Survey conducted by Wakefield research
40
%
of CFOs only have fully integrated AI into their company’s finance function.
Download the Full Guide
#4 Jujitsu Move
Don’t Rip and Replace. Orchestrate.
Integrate before
you innovate
Create one orchestration layer that unifies cash, close, and revenue. One truth beats seven dashboards.
A good automation ally helps CFOs connect the dots — integrating fragmented tools into a single, reliable workflow that actually works.
The Challenge
Instead of rebuilding from scratch, connect systems for one version of truth.
Source : Maximor AI Survey conducted by Wakefield research
40
%
of CFOs only have fully integrated AI into their company’s finance function.
Download the Full Guide
#4 Jujitsu Move
Don’t Rip and Replace. Orchestrate.
Integrate before
you innovate
Create one orchestration layer that unifies cash, close, and revenue. One truth beats seven dashboards.
A good automation ally helps CFOs connect the dots — integrating fragmented tools into a single, reliable workflow that actually works.
The Challenge
Instead of rebuilding from scratch, connect systems for one version of truth.
40
%
of CFOs only have fully integrated AI into their company’s finance function.
Source : Maximor AI Survey conducted by Wakefield research
Download the Full Guide
#4 Jujitsu Move
Don’t Rip and Replace. Orchestrate.
Integrate before
you innovate
Create one orchestration layer that unifies cash, close, and revenue. One truth beats seven dashboards.
A good automation ally helps CFOs connect the dots — integrating fragmented tools into a single, reliable workflow that actually works.
The Challenge
Instead of rebuilding from scratch, connect systems for one version of truth.
Source : Maximor AI Survey conducted by Wakefield research
40
%
of CFOs only have fully integrated AI into their company’s finance function.
#4 Jujitsu Move
Don’t Rip and Replace. Orchestrate.
Integrate before
you innovate
Create one orchestration layer that unifies cash, close, and revenue. One truth beats seven dashboards.
A good automation ally helps CFOs connect the dots — integrating fragmented tools into a single, reliable workflow that actually works.
The Challenge
Instead of rebuilding from scratch, connect systems for one version of truth.
Source : Maximor AI Survey conducted by Wakefield research
40
%
of CFOs only have fully integrated AI into their company’s finance function.
#4 Jujitsu Move
Don’t Rip and Replace. Orchestrate.
Integrate before
you innovate
Create one orchestration layer that unifies cash, close, and revenue. One truth beats seven dashboards.
A good automation ally helps CFOs connect the dots — integrating fragmented tools into a single, reliable workflow that actually works.
The Challenge
Instead of rebuilding from scratch, connect systems for one version of truth.
40
%
of CFOs only have fully integrated AI into their company’s finance function.
Source : Maximor AI Survey conducted by Wakefield research
Download the Full Guide
Download the Full Guide
Download the Full Guide
#5 Jujitsu Move
Make Data Hygiene a Ritual
Month one =
data rehab
Standardize your chart of accounts, codify intercompany rules, and validate history. Great AI runs on great data.
The right finance automation playbook will embed structured data hygiene from day one — preventing the system from learning bad habits.
The Challenge
Bad inputs create bad AI. Make data hygiene a monthly ritual: standardize, reconcile, validate
Source : Maximor AI Survey conducted by Wakefield research
72
%
of CFOs already use AI yet still fix data manually.
#5 Jujitsu Move
Make Data Hygiene a Ritual
Month one =
data rehab
Standardize your chart of accounts, codify intercompany rules, and validate history. Great AI runs on great data.
The right finance automation playbook will embed structured data hygiene from day one — preventing the system from learning bad habits.
The Challenge
Bad inputs create bad AI. Make data hygiene a monthly ritual: standardize, reconcile, validate
Source : Maximor AI Survey conducted by Wakefield research
72
%
of CFOs already use AI yet still fix data manually.
#5 Jujitsu Move
Make Data Hygiene a Ritual
Month one =
data rehab
Standardize your chart of accounts, codify intercompany rules, and validate history. Great AI runs on great data.
The right finance automation playbook will embed structured data hygiene from day one — preventing the system from learning bad habits.
The Challenge
Bad inputs create bad AI. Make data hygiene a monthly ritual: standardize, reconcile, validate
72
%
of CFOs already use AI yet still fix data manually.
Source : Maximor AI Survey conducted by Wakefield research
#6 Jujitsu Move
Let Experts Do the Heavy Lifting
Buy outcomes,
not software
Bring in forward-deployed engineers who speak debit and credit (e.g. Maximor).
Choose partners who guarantee results, not licenses. A well-chosen partner embeds accounting intelligence into automation from day one so you scale safely and strategically.
The Challenge
It’s not - it’s a rewiring of finance. Your accountants aren’t data scientists, and they shouldn’t have to be.
Source : Maximor AI Survey conducted by Wakefield research
88
%
of CFOs use AI tools, but few see results.
#6 Jujitsu Move
Let Experts Do the Heavy Lifting
Buy outcomes,
not software
Bring in forward-deployed engineers who speak debit and credit (e.g. Maximor).
Choose partners who guarantee results, not licenses. A well-chosen partner embeds accounting intelligence into automation from day one so you scale safely and strategically.
The Challenge
It’s not - it’s a rewiring of finance. Your accountants aren’t data scientists, and they shouldn’t have to be.
Source : Maximor AI Survey conducted by Wakefield research
88
%
of CFOs use AI tools, but few see results.
#6 Jujitsu Move
Let Experts Do the Heavy Lifting
Buy outcomes,
not software
Bring in forward-deployed engineers who speak debit and credit (e.g. Maximor).
Choose partners who guarantee results, not licenses. A well-chosen partner embeds accounting intelligence into automation from day one so you scale safely and strategically.
The Challenge
It’s not - it’s a rewiring of finance. Your accountants aren’t data scientists, and they shouldn’t have to be.
88
%
of CFOs use AI tools, but few see results.
Source : Maximor AI Survey conducted by Wakefield research
#7 Jujitsu Move
Measure What Matters
Tie everything
to ROI
Connect each initiative to a board-level KPI — like cutting close time, audit prep hours, or exception rates.
Success becomes visible, defensible, and fundable. A transformation partner can help CFOs identify the right metrics early and track them with precision — turning results into boardroom-ready proof points.
The Challenge
Without measurable KPIs, even good automation feels like busywork.
Source : Maximor AI Survey conducted by Wakefield research
31
%
of CFOs expect AI to reduce close time by 5+ days.
#7 Jujitsu Move
Measure What Matters
Tie everything
to ROI
Connect each initiative to a board-level KPI — like cutting close time, audit prep hours, or exception rates.
Success becomes visible, defensible, and fundable. A transformation partner can help CFOs identify the right metrics early and track them with precision — turning results into boardroom-ready proof points.
The Challenge
Without measurable KPIs, even good automation feels like busywork.
Source : Maximor AI Survey conducted by Wakefield research
31
%
of CFOs expect AI to reduce close time by 5+ days.
#7 Jujitsu Move
Measure What Matters
Tie everything
to ROI
Connect each initiative to a board-level KPI — like cutting close time, audit prep hours, or exception rates.
Success becomes visible, defensible, and fundable. A transformation partner can help CFOs identify the right metrics early and track them with precision — turning results into boardroom-ready proof points.
The Challenge
Without measurable KPIs, even good automation feels like busywork.
31
%
of CFOs expect AI to reduce close time by 5+ days.
Source : Maximor AI Survey conducted by Wakefield research
Maximor, The only ERP-agnostic
AI finance automation platform
Maximor’s Audit-Ready Agents™ automate workflows across revenue, cash, close, consolidation and cross-silo visibility.
One AI Partner
for True Transformation
Do you want 20 disconnected Al tools - or one Al partner that automates finance end to end?
One Unified Platform
No Rip & Replace
Connects into your existing ERP, banks, billing, payroll, and rest of tech stack. Works with your systems - no migrations, no downtime.
One Unified Platform
No Rip & Replace
Connects into your existing ERP, banks, billing, payroll, and rest of tech stack. Works with your systems - no migrations, no downtime.
Customizable Agents
Done for You, Not Do It Yourself
Pre-built Al agents tailored to your policies, chart of accounts, and workflows. No "agent builder" complexity - they just work out of the box.
Customizable Agents
Done for You, Not Do It Yourself
Pre-built Al agents tailored to your policies, chart of accounts, and workflows. No "agent builder" complexity - they just work out of the box.
Audit-Ready Design
Human in the Loop
Every action has traceable proof of work, Excel-ready artifacts, and review checkpoints. Auditors stay happy; finance stays in control.
Audit-Ready Design
Human in the Loop
Every action has traceable proof of work, Excel-ready artifacts, and review checkpoints. Auditors stay happy; finance stays in control.
Done-for-You, Audit-Ready Close in 5 Days.
Done-for-You, Audit-Ready Close in 5 Days.
No ERP migration
No ERP migration
No disruption
No disruption
Just reliability, accuracy, and speed.
Just reliability, accuracy, and speed.
Gain daily financial clarity, accuracy, and confidence with Maximor.
Product by Outcome
Gain daily financial clarity, accuracy, and confidence with Maximor.
Product by Outcome
Gain daily financial clarity, accuracy, and confidence with Maximor.
Product by Outcome