Experian has launched the UK’s first credit score app inside ChatGPT, allowing users to compare credit score benchmarks by postcode and age group directly through a conversational interface. While the tool itself is simple, it highlights a larger shift: financial data and services are beginning to move into AI interfaces, turning chat-based platforms into a new entry point for financial discovery and education.

In this review, I test DealSage.io, an AI-powered platform for managing M&A deal pipelines. Built by former JP Morgan and Palantir execs, it streamlines due diligence, financial analysis, and deal tracking with smart data extraction and intuitive workflows. In my test, it handled messy PDFs, flagged errors, and saved hours of manual work, a sleek upgrade from Excel for dealmakers.

A couple of months ago, I visited Oracle’s headquarters in Israel to see how they’re integrating AI into NetSuite ERP. The room was packed- AI is changing everything. Here’s takeaway — AI is only as good as the data you feed it. That’s why I’m such a believer in centralized ERPs like NetSuite. When your finance, inventory, CRM, HR, and operations data all live in one clean, connected ecosystem, AI can actually produce meaningful insights.

This blog explores how AI is transforming the role of CFOs and finance teams, driven by my personal journey to stay ahead of the curve and embrace the next wave of financial technology.