Wolters Kluwer has released survey findings highlighting the adoption, future plans, and drivers of artificial intelligence (AI) in the finance sector.
The survey indicates that while 6% of finance leaders currently use agentic AI, 38% plan to adopt it within the next 12 months, leading to 44% utilisation by 2026, a 600% surge.
Economic volatility has prompted 67% of finance leaders to use AI for the first time in Financial Planning & Analysis (FP&A).
Additionally, 14% plan to increase AI adoption due to the current economic climate, and 8% intend to maintain their AI usage levels.
Regarding team resources, 33% of respondents are considering hiring new members to manage economic volatility, while 24% are contemplating restructuring.
However, 22% of finance leaders acknowledge lacking optimal team resources but are unable to implement changes.
AI skills are deemed crucial by 85% of finance leaders when recruiting for their finance function, with 11% viewing these skills as essential.
Data readiness is identified by 44% of respondents as a primary driver for increasing AI adoption.
To facilitate this transition, Wolters Kluwer has introduced a Learning Hub to enhance AI fluency and data proficiency among finance professionals, aiming to optimise technology and boost productivity.
Increasing accuracy and reducing human error are cited by 40% of finance leaders as key advantages of AI adoption, while 36% highlight efficiency and productivity gains.
In terms of efficiency, 42% of respondents expect to save 10% of working time (26 days) through AI usage in the next year, allowing for a greater focus on strategic outputs.
Additionally, 24% anticipate a 20% timesaving (52 days), and 22% expect a 5% timesaving (13 days).
Wolters Kluwer Corporate Performance & ESG CEO Karen Abramson said: “At Wolters Kluwer, we are committed to continuous innovation for the office of the CFO. Last year, we launched the market’s first AI-powered corporate performance management platform – the CCH Tagetik Intelligent Platform with Ask AI.
“We have evolved Ask AI to an embedded super agent; it now mobilises cutting-edge agentic technology across multiple use cases, including responding to voice commands in multiple languages, drilling into data without the need for IT skills, and testing assumptions and running analysis. Agentic AI represents an evolutionary leap in how finance leaders operate.”
The survey, conducted with 392 finance leaders on 21 May 2025, took place during CCH Tagetik inTouch25, an annual conference on corporate performance management innovation.
Earlier in 2025, Wolters Kluwer released a study on accounting and taxation trends.
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