The modern nonprofit CFO: Reducing risk, reclaiming time with AI & automation

Co-authored by PEX & Microsoft Elevate, this is a practical guide to using AI & automation to protect resources, streamline operations and build smarter finance teams

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A brochure titled "The modern nonprofit CFO: Reducing risk, reclaiming time with AI & automation" featuring a woman working on a laptop and a sample expense report.

  • Key insights

    • How AI improves productivity, strengthens compliance and tightens spend control

    • Real-world examples of nonprofits transforming finance using AI

    • A phased framework to adopt and scale AI with your team

  • Summary

    Today’s nonprofit CFOs are being asked to do more than ever with fewer resources, higher expectations, and tighter margins for error. This eBook breaks down how AI and automation can help finance leaders reduce risk, reclaim time and drive mission impact.

    Co-authored by PEX and Microsoft Elevate, this eBook has expert insights, real nonprofit case studies and a practical framework you can put to work immediately. Get your roadmap for moving from reactive admin work to strategic leadership.

  • Testimonials

    • Joshua Tripp

      CFO, World Central Kitchen

      "In crisis response, we don’t have weeks to close the books. We need financial clarity in real time. AI-driven automation gives us the visibility and control to stay accountable while moving fast enough to meet the moment."

    • Dane Barata

      CFO, Team Rubicon

      "What used to take days to reconcile now takes hours, allowing us to redirect more energy into serving communities.”

Testimonials

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