CFO Survey 2025: Digitalisation delivers value and unlocks AI readiness

By Richard Thorsen, Issak Bastholm and Mathias Amdi Cato Jensen

Explore the value of digitalisation for financial leaders in Valcon’s CFO Survey 2025, which gathers insights from leading organisations representing DKK 500bn in combined revenue. This year’s results are clear: digitalisation delivers measurable value for the vast majority of adopters and lays the essential groundwork for AI.

Read the full CFO report here.

Key findings from the 2025 survey

Clear value from digitalisation: Survey data from senior finance leaders reveal that the finance function is at a critical inflection point. Among the 34% of organisations that have digitalised their financial planning processes, 86% report high to moderate value. Yet two thirds of companies still haven’t started, held back by data readiness, cost and skills constraints.

Digitalisation drives efficiency – but business partnering lags behind: Where digitalisation is in place, it consistently reduces planning lead time and resource requirements and improves accuracy. However, the most anticipated benefit from digitalisation – freeing up capacity for strategic business partnering – has not followed automatically. Technology enables the shift but does not complete it without deliberate role and process redesign.

Digitalisation is the gateway to AI: The survey shows a 38% higher AI adoption rate among organisations that have digitalised. Not because of intentional design, but because better data foundations and more disciplined processes naturally make AI easier to implement

What finance leaders should do next

Value is proven, the barriers are known – the remaining questions are where you are on the journey, and what are the next steps?

For the 66% who have not yet started:

  • Identify the value by assessing the current planning process and defining the top 5–7 improvement areas within the current planning process
  • Get inspiration from other companies on how to align the FP&A team on, e.g. level of harmonisation, needed skills and future ways of working
  • Treat data readiness as its own workstream, not a prerequisite. Start where data is strongest and build momentum

For the 34% who have already digitalised:

  • Close the business partnering gap by reassessing roles and responsibilities for partnering with the organisation – utilising the released capacity and improved analytical capabilities for value-adding activities
  • Build for AI readiness now by identifying two or three high-data-quality areas, and begin piloting AI capabilities before the window of competitive advantage narrows
  • Invest in skills and competencies to advance further; sustainable value requires finance teams that can own, iterate and govern digital tools.

Read the full CFO report here.

Want to accelerate your digital finance journey?

Our team is ready to help you unlock the full value of digital financial planning:

Richard Thorsen, Partner
M: +45 2147 0312
E: [email protected]

Isak Bastholm, Associate Partner
M: +45 2478 8318
E: [email protected]

Mathias Amdi Cato Jensen, Senior Manager
M: +45 2119 0463
E: [email protected]

Still curious? Read more of our insights

CFO Survey 2025 Digitalisation delivers value and unlocks AI readiness

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