2026 Edition

CFO Survey: 42% Report Full AI Deployment in Finance

Consero surveyed 102 PE/VC-backed CFOs and finance leaders on their economic outlook, AI adoption and ROI, financial close performance, investor priorities, transaction expectations, and talent strategy.

50%Pursuing add-on acquisitionsa year-over-year surge in M&A activity
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87%Are hiring more finance staffAI augments teams — it doesn’t replace them
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76%See AI ROI in 12 monthsonly 3% skeptical of payoff
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68%More concerned about AI disruptionthan they were one year ago
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102 PE/VC-backed finance leaders · Surveyed by Consero & Cascade Insights · Q1 2026
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About this Report

The only 2026 benchmark built for investor-backed finance leaders.

For CFOs, VPs of Finance, operating partners, and investors at PE- and VC-backed companies, $20M–$500M revenue. Use it to pressure-test AI ROI, close speed, headcount, and transaction readiness against 102 directly comparable peers — and to make the case to your board for what to fund next.

102Finance leaders
71%CFOs · 29% VP Finance
55 / 45PE / VC mix
5Industries surveyed
Proof points

The AI tipping point.

Cite these freely. Full methodology and segment-level cuts are inside the report.

Source · Consero 2026 CFO Survey
N = 102 PE/VC-backed finance leaders
42%
↑ 20pp YoY · 2025 to 2026

AI deployment doubled

% with broad or fully embedded AI in finance
22%2025
42%2026
“Is anyone using AI?” is the wrong question now. “How deep does it go?” is the right one.
97%
↑ 23pp since 2024

Adoption is universal

% using or testing AI in finance
74%2024
94%2025
97%2026
A 23-point swing in two years. AI in finance is effectively table stakes.
65%
↑ from 8% in 2024

The close compressed

% closing the month in under 10 days
8%2024
62%2025
65%2026
An 8× jump in two years. The 6–9 day band is the new mid-market standard.
What you’ll get

Benchmarking CFO sentiment.

Learn where finance leaders are accelerating with AI, where deployment is stalling, and how shifting investor demands are reshaping the 2026 CFO role.

51%

The 2026 CFO Mandate

Of investors rank revenue growth as a top priority — tied with cash flow (51%), EBITDA expansion (50%), and digital transformation (50%). Four mandates at parity, forcing CFOs to balance all of them at once.

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43%

From Pilots to Deployment

Of finance teams use Gen-AI assistants and AI forecasting tools day-to-day. The report breaks down what separates teams in production from those still piloting.

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53%

AI ROI & Use Cases

Cite management reporting and variance analysis as the fastest-paying AI use case, with a 3–6 month payback. The report ranks every use case by ROI and time-to-value.

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33%

Data & Scaling Barriers

Cite data readiness as the #1 blocker to AI ROI, followed by scaling pilots to enterprise at 31%. Four structural barriers stand between piloting AI and embedding it.

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99%

Transaction Expectations

Of finance leaders expect at least one material transaction this year. 50% are pursuing add-on acquisitions — a year-over-year surge — while leaning on F&A partners to keep operations running.

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34%

The 2026 Risk Picture

Cite scaling finance operations as their #1 risk in 2026 — ahead of audit (32%) and cybersecurity (31%) — as portco growth outpaces back-office capacity.

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“A 23-point swing in two years. AI in finance is effectively table stakes.

Get the full report — methodology, segment cuts by industry and revenue band, plus the 2026 playbook.

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