2025 State of Strategic Finance Industry Report

The document is a research report that presents findings from Vena's 2025 State of Strategic Finance industry report, developed in partnership with BPM Partners. It reveals that 57% of finance teams are utilizing AI, yet many face significant challenges such as data silos, manual workflows, and varying levels of operational maturity. The report is based on a survey of over 200 senior finance professionals across North America and highlights a profession in transition, where finance teams are increasingly taking on strategic roles but are still in the early stages of fully leveraging AI-powered business planning tools. Key findings include the limited depth of AI adoption, with most deployments focused on data analysis and reporting, and a continued reliance on Excel for planning despite the availability of modern tools. Additionally, the report notes that while finance teams are confident in their strategic capabilities, there is a growing demand for finance headcount as organizations seek to enhance their operational effectiveness. The report underscores the need for improved system integration and deeper automation to realize the full potential of AI in finance.