Macabacus, the leading M365 productivity platform for finance and professional services teams, today released the report: GenAI for Financial Services: Velocity and Verification. The report finds that AI now sits at the core of model creation and client presentation development, but most firms lack the review and verification layer needed to catch AI-generated errors before they reach clients. New report finds AI adoption has outpaced guardrails needed to keep client-facing models accurate.
Drawing on survey of Macabacus' 75,000 users and analysis of conversations with hundreds of clients and prospects, report quantifies gap between how fast AI is being adopted and how slowly firms are building guardrails to ensure clients can trust deal content.
"AI is now involved in the majority of models and documents that reach clients, with 87% of firms saying they use AI daily or weekly for this work," said Paul Ross, Chief Marketing Officer, Macabacus. "Deal teams should not slow down their use of AI. They need guardrails that let them move faster while maintaining accuracy and their clients' trust. That is what Macabacus is built for."
Key findings include 62% of respondents believe an AI-generated error has reached a client or internal decision-maker in past 12 months, with 46% saying an error has probably landed in a deliverable without anyone catching it. 87% use AI daily or weekly to generate financial models and client presentations, but only 23% have comprehensive guardrails including approved tools, accuracy checks, brand compliance, and review workflows in place.
AI has created divergence in confidence at review handoff stage: 43% of analysts and associates say AI has made them more confident in their work, while only 29% VPs, directors, and MDs state same. That leadership group is also 6 points more likely to say AI has made them less confident.
About Macabacus
Macabacus is leading Microsoft-native productivity platform for finance and professional services teams. Trusted by 3,000 firms and 75,000 users across investment banking, private equity, asset management, consulting, advisory, and corporate finance, Macabacus helps users rapidly create and check financial models and deal documents by combining productivity tools with AI-powered review and automation.
