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EY's 2025 Tax and Finance Operations survey highlights a critical moment for tax and finance functions as they adopt generative and agentic AI. While 86% of leaders prioritize data and technology, 80% face foundational data issues that hinder reliable AI outcomes. The survey reveals that 79% of executives aim to leverage AI for broader business insights, yet many struggle with data silos. “We are not yet at the place where we would use AI to make a tax filing,” noted a CFO, indicating the cautious approach to AI adoption. Despite challenges, 81% of respondents plan significant operational changes in response to global pressures. To thrive, tax and finance teams must modernize their operating models, focusing on trusted data and strategic partnerships to drive innovation and value in the AI era.
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