Three tools for the practical application of AI to IR

CFOs: if AI means drafting paragraphs you end up rewriting, I understand the cynicism. The video shows a different use case: AI doing late-stage review and control work at scale.

The real value of Artificial Intelligence in IR is more than just drafting. It is checking, triage, and control.

Over the last few weeks I have shared three AI applications that help in the later stages of producing an Annual Report:
– Reference checker prompt (designed to catch broken or drifting cross-references)
– ‘House style’ checker built in Make.com (offering consistency on long documents)
– Regulation checker built in Make.com (ensuring evidence-led proof of disclosures)

This is what “practical” looks like: my ‘house style’ checker can run over a 177 page Annual Report in 7 minutes. That’s a relief at 11pm, before sign-off and print.

These processes apply just as well across prospectuses, investor presentations, strategy reports, and ESG reports.

These are deliberately late stage examples because that is where time pressure is highest and human review becomes a bottleneck.

But the bigger point is not these three. It is the pattern. Once you understand how AI can be used, there are many other practical applications across IR, for example:

– Shareholder inbox triage and drafting replies to repeatable queries (such as share certificate value questions)
– Production workflow intelligence (what is stuck, what is missing, what is changing, what is risky)
– ESG disclosure consistency (KPIs, definitions, scope, year-on-year comparability)

If this is relevant to your reporting and IR cycle, I would welcome a conversation. Message me on LinkedIn or contact me