Secure-by-design FP&A: Automating Planning Without Expanding the Fraud Surface
Originally published by Finance Alliance on February 24, 2026.
In this article, I examine the security implications of FP&A automation
and why security needs to be incorporated into financial planning systems
from the design stage rather than added after deployment.
The article covers data lineage, excessive permissions, segregation of
duties, generative AI risks, integration and API security, machine
identities, and the controls required to automate financial planning
without increasing the organization’s fraud surface.