Is AI in your finance function ready for the board to trust?

A two-minute, no-jargon read on where your data, governance, and sponsorship stand, and what the funded first step is. Independent and provider-agnostic.

Is your financial data in one governed source of truth?

Scattered across systems and spreadsheets Partly consolidated, still manual reconciliation One governed source the board can rely on

Where is AI in your finance function today?

Not started, or only exploring Pilots, not yet in production In production and used regularly

How are AI model risks and controls handled?

No formal controls yet Informal or ad hoc Documented controls the board can sign

Does the board sponsor AI in the finance function?

Not on the agenda Aware, but no clear mandate Active sponsorship and a mandate

Is there a clear priority use case (close, forecast, AR/AP)?

No clear priority Several candidates, not prioritized One funded priority use case

Can you produce an audit trail for AI-assisted outputs?

No Partial Yes, audit-ready data lineage

Who owns AI in the finance function?

No clear owner Shared or unclear A dedicated owner driving it

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A short, tailored read on your gaps and the funded first step, sent to you and held in confidence.

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