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AI Readiness Assessment for Finance Teams

Assess whether your finance function is ready to use AI-enabled automation in planning, reporting, closing, AP, AR, GL and FP&A.

The assessment covers strategy, data, processes, technology and team skills. Results are only shown after full assessment and a short contact form.

How it works

  1. Answer 25 financial readiness questions.
  2. Each section is scored from 0 to 20.
  3. Your total score is calculated out of 100.
  4. Enter a name, job title and email to view the report.
Chapter 1 of 5 0 of 25 responses

View your AI Readiness Report

Enter your details to display your rating. The answers are aggregated in the report; avoid entering confidential company information.

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Maturity levels

Reactive: AI readiness is low and work is mostly manual or random.

Aligned: Basics of the land, but governance, data or ownership need structure.

Proactive: Finance team has repeatable processes and clear opportunities for automation.

Predictive: The data, controls, skills and operating model are strong enough to scale AI-enabled workflows accordingly.