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AI Readiness Scorecard for Finance Teams

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

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

How it works

  1. Answer 25 finance-specific readiness questions.
  2. Each section is scored from 0 to 20.
  3. Your composite score is calculated out of 100.
  4. Submit name, role, and email to view the report.
Section 1 of 5 0 of 25 answered

View your AI readiness report

Enter your details to display the scorecard. Answers are aggregated into the report; avoid entering confidential company data.

SSL-protected page. No private finance data is requested.

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Maturity levels

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

Aligned: Foundations exist, but governance, data, or ownership need structure.

Proactive: The finance team has repeatable processes and clear automation opportunities.

Predictive: Data, controls, skills, and operating model are strong enough to scale AI-assisted workflows responsibly.