Executive Finance.AI

90-day Finance AI pilot planner

Prove value without outrunning control.

Turn a finance AI use case into a decision-ready pilot charter with a clear owner, evidence standard, control gates, and a defined day-90 decision.

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Charter inputs

Frame the pilot before the technology.

Use role names and non-confidential descriptions. Nothing entered here is submitted or saved.

Keep it safe: do not enter company names, credentials, customer information, unpublished results, or regulated data.

90-day pilot charter

Forecast assumption monitoring

Review controls
Finance functionFP&A
OwnerCFO or finance executive sponsor
Data boundaryControlled internal data
Pilot objective

Continuously flag external or operating signals that could invalidate material planning assumptions.

Decision at day 90

Decide whether this use case produces enough controlled value to scale, revise, or stop.

Value evidence

Define a baseline tied to: Earlier forecast interventions and clearer ownership of assumption changes.

Days 01–30

Bound the test

  • Confirm the decision owner, users, workflow boundary, and baseline.
  • Map approved data, existing controls, and failure scenarios.
  • Define acceptance thresholds and a manual fallback.
Days 31–60

Run in shadow mode

  • Operate alongside the current process without replacing it.
  • Measure quality, effort, exceptions, and reviewer corrections.
  • Review evidence weekly and adjust only through named owners.
Days 61–90

Make the scale decision

  • Compare results with the baseline and control thresholds.
  • Document residual risk, operating ownership, and support needs.
  • Choose to scale, revise, pause, or stop—with reasons recorded.
Use-case watchout

Separate observed signals from approved forecast changes; retain the decision owner and evidence trail.

Required safeguards
  • Confirm least-privilege access, retention rules, and approved model endpoints.
  • Reconcile inputs and outputs to governed finance records.
  • Log reviewer decisions, exceptions, and material corrections.
Scale when

Value clears the agreed threshold, critical controls pass, ownership is funded, and users can operate the process reliably.

Stop or revise when

Evidence is weak, exceptions cannot be controlled, the workflow depends on unverifiable output, or operating cost exceeds the benefit.

This charter is a planning aid, not a substitute for accounting, legal, privacy, security, technology, or model-risk review.