Finance AI readiness check

Turn the AI agenda into an operating conversation.

Rate five dimensions of your current finance operating model. The result is designed to frame a leadership discussion—not produce a generic maturity badge.

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01Strategy and use casesHow clearly are finance AI priorities tied to business decisions?

1Exploratory, with no agreed priorities2A few promising use cases are identified3Priorities are ranked against finance outcomes4A governed portfolio is tied to enterprise strategy

02Data and process foundationHow ready are the underlying data and workflows for repeatable AI use?

1Inputs are fragmented and largely manual2Critical data is usable with substantial preparation3Priority workflows have reliable, owned data4Governed data products support repeatable deployment

03Controls and accountabilityHow explicitly are risk, review, and decision rights designed?

1Controls are still undefined2Human review exists but varies by team3Decision rights and review points are documented4Controls, monitoring, and escalation are embedded by design

04Operating model and talentHow repeatable is the way finance teams adopt and sustain AI-enabled work?

1Adoption depends on individual enthusiasts2Pilots have executive support but limited reuse3Cross-functional roles and delivery practices are clear4Teams have repeatable deployment, training, and ownership

05Value measurementHow rigorously does finance measure realized impact?

1We track interest or activity, not outcomes2Pilots have directional benefit estimates3Use cases have baselines, targets, and owners4Realized value and control performance shape portfolio decisions

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Complete all five dimensions to see a maturity view and two suggested priorities. Your answers stay on this device and disappear when you leave or reset the page.

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