2-minute executive self-assessment

How AI-Ready Is Your Finance Function?

Discover where AI and automation could save time, reduce cost, and unlock better finance performance.

Take this short assessment to see whether your business is ready to benefit from AI-powered finance workflows — and where the biggest opportunities may be hiding.

Built for CFOs, CEOs & founders
12 questions · no jargon
Personalised result instantly

Start your readiness scorecard

Enter your details to begin · 2 min
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Your details and answers will be recorded so we can generate your results and provide relevant follow-up. We will not sell your data.
3,200+ finance leaders have benchmarked their readiness
Plugs into the finance stack you already run
XeroNetSuiteQuickBooksExcelPower BISage
Why this matters

Finance is under pressure to do more, with less

Manual reporting, sprawling spreadsheets, fragmented data, slow close cycles and poor visibility all create cost, delay and missed opportunity. AI-powered workflows are no longer a technology trend — they are a finance transformation opportunity.

Time lost to manual work

Reconciliations, data gathering and report building consume the hours your team should spend on analysis and decisions.

Slow, late visibility

When the close drags and numbers arrive late, leadership makes decisions on stale data — and cash flow surprises follow.

An opportunity, not a trend

The right AI agents and automation workflows turn that lost time into faster reporting, sharper forecasting and real cost savings.

Who this is for

Built for the people with the AI mandate

This assessment is for decision-makers who know AI matters — and want practical, commercial, outcome-driven implementation rather than another course or pile of tools to evaluate.

CFOChief Financial Officers
CEOCEOs & Founders
PEPE Sponsors & Investors
TRTransformation Leads
FDFinance Directors
OOCOOs & Owners
The right fit

You don't want to get technical — you want outcomes

You care about workflows and business results, not product features. You move quickly when the ROI is clear, and you'd rather have expert help than spend weeks researching tools.

£1m+
Typical revenue, from privately held to complex finance ops
90 days
The window where the right workflow creates measurable value
What you'll learn

A genuine self-assessment — not a sales pitch

In two minutes you'll see exactly where your finance function stands and where the fastest wins are.

01

Whether your finance function is ready for AI automation

An honest read on your readiness across urgency, complexity and resources.

02

Where manual work is quietly costing you

Identify the workflows draining time, money and accuracy every week.

03

Whether you have the urgency and resources to act

Readiness isn't just pain — it's the ability and intent to move.

04

Which workflows offer the fastest ROI

See where AI agents could create measurable value first.

05

Whether expert implementation is your right next step

Clarity on whether now is the moment to bring in a partner.

06

A personalised readiness score & tier

Low, Medium or High — with a tailored recommendation for what to do next.

What AI finance automation can improve

The workflows where AI agents earn their keep

From the close to the board pack — these are the finance workflows our marketplace agents and automations are built to transform.

Management reporting Forecasting Cash flow visibility Month-end close AP / AR workflows Data consolidation Board packs Variance analysis KPI dashboards Scenario modelling Finance team productivity

See where your biggest finance AI opportunities are hiding

Two minutes. Twelve questions. A clear, personalised readiness score and a recommended next step built for senior decision-makers.

No cost · No obligation · Your data is never sold
AI Automation.Finance
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