AI Accounting and Finance Assessment Checklist

AI is rapidly becoming part of the tools businesses use every day. But with many new capabilities, it can be difficult to know where AI can provide value to your accounting and finance function.

That’s why we created our complimentary AI Accounting & Finance Assessment.

In just 10 - 15 minutes, the assessment will help you evaluate how your business is using AI today and identify opportunities to use it more effectively.

Once completed, the AI Accounting Advisory Report will:

  • Show where you stand with an AI maturity score across key areas such as strategy, technology, data, reporting, team capabilities, and risk & compliance.
  • Identify missed opportunities where AI or underused technology could save time, improve processes, or provide better financial insight.
  • Highlight priorities and quick wins so you know where to focus first.
  • Provide practical recommendations based on your results and business priorities.
You don’t need AI everywhere - You need to know where it can make a meaningful difference.

See where your business stands.