Automation & AI Readiness Assessment
Before You Consider Automation or AI, Know What You’re Ready For
For business leaders who know automation matters — but aren’t sure where to start.
The Automation Readiness Assessment cuts through the noise. It’s a practical evaluation of where AI can actually help your business today plus the guardrails to protect you.
The Problem
- Vendors are pitching “AI-powered” everything, from automated workflow to fraud detection
- Most mid-market finance teams don’t have the data infrastructure to benefit from AI yet
- Buying AI tools before your processes are clean is like putting a turbocharger on a car with flat tires
Who This Is For
- Owners, CFOs and controllers burried in manual processes, fielding pitches from vendors
- Operations leaders wondering which processes are actually candidates for automation
- Business owners who want to be smart about employee efficiency, not adding risk
What You’ll Get
- Honest assessment — what’s ready for automation today vs. what needs foundational work first
- Process inventory — which of your finance workflows are structured enough for automation
- Data readiness score — can your systems feed an AI tool, or will you spend 6 months cleaning data?
- Quick wins — mundane automation that pays off now (no AI required)
- Governance — how to train your team to leverage AI, and agent tools without adding risk
- Long-term roadmap — where to invest in 12–24 months as the technology matures
Our Approach
We’re not selling automation tools. We’re not partnered with any vendor. We’ve spent 20+ years evaluating processes and products from the buyer’s side — and we’ll tell you how and what to change to become more efficient and better managed.