How Well Is Your Finance Team Using AI?
A scored profile of AI in finance ops — FP&A, close, accounts payable, anomaly detection, and the CFO's own AI fluency.
- A scored profile across 6 dimensions — see exactly where you're strong and where the gaps are.
- Your biggest opportunities, mapped to specific next moves.
- A personalized video walkthrough from Shawn (optional) — a real read on your results.
Most finance teams are conservative for good reason — the cost of getting it wrong is real, and the controls posture isn't optional. That's exactly why a fitness check on AI use in finance matters. The teams that adopt AI well aren't the loudest about it; they're the ones that quietly compress the close, lift AP throughput, sharpen variance commentary, tighten the control surface, and free the CFO's hours for board, M&A, and capital decisions.
This assessment scores your finance team across six dimensions in about six minutes and returns a clear leverage profile — built from 27 years of technology leadership across Fortune 500 and growth-stage companies, and the same lens a fractional Chief AI Officer would bring to a working session with your finance leadership.
What the finance AI leverage assessment measures
Finance AI leverage is a profile, not a single number. The assessment scores six dimensions independently so you can see where your team is strong and where the gaps are: FP&A & Forecasting (whether AI-augmented scenario modeling and variance explanation are part of the planning rhythm), Close Acceleration (whether anomaly detection, journal-entry assist, and reconciliation use AI to compress the close), Accounts Payable & Invoice Processing (whether OCR, classification, and 3-way match have replaced manual handling), Audit & Anomaly Detection (whether transaction-level AI surveillance flags issues before auditors do), CFO-Level AI Use (whether the CFO personally uses AI for board materials, peer benchmarking, and M&A modeling), and Tooling & Integration (whether ERP-native AI, FP&A platform AI features, and the data foundation are actually in use). The final question maps the specific finance workflows where AI would pay off first.
Why finance AI leverage matters before the next platform decision
Finance teams often inherit AI through their ERP and FP&A platforms — features turned on by IT or a vendor account manager, with little evaluation of whether the team is actually using them or whether the underlying data layer can support them. A leverage check turns that into a structured picture: which features are real, which are dormant, where the team is doing high-value work by hand, and where AI would meaningfully change the close, AP throughput, or the CFO's board prep. The result is a sequenced plan instead of a vague intention — and a clear answer on whether the constraint is tooling, data, or simply that no one has owned the lift.
What you get at the end
You'll see an overall finance AI leverage score, a band that describes where you stand (from Manual Finance through Strategic Finance AI), a per-dimension breakdown across FP&A, close, AP, audit, CFO-level use, and tooling, and a map of your highest-value finance workflow opportunities. From there you can request a personalized video walkthrough — a short, recorded read on your specific results and what a fractional Chief AI Officer engagement would do for your finance team. No generic sales deck.
Frequently asked questions
What is a finance AI leverage assessment?
It's a structured evaluation of how well a finance team actually uses AI across its core workflows — FP&A, the close, accounts payable, audit and anomaly detection, and CFO-level work — versus the AI features that may be enabled on paper but aren't producing measurable lift. The score reflects working behavior, not vendor checkboxes.
Is this assessment biased toward aggressive AI adoption?
No. The questions are written as a fitness check, not advocacy. Conservative finance postures are common and reasonable, and the bands reflect that — a low score doesn't mean the team has failed, it means there's a sequenced path to introduce AI where the controls posture allows.
How long does the assessment take?
About six minutes. It's 18 scored questions across six dimensions plus a final workflow-mapping question covering FP&A, close, AP, AR, audit, and CFO leverage. Your progress auto-saves, so you can leave and resume without losing answers.
Is the assessment free?
Yes. The assessment and your scored results are completely free. You can optionally request a personalized video walkthrough of your results, which is also free.
Who is this assessment for?
It's built for CFOs, controllers, VPs of finance, FP&A leaders, and audit and accounting leaders at mid-market and growth-stage companies who want a clear read on whether their finance team is leveraging AI well — and where the gaps are between today and a measurably faster, sharper finance function.