Know exactly where AI will, and will not, work in your finance function
A 2-week diagnostic, led personally by an AI-native CFO, for CFOs and Finance Directors at companies with €5M–€50M revenue and finance teams of 3–20 people.
What it includes
Workflow review across close, reporting, AP/AR, forecasting and controls.
AI opportunity mapping by function and process.
Governance and risk assessment covering data, audit and regulatory exposure.
Prioritised roadmap with expected effort, cost and impact.
A 60-minute findings call.
Who it is for
Companies with €5M–€50M revenue and finance teams of 3–20 people. Typically CFOs, Finance Directors and COOs under board or cost pressure to adopt AI without a clear roadmap.
Who it is not for
This is not a generic AI strategy deck. It is specific to the finance function and to your workflows.
What you receive
Workflow map
Opportunity register
Governance and risk note
Prioritised roadmap
Findings presentation
How it runs
From €3,500. Fixed fee. Delivered in 2 weeks.
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Agree scope and collect process documents and sample data.
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Interviews and walk-throughs with your finance team.
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Rank use cases and assess data, audit and regulatory exposure.
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Present the roadmap and agree next steps.
Price & terms
Frequently asked questions
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Plan for about 6 to 8 hours across the two weeks for your finance lead, plus short sessions with process owners. We handle the analysis and documentation.
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No. Part of the work is to assess data quality and show what needs fixing before any workflow is automated.
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No. We work with the systems you already run. The roadmap shows where AI adds to them and where it does not.
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A demo shows one product. The assessment is independent, covers your actual workflows and recommends what to do first, including what to leave alone.
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You keep the roadmap and can act on it with your own team. If you choose an implementation sprint with us, the assessment fee is credited toward it.