$5,000–$10,000 USD · Fixed fee agreed upfront
Finance AI Assessment
Identify where AI can reduce manual work and improve your finance operations. On your ERP and with your numbers, the assessment answers three questions:
- 1Where should we apply AI first?
- 2What could we gain?
- 3What will it cost?
- Fee
- $5,000–$10,000 USD, fixed and agreed upfront
- Duration
- About two to three weeks, depending on scope
- Your team’s time
- From about six hours, mostly in week one
- Access needed
- Read-only sandbox or reports
You receive
- Prioritized AI opportunities across the workflows in scope
- Estimated savings and business value, with the assumptions stated
- The human approvals each opportunity requires, and who owns them
- An implementation roadmap with indicative costs
- Process maps and a data readiness review for the workflows reviewed
Book a scoping call
We agree the workflows and the fee with you before kickoff. The assessment fee is credited toward the agreed follow-on implementation. Nothing is committed by sending this request.
Fee
Fixed fee, agreed upfront
Your fee depends on the workflows, entities and systems reviewed. Implementation and software subscriptions are priced separately.
Focused
$5,000USD
One finance workflow, one entity and one primary ERP.
Your team’s time: About six hours of your team’s time, mostly in week one.
Standard
Recommended$7,500USD
Up to three finance workflows, with a data and integration review.
Your team’s time: Working sessions for each workflow in scope, plus a data and integration review with IT. Hours confirmed in your proposal.
Expanded
$10,000USD
Up to five workflows, with additional systems or stakeholders. Larger engagements are quoted separately.
Your team’s time: Working sessions for each workflow and stakeholder group in scope. Hours confirmed in your proposal.
Every tier includes the full set of deliverables above. The fee is confirmed in writing before kickoff. The assessment fee is credited toward the agreed follow-on implementation.
What you receive
A sample of the final roadmap
One page of the roadmap, so you can picture the result. Every recommendation states its assumptions, the approval it needs and what has to be ready first.
Illustrative sample with fictional figures. Your roadmap uses your workflows, volumes and systems.
Finance AI roadmap · Accounts payable and bank reconciliation
Sample · fictional figures
| Order | Opportunity | Estimated time saved | Approval kept with | Ready when |
|---|---|---|---|---|
| Now | Read and code supplier invoices Assumes 1,200 invoices a month, 4 minutes each today | ≈ 60 hours a month | AP lead, for new suppliers and coding changes | Vendor master cleaned |
| Now | Propose bank statement matches Assumes 3 bank accounts, daily statements | ≈ 25 hours a month | Accountant approves every match | Statement import in place |
| Next | Route invoices that miss their PO Assumes 15% of invoices arrive without a matching PO | 2 days off approval time | Budget owner and controller, by limit | Approval limits agreed |
| Later | Draft the month-end variance commentary Assumes Stable chart of accounts and dimensions | ≈ 1 day per close | Controller signs off every comment | Two clean closes on the new process |
How it runs
About two to three weeks from kickoff to roadmap
Step 1: Week 1: Observe
Working sessions with the people who run each workflow. We watch the real process and count the hours.
Step 2: Week 2: Model
Data readiness, savings estimates and the human approvals each candidate automation needs.
Step 3: Week 2–3: Present
Prioritized opportunities and the implementation roadmap with indicative costs, presented to finance and IT together.
Choose your starting point
Four ways to start
Each one answers a different question. Pick the one that matches what you need today.
- Quick-win finderGet a short recommendation from a few selections.About three minutes
- Live ExperiencesDescribe a process and develop a map and a potential approach.At your pace; a business email only for the fuller plan
- DemosExplore an existing product: watch walkthroughs or click through it.Two videos now; the full library with a work email
- Finance AI AssessmentYou are hereCommission a scoped review and implementation roadmap.Fixed fee, about two to three weeks
FAQ
Common questions
How long does it take?
About two to three weeks, depending on the workflows, entities and systems in scope. A focused assessment needs roughly six hours of your finance team’s time, mostly in the first week.
What does it cost?
$5,000–$10,000 USD, with $7,500 the standard assessment. Your fee depends on the workflows, entities and systems reviewed, and is fixed and agreed upfront. The assessment fee is credited toward the agreed follow-on implementation. Implementation and software subscriptions are priced separately.
Do we need to share ERP access?
Read-only access to a sandbox or reports is enough. We never write to a production system during an assessment.
What if the answer is “don’t automate yet”?
Then that is what the report says, with the reasons and what would need to change first. The assessment is useful either way.