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Service · The front door

Find where AI actually pays off.

A short, fixed-scope diagnostic of your close, order-to-cash, and ERP/data maturity — and a prioritized roadmap of the 3–5 use cases worth pursuing first.

Book a Readiness Assessment What it covers
44% / 21%
adopt AI in the close — but only ~21% see ROI
3–5
highest-ROI use cases, prioritized
2–4 wks
to a board-ready roadmap
The problem

You bought AI. You still can't see the ROI.

Most finance teams have adopted AI somewhere — far fewer can point to a number that proves it worked. The trap is bolting AI onto a messy close and tangled data and hoping. The readiness assessment is the cheapest, lowest-risk way to find where AI will actually pay off before you commit implementation budget.

What the assessment covers

A clear-eyed look at your finance function.

01Close, O2C & ERP/data review

We review your month-end close, order-to-cash, and the data and systems underneath them.

02Use-case prioritization

We rank candidate AI use cases by ROI, effort, and risk — so you start where it pays off fastest.

03ROI business case

A board-ready business case quantifying the expected impact on close days, DSO, and hours saved.

04Build-vs-buy & roadmap

Tool-agnostic build-vs-buy guidance and a sequenced 12-month implementation roadmap.

How it runs

Interviews, review, prioritize, readout.

  1. 01InterviewsShort sessions with finance and accounting stakeholders to understand the work and the pain.
  2. 02System & data reviewA look at your ERP, close, and O2C data to gauge AI-readiness and gaps.
  3. 03PrioritizationScore and sequence the highest-ROI use cases and model the expected return.
  4. 04ReadoutA board-ready presentation: roadmap, business case, and a clear recommended first step.

It's fixed-scope and low-risk by design — and we credit 50–100% of the fee toward a follow-on engagement booked within 60 days.

Who delivers it
Led by Aaron Hall, PMP, CSM

20+ years operating finance and accounting — the close, order-to-cash, and ERP transformation. An assessment grounded in how the work actually gets done, not a generic AI checklist.

Questions finance leaders ask

The readiness assessment — answered.

What do I walk away with?

A prioritized roadmap of your 3–5 highest-ROI AI use cases across the close and order-to-cash, build-vs-buy guidance, and a board-ready ROI business case — whether or not you work with us afterward.

How long does the assessment take?

Typically 2–4 weeks, depending on scope and the number of entities and systems involved.

Is the fee credited toward implementation?

Yes — we credit 50–100% of the assessment fee toward a follow-on engagement booked within 60 days, so your first step is genuinely low-risk.

Do you sell AI tools?

No. We're tool-agnostic — we recommend the platforms that fit your stack and partner rather than resell, so the guidance is in your interest.

Who is the assessment for?

Mid-market CFOs, VPs of Finance, and controllers who want to know where AI will actually pay off before committing budget to implementation.

Let's Talk

Start with the lowest-risk first step.

A short assessment that hands you a prioritized roadmap and an ROI business case — find your highest-ROI wins.

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