AI Implementation Assessment

Assess your organization's AI maturity in Financial Operations

Overall AI Strategy & Data Readiness

1. How well-defined is your organization's AI strategy for financial operations?

Not defined Exploring options Basic strategy in place Defined & communicated Integrated into business strategy

2. To what extent is your financial data clean, structured, and ready for AI integration?

Poor quality, unstructured Some efforts, still messy Partially clean & structured Mostly clean & structured High quality, AI-ready

Payroll

3. To what extent is AI used for real-time data validation and anomaly detection in your payroll process?

No AI, manual checks Rule-based alerts only AI flags some anomalies AI proactively detects most anomalies Advanced AI with continuous learning

4. How automated are your gross-to-net calculations and complex compensation structures?

Manual calculations Basic software, complex cases manual Most calculations automated Highly automated, few exceptions Fully automated, AI handles variations

5. Does your payroll system automatically update for regulatory changes across jurisdictions?

Manual updates only Vendor provides updates, manual application Some automatic updates Mostly automatic, human review Fully automatic with real-time adaptation

Accounts Payable

6. To what extent is AI used for intelligent invoice data extraction (from various formats)?

Manual data entry Basic OCR, heavy corrections AI extracts key fields, some manual review High accuracy AI extraction, minimal review Fully autonomous extraction across formats

7. How automated is your three-way matching process for invoices, POs, and receipts?

Manual matching Basic system, many exceptions Automated for simple cases AI handles most matches, flags complex ones Nearly 99% AI-driven matching

8. Are routine vendor payment inquiries handled autonomously by AI agents?

All inquiries handled manually Basic FAQs via chatbot AI assists in routing inquiries AI resolves 50-70% of inquiries AI resolves 70-80%+ autonomously

Budgeting

9. To what extent does AI assist in generating predictive financial forecasts?

Manual, spreadsheet-based forecasting Basic statistical tools used AI models provide some insights AI generates accurate, dynamic forecasts AI-driven scenario modeling and real-time updates

10. How automated is the aggregation of data from disparate sources for budget preparation?

Entirely manual data collection Basic data exports, manual consolidation Some automated data feeds AI assists in data aggregation and structuring LLMs autonomously aggregate and summarize data

11. Does your organization utilize AI for real-time cash flow visibility and liquidity risk flagging?

Manual cash position tracking Daily reports, no real-time alerts Some automated balance checks AI monitors balances, basic risk flags Agentic AI for continuous monitoring & proactive alerts

Procurement

12. To what extent is AI used to accelerate supplier onboarding and compliance checks?

Manual onboarding, lengthy process Digital forms, but manual verification AI assists with some document checks AI automates most compliance checks Fully automated, rapid onboarding (days/hours)

13. How much does AI contribute to identifying savings opportunities in indirect spend categories?

No AI, manual spend analysis Basic reporting, limited insights AI provides some spend visibility AI actively identifies savings opportunities Advanced AI for strategic sourcing & 10-30% OPEX savings

14. Are AI agents used for managing purchase order queries and approval workflows?

Manual PO inquiries & approvals Basic automated routing AI assists with some PO queries AI agents manage routine PO queries Agentic AI for self-service PO & approval management

Your AI Implementation Results

AI Maturity by Department

This chart shows your organization's AI maturity level across different financial functions.

Overall AI Maturity

This radar chart provides a holistic view of your AI adoption across all assessed areas.

Detailed Insights & Recommendations