AI Readiness Assessment
Before You Buy AI, Know What You’re Ready For
Every fintech vendor has an AI story right now. Most of them are selling futures, not features.
The AI Readiness Assessment cuts through the noise. It’s a practical evaluation of where AI can actually help your financial operations today — and where you’d be lighting money on fire.
The Problem
- Vendors are pitching “AI-powered” everything, from AP automation to fraud detection
- Most mid-market finance teams don’t have the data infrastructure to benefit from AI yet
- Buying AI tools before your processes are clean is like putting a turbocharger on a car with flat tires
Who This Is For
- CFOs and controllers fielding AI pitches from vendors
- Operations leaders wondering which processes are actually candidates for automation
- Business owners who want to be smart about technology investment, not trendy
What You’ll Get
- Honest assessment — what’s ready for AI today vs. what needs foundational work first
- Process inventory — which of your finance workflows are structured enough for automation
- Data readiness score — can your systems feed an AI tool, or will you spend 6 months cleaning data?
- Quick wins — mundane automation that pays off now (no AI required)
- Long-term roadmap — where to invest in 12–24 months as the technology matures
Our Approach
We’re not selling AI tools. We’re not partnered with any vendor. We’ve spent 20+ years evaluating fintech products from the buyer’s side — and we’ll tell you which ones are worth your time and which are vaporware with a chatbot skin.