AI readiness for finance teams

Use AI in finance. Keep every number explainable.

We assess whether your data and controls are ready for AI, fix what isn’t, and give you a clear record of what AI did, for your auditors and your board.

The five areas we score

Data quality

/12

Process standardisation

/12

Controls and governance

/12

Transparency

/12

Skills and adoption

/12

Your readiness score

/60

Foundations first

AI is only as strong as what it stands on

Most AI plans start at the top: a strategy, a new tool. If the processes and data underneath are weak, AI makes the cracks bigger and harder to see. We start at the bottom and work up.

3 · AI

AI strategy, tools and AI-assisted reporting

2 · Finance operations

Close, consolidation, forecasting and reporting

1 · Foundations

One source of truth, clean data, documented processes

We start here

AI Readiness Assessment

Know where you stand, with a prioritised 90-day plan.

£4,500–£9,500

Data Quality Sprint

Six weeks fixing the data AI depends on.

from £9,500

AI Implementation Retainer

AI use cases set up in your tools, each with a control.

£2,000–£5,000/month

AI Transparency and Controls Pack

AI use register, review steps and a staff AI policy.

from £6,500

Recordings and templates

One payment. A year of recordings and new templates.

AI use register, data-quality checklists, close tools, AI policies and recorded training for finance teams. £295 a year for everything, with new templates added every month. Free for clients of our services.

Why auditors and regulators are asking

FRC · March 2026

Auditors stay accountable for AI output

Read the FRC announcement

EU AI Act · from August 2026

Transparency rules are starting

Read a summary of the changes

ICO · ongoing

Personal data in AI tools needs care

Read the ICO guidance

Last reviewed 2 November 2026. A summary, not legal advice.

Is your finance team ready for AI?

Answer 15 questions and see your score, with the area to fix first, in five minutes.