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Board-Ready AI Strategy Roadmap

Receive a Board-Ready AI Finance Integration roadmap that goes beyond consulting jargon. Our approach is practical, results driven and rooted in real-world finance experience.

Is Your AI Investment Strategy Board-Ready?

Transforming your finance function with AI requires more than just selecting the right tools—it demands a clear, actionable strategy that aligns with your business objectives.

We know AI into finance isn't about fancy PowerPoints or theoretical frameworks. It's about knowing exactly what tools will save your team time, reduce errors, and make your processes better.

We're finance people first - we've lived through month-end closes and know what it's like when systems don't talk to each other. Our approach focuses on practical steps that work in the real world of finance teams, not consulting theory.

We create clear, actionable AI roadmaps that show you exactly what to do, when to do it, and what results to expect.

How We Build Your Roadmap

1

Reality Check

Following a process audit, we quickly understand what's actually happening in your finance function:

Current Tech Setup

We look at what systems you're using now, how they're set up, and where they cause headaches for your team.

Data Reality Check

We examine your actual data quality and accessibility - because AI needs good data to work, and we need to know what we're really dealing with.

Team Skills Today

We talk to your team to understand their real experience with automation and tech - no sugar coating, just honest assessment.

Control Requirements Check

We review your control framework to make sure any AI solutions will strengthen your compliance, not compromise it.

Learn From Experience

We look at what automation you've already tried - both what worked and what didn't - so we don't repeat past mistakes.

2

Tailored Solution Design

Once we understand where things stand, we create an AI roadmap customized to your specific needs:

Process Prioritization

We identify which finance processes would most benefit from AI, whether it's data entry, reconciliation, forecasting, or reporting. Our goal is to find the highest-impact areas for quick wins and long-term gains.

Right-Sized AI Tools

Not every finance team needs a cutting-edge AI system. We help you select tools that fit your team's capacity and budget. Some teams need full automation; others benefit from simple, effective integrations. We tailor our recommendations accordingly.

Integration Planning

It's not just about adding a new tool—it's about making it work with what you already have. We plan how AI will integrate with your current systems and processes so it feels like a natural fit, not an overhaul.

Control and Compliance Built-In

We know how critical compliance is. Every recommendation considers your control requirements, ensuring AI solutions don't just meet financial reporting standards but enhance them.

3

Real-World Testing (Pilot Program)

Finally, with our curated knowledge and expertise, we pinpoint great finance ai tools, agents, assistants and automations that we think will achieve the immediate impact you're looking for:

Controlled Pilots

We validate effectiveness in a limited setting before full rollout, minimizing risks and ensuring smooth adoption.

Iterative Feedback and Metrics

KPIs like time saved or error reduction are tracked, and feedback gathered to refine solutions and ensure user-friendly implementation.

Deliverables


Your AI roadmap isn’t just a document—it’s a practical, step-by-step plan for integrating AI into your finance function. Here’s what you’ll receive:

  • Current State Analysis
    • A comprehensive overview of your existing finance tech landscape, identifying where system compatibility issues or process bottlenecks impact daily work.
    • Data quality and accessibility reports, revealing areas for improvement and setting a baseline for AI integration.
    • An honest skill assessment of your team’s current tech expertise, pinpointing roles where additional training or support might be needed.
    • Compliance integration review, ensuring any AI recommendations align with financial control frameworks and regulatory standards.

  • Customized AI Recommendations
    • Prioritized list of finance processes that would most benefit from AI integration, organized by anticipated impact (e.g., time savings, error reduction).
    • Tailored tool recommendations that match your operational needs and budget—whether it’s a full-scale AI system or smaller-scale automation.
    • Specific, practical steps for aligning AI with your current systems and data, reducing the need for disruptive overhauls.

  • Pilot Testing Plan
    • Pilot setup outline to validate AI effectiveness on a small scale, minimizing risk and allowing for adjustments before full deployment.
    • KPIs and performance metrics to measure the pilot’s success, including time savings, accuracy improvement, and reduction in manual work.
    • Structured feedback loops from your team, allowing real-world input to refine and enhance AI functionality before the broader rollout.]

The GenFinance.AI Difference


At GenFinance.AI, our edge lies in our unique blend of finance and AI expertise, combined with extensive experience in external audit. Here’s why our approach stands out:

💼

Finance-First Approach

Built by finance professionals who understand your challenges

  • Deep expertise in month-end processes
  • Practical solutions for real finance teams
  • Focus on tangible results
🔒

Risk & Compliance Focus

Rigorous risk-aware mindset in every solution

  • Enhanced control frameworks
  • Data integrity preservation
  • Compliance-first design
🎯

No-Fluff Consulting

Clear, actionable recommendations

  • Practical implementation steps
  • Detailed timelines
  • Real-world solutions
🤝

Dedicated Support

Continuous guidance throughout your journey

  • Ongoing feedback loops
  • Iterative improvements
  • Long-term partnership

Ready to Integrate AI into Your Finance Team?


Contact us today for a free, no-obligation consultation and take the first step toward embedding AI into your finance operations with confidence.

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