
Operational & AI Readiness Audit
Understand how your business really operates — before automating anything.
Most companies rush into AI without fixing the foundations. This audit helps you slow down, assess reality, and make smart, defensible decisions about automation.
This is not a chatbot and not a generic AI report. It’s a structured operational audit that evaluates how your business runs today — across people, processes, tools, and decision-making — and determines whether AI is appropriate, premature, or risky. AI is used as an analytical assistant, not a replacement for judgment.
Why this exists
- • Find bottlenecks
- • Reduce operational drag
- • Avoid premature automation
Who it’s for
- • Fractional CFOs
- • Finance consultants
- • Small teams (2–15)
How it works
- 1) Complete intake
- 2) Run audit
- 3) Review results
What you get
- • Summary + findings
- • Risk & readiness
- • Prioritized next steps