The Finance AI Process Finder
Finder Find What Your Team Should Automate, Hand to AI or Fix First
You've rolled out the licences. Here's how your finance team finds what to use them for.
List the work, sort every process into Automate, AI assists, Human decides or Fix first, pick your pilots, check the output properly, and show the hours released.
• Excel workbook with 9 tabs and 43 finance processes pre-loaded
• Worked example for a fictional finance team
• 16-page guide with a 60-minute team workshop plan
• 8 discovery prompts for ChatGPT, Claude, Gemini and Copilot
• Trust ladder and review log, so AI output earns trust before anyone relies on it
• Dashboard showing hours released and what that time goes on instead
Instant download, lifetime access, no subscription. The workbook needs Excel 2019 or later, including Microsoft 365.
Best pilot needs sign-off? Get The AI Adoption Bundle, which adds The Influence Without Authority Playbook.