AI Readiness Audit
Wondering where AI actually fits in your accounting or finance operation? This audit maps your document flows — invoices, bank statements, contractor checks — and tells you honestly which of them an AI agent pays back first, what your ERP data supports today, and what to fix before automating anything.
Book a Free CallWho Is This For?
The audit is built for accounting offices (biura rachunkowe) and finance teams that suspect AI could take over the repetitive document work — but aren't sure where to start, what it costs, or whether their ERP data is good enough. It is also the first step of every accounting-agent engagement: we audit before we build.
- Accounting offices with 30+ clients drowning in document logistics
- Finance teams booking invoices from KSeF and email by hand
- Companies on enova365, Comarch Optima, Symfonia or wFirma
- Wholesalers and distributors with high document volume
- Any SMB (10–500 people) that wants an honest answer before spending on AI
How It Works
Discovery Call
We talk through your business goals, pain points, and current workflows to set the scope of the audit.
Deep Dive
I map your key processes, check data quality, and assess your team's capabilities through interviews and direct analysis.
Opportunity Mapping
I identify where AI can add value, estimate ROI, and flag where AI isn't the right answer.
Roadmap Delivery
You get a prioritised action plan with clear next steps, timelines, and cost estimates.
What You Get
- Process map with automation opportunity scores
- Data quality review with specific metrics
- Prioritised AI roadmap with ROI estimates
- Risk analysis and how to address each risk
- Executive summary with clear next steps
- 30-minute follow-up call to go through findings
What Audit Findings Look Like
Every audit is different, but here are three examples of what past audits uncovered:
Invoice processing — 12 hours per week
A logistics firm was manually matching purchase orders to invoices across three systems. The audit found that a simple LLM-based extraction layer would reduce this to under 90 minutes per week, with a 6-month ROI.
Customer emails — no triage system
A 40-person retailer was routing all customer queries manually. The audit identified an AI classification model that could pre-sort 80% of emails with 95% accuracy, freeing three hours per day for the support team.
Reports — assembled from five spreadsheets
A financial services firm spent two days each month compiling management reports from Excel files. Automated data pipelines and a report generation script cut this to under two hours.
When an Audit Is NOT the Right First Step
I'll tell you this on the discovery call too — honesty matters more than the sale.
- You already have a specific, well-defined automation in mind — you should go straight to a build
- Your team has fewer than 5 people and no repetitive processes — AI overhead won't pay off yet
- You're pre-revenue and looking for investor-facing AI credentials — that's a different service
Frequently Asked Questions
How long does the AI Readiness Audit take?
Usually 2–3 weeks from kickoff to delivery, depending on the size and complexity of your business.
Do I need technical expertise on my team?
No. The audit is built for business leaders. I translate every technical finding into plain language with clear actions.
What size company is this for?
Small and medium businesses with 10–500 employees, across any sector. If your team handles repetitive work or large volumes of data, there are almost certainly AI opportunities worth exploring.
What happens after the audit?
You'll have a clear roadmap. You can act on it with your own team, bring me in for the AI-Powered Automation service, or work with someone else entirely. No lock-in.
Related Services & Resources
Start With the Free 30-Minute Call
We take 5 of your real clients or document flows and count how many hours a month the manual work eats. If an audit makes sense, you'll know exactly what it will examine — and if it doesn't, I'll say so.
Book a Free Call