Free self-assessment

Is your AI actually
showing up on the P&L?

AI is everywhere now. The question is whether it is paying off. Ten questions, about two minutes, and you will see whether your AI spend is landing on the P&L and where the foundations are missing. Your answers stay on this page. We only see anything if you ask us to send your results.

The scorecard

Answer honestly. Score yourself.

Pick the answer closest to the truth for each. There are no wrong answers, only useful ones.

1.Can you point to a specific line on your P&L that AI has measurably improved?
2.Did you identify where AI would pay off most, tied to a real bottleneck or cost, before buying tools?
3.Is your financial and operational data clean and connected enough to feed an AI tool reliably?
4.Do you have a written AI policy covering data privacy, approved tools, and quality control?
5.Do you set a baseline and measure results before and after an AI pilot?
6.Does your team actually use the AI tools you pay for, rather than letting licenses sit idle?
7.Is one person clearly accountable for AI decisions and outcomes?
8.Are your core systems integrated enough that data is not trapped in silos?
9.When an AI pilot is not working, do you catch it and stop before the budget is gone?
10.Could you show a buyer or board that AI is making the business more efficient, not just busier?

Your result

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Most AI spend never reaches the P&L.

The gap is rarely the technology. It is the foundations and the measurement. That is a CFO's job, and it is most of what we do.

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