A pilot with boundaries
Agree the inputs, exclusions and definition of a useful output. Candidate tasks include invoice extraction, receivables summaries or a reviewable cash view.
[06 — DISCOVERY PILOT]
Finance AI copilot.
A careful first step for Finance AI.
Let’s discuss your pilotMake room for better financial decisions.
Explore one bounded finance task before deciding what to automate. This is a discovery pilot: we assess data, review requirements and output quality with Finance, while people retain approval and posting authority.
IS THIS FOR YOU?
For finance teams willing to evaluate a specific preparation or review task using approved data and a named reviewer. This is not an autonomous accounting service.
From a clear brief
to useful work.
Reviewable outputs
Where feasible, connect outputs to their source records and flag uncertainty. Finance reviews exceptions and confirms whether the result is usable.
An evidence-based decision
Compare preparation time, correction effort and accuracy with the current process. Decide whether to expand, revise or stop the pilot.
Prepare an invoice exception queue
Today
A reviewer opens each approved sample invoice to identify missing or inconsistent information.
A possible next step
A pilot extracts agreed fields and flags possible exceptions for the reviewer. It does not approve payments, post journals or make final accounting decisions.
Start focused.
Learn before scaling.
Select one task
Finance chooses the use case, permitted data and review boundaries.
Evaluate sample outputs
Measure extraction or summary quality, including ambiguous and incomplete records.
Make a go/no-go decision
Review time saved after corrections and determine whether further investment is justified.
What we need to start
- One clearly bounded task
- Approved sample data and handling rules
- A Finance reviewer and accuracy criteria
What we can measure
- Field-level accuracy
- Reviewer correction time
- Exceptions correctly flagged
- Time saved after review
Before we begin.
Can the AI approve payments or post transactions?
Not in this discovery pilot. Finance retains approval, payment and posting authority.
Is this a finished finance product?
No. It is a scoped discovery pilot used to evaluate whether a specific task is suitable for further development.
What happens if an output is wrong?
Outputs are subject to human review. We record errors, examine their causes and include correction effort in the pilot evaluation.
Bring your
next challenge.
Start with your workflow. Define the right next step together.