AI Readiness Audit
You don't have an AI problem — you have a "which process, and is our data good enough" problem. This audit answers both. I map how work actually moves through your company, score each process on what AI can realistically take over today, check whether your data supports it, and rank what pays back first. Where AI isn't the answer, I say so — that finding is worth as much as the other kind.
Book a Free CallWho Is This For?
Built for companies that suspect AI could absorb a large share of their repetitive work but want an independent read before committing budget. I'm not reselling anyone's licence, so the recommendation at the end can honestly be "don't".
- Operations and finance teams moving high volumes of documents by hand
- Accounting and bookkeeping firms weighing automation across a whole client base
- Financial services and advisory firms carrying heavy reporting and reconciliation work
- Wholesalers, distributors and logistics companies with manual order and invoice flows
- Any company of 10–500 people that wants an honest answer before spending on AI
What an AI Readiness Audit Involves
Every audit answers the same four questions: what the work actually is, where the data behind it sits, how much of it a model could take over today, and what running that would cost against what it saves. What changes between sectors is which processes are worth pointing those questions at.
For accounting firms
Document intake, posting, bank reconciliation and the chase for paperwork clients never sent — across a whole client base rather than one set of books. The audit scores how much of that survives automation once you account for how differently each client's records are kept.
For financial advisers
Client reporting, suitability paperwork, meeting notes and the reconciliation between platform data and your own records. In most firms the recoverable hours sit in assembling reports, not in giving advice — and that is the part worth testing first.
For insurance brokers
Submission handling, quote comparison, renewal chasing and checking policy documents against what was actually quoted. The audit looks hard at how consistently your documents are structured, because that single fact decides whether extraction is dependable or a new source of errors.
For small businesses
Fewer processes, so the audit goes narrower and deeper — usually invoices, email triage and reporting. Below roughly ten people the honest finding is often that two well-chosen off-the-shelf tools beat anything custom, and I will say so rather than scope a build.
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
- A readiness score across process, data, systems and team — with the reasoning behind every number
- A process map with an automation opportunity score against each step
- A data quality review with specific metrics, not adjectives
- A prioritised roadmap with ROI estimates and realistic build costs
- A risk analysis with a concrete mitigation for each risk
- An executive summary your board can read in five minutes, plus a follow-up call
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 say this on the discovery call too. Talking someone out of a project costs me a fee and saves them a quarter.
- 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?
Two to three weeks from kickoff to delivery, depending on how many processes are in scope. Most of that is my analysis time — I need roughly four hours from your team across the whole engagement.
How much does an AI readiness assessment cost?
A fixed fee, agreed before anything starts and scoped by how many processes and systems are in the audit. You get the number after the free discovery call. No hourly billing, no change requests halfway through, and no percentage of whatever gets built afterwards.
Do you only audit companies running particular software?
No. The audit is system-agnostic. I've worked across ERPs, accounting platforms, CRMs, spreadsheets and homegrown internal tools — what matters is how the work flows and whether the data behind it is clean, not which vendor's logo is on the screen.
Do I need technical people on my team for this?
No. The audit is written for business leaders. Every technical finding comes with plain-language reasoning and a clear action, and I'll happily walk your CFO or COO through it line by line.
What size company is this built for?
Companies of roughly 10–500 people, in any sector. If your team handles repetitive work or large volumes of documents and data, there is almost certainly something here worth quantifying.
What happens after the audit?
You own the roadmap. Act on it with your own team, bring me in to build the first agent, or hand it to another vendor entirely. There's no lock-in and no clause that makes the audit worthless unless you hire me next.
Related Services & Resources
Start With a Free 30-Minute Call
Bring five real examples of the work that eats your team's week. We'll count the hours together. If an audit makes sense you'll know exactly what it covers and what it costs — and if it doesn't, I'll tell you that instead.
Book a Free Call