Approach

Start with a two-week AI assessment.

Two weeks working alongside your team to identify where AI delivers the most value in your finance function — and how to get there within 90 days.

At a glanceAI assessment · 2 weeks
Duration2 weeks — kickoff on day 1, delivery end of week 2.
Your team's time~8 to 16 hours spread across the period — kickoff and validation with the full team, deep‑dives with the CFO, controller and process‑owners.
Investmentfrom € 2,500 (excl. VAT)fixed price, incl. free use of Saldus.ai during the assessment.
OutputQuick‑wins, 3 use cases with business case + 90-day roadmap.
Follow-upCompletely non-binding — no obligatory sprint afterwards. You keep the deliverables.

Not sure if this assessment is right for you?

Take the free AI-readiness scan first — same 7 pillars, 5 minutes to complete yourself. Afterwards you'll know whether an assessment makes sense.

Take the AI-readiness scan
Approach

What the two weeks look like.

Four steps, no surprises. Each step has a fixed deliverable that feeds into the next.

01
Day 1 · on site

AI kickoff with the team.

Half a day at your location. We align the team on what AI can and cannot do today, clear up myths, and map where the pain points are in the current finance cycle.

Deliverable · pain-point inventory + shared AI baseline across the team
02
Week 1

Process, stack and data mapping.

We map your processes, tools and data flows. Not a 50-page report — but a working picture of where the manual work sits, where data lives, and where AI can realistically have an impact.

Deliverable · stack and process map
03
Week 2

Use-case shortlist with scoring.

From all possible applications we select three cases that score well on both impact and feasibility. Per case: problem, AI solution, data required, estimate of savings or acceleration, and go/no-go criteria. Plus a number of quick wins to act on immediately.

Deliverable · 3 cases with business case + quick wins
04
End of week 2

90-day roadmap.

Concrete plan: which case first, which quick wins, which preconditions, which budget. Including a recommendation for team AI adoption so the solution actually sticks.

Deliverable · 90-day roadmap + GO/NO-GO
What you get

Concrete, actionable output.

Four deliverables that retain value even without a Start 2 Scale follow-up. Delivered into your tenant (MS365 or Google), not buried in a PDF archive.

01 · Stack and process map
Exact Online
ledger · source
MS365
mail · docs
Excel workbook
close · forecast
Month-end close
5 days manual work
Cashflow tool
standalone SaaS
Accounts receivable
in Exact + Excel
Board pack
PPT · monthly
Pain points
7 identified

Stack and process map

Clear overview of your finance stack, data flows and process bottlenecks — focused on AI opportunities.

02 · Scoring matrix
Feasibility
A
B
C
D
E
Impact (€ · hours)

Use-case shortlist

Long list with prioritised AI initiatives and three fully worked-out cases, scored on impact (€ or hours) and feasibility (data, tooling, change).

03 · Business case
A · Month-end agent€ 4,200/m
B · VAT check€ 1,800/m
C · AR flow€ 2,700/m
Implementation€ 14,500
ROI · 90 days2.1×

Business case per use case

Approach, tools, stakeholders, costs, benefits, payback period, risks, go/no-go criteria.

04 · 90-day roadmap
W1W2W4W6W9W12
Pilot A
Adopt training
Case B build
Audit-grade live
Case C build
Review · GO/NO-GO

90-day roadmap

Concrete plan for the first 90 days: which use case first, which quick wins, which dependencies, which budget. Useful even without Start 2 Scale.

Frequently asked questions

About the assessment.

How do I know if this assessment is worth it for me?
Take the free AI-readiness scan — it gives you a Green/Amber/Red status per pillar in 5 minutes, using the same framework as the assessment. If the outcome is mixed and the pattern is clear, you will immediately know where this assessment adds the most value.
What do I need to provide upfront?
We work with whatever is available — preferably an overview of your finance stack, process descriptions, manuals and sample reports. Plus relevant company context that we can load into Saldus.ai to feed the agents.
Who from my team needs to be involved?
Kickoff and validation with the full team, deep-dives with the CFO, controller and process owners. Time investment: ~8 to 16 hours spread across two weeks — most of it sits with the process owners during the stack and use-case sessions.
What if I don't want to continue after the assessment?
Then it stops there. You keep the deliverables, no obligatory follow-up sprint.
How does this relate to a sprint or Saldus?
During the assessment you can try Saldus.ai for free and then decide how to proceed — with a sprint, a Saldus implementation, or on your own. The advice is deliberately vendor-neutral: sometimes the answer is build it yourself, sometimes choose tool X. Only when the business case stacks up does it land in Saldus.

“Often the advice is: build it yourself, or: choose tool X. Sometimes it is Saldus. Only when the business case stacks up.”

Next step

Ready for an honest picture of where AI pays off in your finance function?

An initial call takes 30 minutes. Afterwards we decide together whether an assessment makes sense.

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