This website requires JavaScript.

AI Readiness Checklist

Getting AI to work in finance isn’t just about adopting new tools – it’s about making the right decisions in the right order. This practical 10-step checklist helps finance leaders assess their AI readiness and put the foundations in place to move from experimentation to repeatable, well-governed workflows.

Download the checklist

Preparing finance teams for AI adoption

Many finance teams are experimenting with AI, but without a clear structure around metrics, data, governance and skills. This checklist gives you a clear sequence to follow — helping you prioritise the right workflows, set success criteria early, and build confidence across your team before scaling.

What's inside:

  • How to select a strong first workflow and build momentum

  • How to define success metrics before you start (time saved, accuracy, close speed)

  • How to prepare your data to improve reliability and adoption

  • How to upskill your team and establish prompt fluency

  • How to put governance and human oversight in place from day one

Download the checklist and take a structured, low-risk approach to AI in finance.

Payments services are provided as part of the Spendesk product by Spendesk Financial Services in the EEA, by Adyen in the UK and by Sutton Bank in the US.

Spendesk Financial Services is a French payment institution licensed by the ACPR under number 17518. Adyen N.V. is a Dutch bank, whose UK branch is licensed by the FCA to provide payment services under number 779800. Sutton Bank is an FDIC insured member institution.

Visa debit cards are issued by Spendesk Financial Services in the EEA, by Adyen in the UK and by Sutton Bank in the US, pursuant to a license from Visa.