Understand Your AI Readiness

Most finance teams know AI is transforming their industry. Few know where to start. Our free assessment gives you clarity — and a roadmap.

Request Your Free Assessment
Primary Assessment

AI Readiness Assessment

Discover where your finance team stands on AI adoption and what opportunities exist to elevate them.

  • Evaluate your team's current AI capabilities
  • Map opportunities to leverage AI tools
  • Identify skills gaps holding you back
  • Get a prioritized modernization roadmap

Format: Personalized report delivered via email

Request Assessment
Supporting Resource

Cash Flow Health Checklist

A practical 25-point diagnostic to assess your cash flow practices and identify quick wins.

  • 25-point diagnostic checklist
  • Red flag identification guide
  • Quick win opportunities
  • Action items you can implement today

Format: PDF checklist delivered via email

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Why Assess Your AI Readiness?

88% of finance professionals know AI will transform their work — but only 8% feel prepared. The gap between knowing and doing is where businesses lose ground.

3-4x

competitive advantage for AI-adopting businesses

50%

reduction in forecasting errors with AI tools

2028

deadline before the gap becomes irreversible

Want to discuss your results or learn more about how we can help?

hello@upstreamcfo.com