CHECKLIST
A data base ready for AI
The steps to get the finance data in order and have AI answer correctly in seconds, even from your phone.
What's inside
AI answers what the month's margin was in seconds, but it only gets it right if the data behind it is in order. The chart of accounts, the master data, the history and the metric definitions are what separate a reliable answer from a well-written guess. Use this list to get the data ready before you ask the first question.
- Accounting and management structure3
- Master data3
- One source, history and integrations3
- Definitions and quality4
- Access, security and testing3
- For whom
- Controllers, FP&A analysts and CFOs who want to query the company's numbers with AI
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