Is Your Finance Process Ready for AI? Use the Smart New Joiner Test
A finance process is ready for AI when its inputs, rules, exceptions and escalation paths are clear enough for someone new to operate it with limited supervision.
Practical writing on finance transformation, controllership, FP&A and applied AI. The focus is less on what AI might eventually do and more on where it works, where deterministic controls remain necessary, and how finance operating models need to change around it.
A finance process is ready for AI when its inputs, rules, exceptions and escalation paths are clear enough for someone new to operate it with limited supervision.
A practical framework for choosing between deterministic automation, generative AI and controlled agentic workflows in finance.
Modern finance operations improve when teams organise work around material exceptions instead of treating every transaction equally.
Month-end performance should be judged by whether balances remain stable, exceptions are resolved and the business trusts the result—not only by the declared close date.