Checklist: Kick-start your AI journey

From The modern nonprofit CFO: Reducing risk & reclaiming time with AI, co-authored by PEX & Microsoft Elevate, this checklist helps finance leaders assess their processes, data and controls to identify the next practical steps toward an AI-ready finance function.

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Kick-start your AI journey

  • Key objectives

    • Identify the best finance process to automate first

    • Prepare the data, systems and controls AI needs to work

    • Launch AI initiatives with measurable impact

  • Summary

    This practical AI checklist helps finance professionals take the first step toward AI-powered operations. It outlines the key actions needed to prepare data, automate high-impact workflows, establish governance and measure results so teams can adopt AI with confidence and clear business impact.

  • Testimonials

    • Dane Barata

      CFO, Team Rubicon

      "What used to take days to reconcile now takes hours, allowing us to redirect more energy into serving communities.”

    • Joshua Tripp

      CFO, World Central Kitchen

      "In crisis response, we don’t have weeks to close the books. We need financial clarity in real time. AI-driven automation gives us the visibility and control to stay accountable while moving fast enough to meet the moment."

Testimonials

Get the free checklist