FPA AI Readiness Scorecard

FP&A AI Readiness Scorecard Not every finance task is ready for AI. This one-page scorecard helps you decide which ones are, in about five minutes. How it works Pick one recurring FP&A task, such as variance commentary, a management pack or a forecast refresh. Score it against five questions, 0 to 2 points each: Your total out of 10 tells you what to do next: automate now, pilot with controls, redesign first, or keep it human-led. What’s inside The scoring sheet with four score bands and clear next steps A benchmark of 10 common FP&A tasks, from data consolidation (9/10) to board sign-off (1/10) A simple rule for what to automate and what to keep with people Who it’s for FP&A managers, financial controllers and finance leaders deciding where AI belongs in their process. Want help with your result? Book a session with me here on Leland and we’ll take your highest-scoring task and turn it into a workflow you can trust. Albert Lee, Fellow CPA (HKICPA) · Leland Top Expert, AI for Finance