FP&A AI Readiness Scorecard
Albert Lee
Fellow CPA · ex-PwC · Founder, Axiom FP&A · AI Finance Coach & Corporate Trainer
What this is
A one-page self-assessment for FP&A teams. Pick one recurring task, answer five yes-or-no questions, and get a score out of 10 that 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 clear score bands and 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 deciding what to automate and what to keep human-led
Who it’s for
FP&A managers, financial controllers and finance leaders deciding where AI should, and shouldn’t, go in their process.
About Albert
Albert Lee is a Fellow CPA (HKICPA) and founder of Axiom FP&A Partners. He has trained and coached nearly 500 finance professionals on AI workflows and is a Leland Top Expert in AI for Finance.
What's next
Scored a task at 7 or above and want help building it properly? Book a 1:1 AI Finance Workflow Coaching session, or join the Controlled AI Workflow Lab for Finance to build one workflow end to end over four weeks.