Scope sheet
finbryn.com
AI and automation
AI readiness assessment for finance teams
AI readiness assessment for finance teams from Finbryn reviews a US business's systems, data quality and transaction volume in QuickBooks Online or NetSuite, then delivers a written report ranking which finance processes are ready to automate now, which need cleanup first, and which should stay manual, to act on with or without Finbryn.
What is included
- A review of current systems, integrations and data quality across finance
- Transaction volume and process mapping identifying the fastest-payoff automation candidates
- A specific, fixable gap list of what needs cleanup before automation starts
- A prioritized roadmap ranking candidate processes by effort against expected time saved
- A written report your team can act on independently or hand to us for implementation
- A plain assessment of which processes are not yet worth automating, and why
- Recommendations tied to your actual chart of accounts and vendor data, not a generic template
The process
- 1.
Systems and integration review
We review your current accounting platform and every system feeding into it, noting what connects automatically and what still moves manually.
- 2.
Transaction volume and process mapping
High-repetition processes are identified and their actual transaction volume is pulled, since volume drives whether automation pays off.
- 3.
Data quality review
Chart of accounts, vendor lists and historical transaction data are checked against what an automation model actually needs to work reliably.
- 4.
Gap list and roadmap scoring
Every candidate process is scored on effort to automate against expected time saved, producing a ranked, prioritized roadmap.
- 5.
Written report delivery
You receive a report built to be actionable on its own, whether you implement it yourselves or engage us for the next step.
Software
QuickBooks Online, Xero, NetSuite, Power BI, Dext, BILL
Pricing
The assessment is a fixed-fee engagement scoped to the number of systems and processes involved, priced separately from any implementation work that follows. Current rates for ongoing bookkeeping and related services are published on the pricing page; the assessment itself is quoted once we know how many systems are in scope, since a single-platform business and a multi-entity operation take different amounts of review time.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026