Start your AI Journey
AI Opportunity Identifier
Find your highest-ROI AI use cases in one session
Get the SkillHow to Upload a Claude Skill
Features List
11
CFO Domains Covered
10+
Use Cases per Session
4
Maturity Levels Assessed
Why Finance Leaders Use This Skill
Pinpoint High-ROI Wins
Stop guessing which AI projects matter. The skill scores every opportunity by effort and impact, so you invest where the return is real.
Covers Your Whole Office
FP&A, Accounting, Treasury, Tax, Risk, Compliance, Reporting, IR, M&A, Corporate Finance, and Controlling. All 11 CFO domains in one assessment.
Board-Ready Business Cases
Assess all 11 finance domains with 50+ use cases
Phased Roadmap Included
You get a clear timeline: quick wins for months 1-3, foundation work for months 3-6, core builds for months 6-12, and strategic projects beyond.
Know Your Starting Point
A 5-question maturity assessment places your team at one of four levels. Every recommendation is then matched to what you can actually execute today.
What You Get
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Claude Custom Skill (.skill file)
The AI-powered assessment engine. Upload it to Claude and run a full opportunity scan in a single conversation.
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AI Use Case Library
Built-in reference covering 40+ finance-specific AI use cases across all 11 CFO domains, with maturity requirements and benefit benchmarks.
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Tool & Vendor Reference
Curated recommendations mapped to each use case, tiered by organization size: enterprise, mid-market, and SMB-friendly options.
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Excel Assessment Workbook (6 tabs)
Editable model with Executive Summary, Assumptions, ROI Calculator, Priority Matrix, Roadmap Gantt, and Tool Recommendations.
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Installation Video
Step-by-step walkthrough showing how to upload and activate the skill in your Claude account.
When to Use This Skill
Starting Your AI Strategy
You know AI matters for finance, but you don't know where to begin. Run the assessment to get a prioritized list of opportunities matched to your team's readiness.
Building the Business Case
Leadership wants numbers before approving AI spend. The skill generates semi-quantitative ROI estimates, payback periods, and 3-year NPV for each opportunity.
Planning Your Next Budget Cycle
You need to include AI initiatives in the annual plan. Use the phased roadmap and cost estimates to build a credible, time-bound investment proposal.
Benchmarking AI Maturity
Your board asks how the finance function compares on AI readiness. The 4-level maturity assessment gives you a clear answer and a path forward.
Evaluating AI Vendors
Too many tools, not enough clarity. The built-in vendor reference maps specific recommendations to each use case and budget tier.
How the 8-Step Assessment Works
| Step | What Happens | What You Get |
|---|---|---|
| 1. Maturity Check | Answer 5 questions on data, tools, and team readiness | AI maturity level (1–4) tailored to your org |
| 2. Focus Areas | Pick from 11 CFO sub-functions | Targeted scope, not a generic checklist |
| 3. Assessment | Answer process, data, and pain-point questions per area | Detailed picture of where AI fits |
| 4. Use Case Match | Skill matches your answers to its 40+ use case library | Relevant opportunities scored by fit |
| 5. Prioritize | Effort/impact scoring with priority matrix | Ranked list: quick wins, strategic bets, deferrals |
| 6. Business Cases | Auto-generated ROI for top 5–10 opportunities | Quantified benefits, costs, and payback periods |
| 7. Roadmap | Phased plan across 4 horizons (0–24 months) | Timeline with milestones and resource needs |
| 8. Tool Picks | Vendor recommendations by use case and budget | Actionable next steps for procurement |
Common Questions
What is a Claude Skill?
How long does the assessment take?
Do I need technical skills to use this?
What do I need to get started?
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Stop Guessing. Start Building Your AI Roadmap Today.
Identify 10+ high-ROI AI opportunities for your finance team. Updated for 2026.