What the pack includes
- Free AI assistant preparation before the session.
- CFO AI Finance Playbook preview to help frame the issue.
- One expert hour with Gilles focused on your Finance AI challenge.
- Review of value, feasibility, risk, data readiness, adoption and governance.
- Concise post-session summary by email.
- Suggested next 30-day actions.
- Role-specific AI Finance Playbook to build trust, lead with confidence and drive ROI.
- Option to buy additional advisory time if deeper support is useful.
What to bring
- Your current Finance transformation challenge or opportunity.
- The process, function or decision area where AI may create value.
- Any known constraints around data, platforms, controls, adoption or governance.
- The decision you need to make in the next 30, 60 or 90 days.
What we will clarify
- Whether the use case is suitable for AI now or should be sequenced later.
- What needs to be true before the change can scale safely.
- How to distinguish productivity opportunities from decision-sensitive workflows.
- Where human judgement, controls and programme oversight need to sit.
Use the playbook and assistant first
Preview the CFO playbook to sharpen your thinking, then use the free AI Finance Playbook assistant to frame your question before booking. Bring the sharper version to the Diagnostic Pack.
Preview the CFO playbook Prepare for free