30-day finance AI pilot
A finance AI pilot should be narrow enough to review properly: one workflow, one source pack, one owner and a clear keep/change/kill decision.
Published18 Jun 2026
Updated
Read time1 min · 137 words
Tool focusChatGPT, Microsoft 365
The mistake with finance AI is trying to pilot five ideas at once. A useful pilot has one workflow, one source pack, one reviewer and one success measure.
Practical SME workflow
Start with a month-end close AI workflow. Week one defines source boundaries and the close checklist. Week two runs a controlled draft. Week three reviews exceptions. Week four decides whether to keep, change or stop.
Risk and control
Write the kill condition before the pilot starts. Stop if output cannot be traced, reviewers do more work, sensitive data handling is unclear or the business starts treating draft output as approval.
Source basis
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