A directory of real use cases of people and companies using AI and AI agents in accounting, treasury, consolidation, annual accounts, controlling and reporting, and in the most widely used financial E
AI transformation planning and assessment for small and mid-size companies
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
US
Pricing model
Not given
Paid
Pricing
Not given
AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
Key features
Directory of real use cases with identified users
Tutorials for replicating use cases
Guides and manuals for setup and configuration
Ready-to-copy prompts with variables and warnings
Community resources including open tools and templates
Evidence levels for each entry
Coverage of 17 ERPs
Bilingual content in English and Spanish
Three guided AI sessions delivered in web app on your own schedule
Voice or text responses with automatic saving
18-month AI roadmap delivered as three PDF documents
One-page summary, roadmap, and companion document
30-day make-it-right guarantee with revision option
Add a Process feature to cover additional processes (coming soon)
90-Day Check-ins to update roadmap (coming soon)
What makes it different
Real, identifiable users rather than anonymous examples
Verified sources and public links for every entry
Clear confidence levels so announcements are not mistaken for results
Practical, tested approaches prioritized over press releases
Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
No vendor pitch or product recommendations, just independent advice
Includes team assessment with up to six leaders' perspectives
All numbers are labeled and traceable to your own data
Agents Finance
Tier8