What you’ll discover:
How ready are you to start using AI?
Where you’re strongest and where to improve
Tools and resources to boost your AI literacy
Your AI readiness score
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Want to cut down on financial admin and save more time? Take this quiz to see how ready you are to take the next step with AI in accounting. You’ll get personalised scores for your current knowledge level, processes, and data set-up, along with tailored learning resources to help you progress.
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How familiar are you with the concept of artificial intelligence (AI) and its potential impact on small business accounting?
Technical readiness
Question 1 of 15
Assesses knowledge of AI tools and confidence in using them
I’ve heard the term but don’t know much about it
I know the basics but not how it applies to my business
I understand AI and have looked into some tools
I regularly research or use AI tools in my work
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Which of the following best describes your experience with financial technology (apps, cloud accounting, AI chatbots, etc.)?
I don’t use any financial technology tools
I use basic tools (e.g., online banking, spreadsheets)
I use cloud accounting or financial management software
I experiment with or actively use AI-driven financial tools
Question 2 of 15
Technical readiness
Assesses knowledge of AI tools and confidence in using them
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Do you know what kinds of financial tasks AI can help automate?
No, I don’t know any
I know a few examples but not in detail
I know several and could explain them to others
I already use AI for specific financial tasks
Technical readiness
Assesses knowledge of AI tools and confidence in using them
Question 3 of 15
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How often do you explore or trial new digital tools for your business?
Never
Rarely, only if absolutely necessary
Sometimes, when I hear of a good recommendation
Regularly, I actively seek out new solutions
Question 4 of 15
Technical readiness
Assesses knowledge of AI tools and confidence in using them
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How much do you trust AI tools to handle sensitive financial data accurately and securely?
I don’t trust them at all
I’m unsure and need more information
I trust them with oversight
I know how they store and protect data, so I trust them and use them confidently
Question 5 of 15
Technical readiness
Assesses knowledge of AI tools and confidence in using them
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How structured are your current financial processes (invoicing, expense tracking, reporting)?
Very unstructured, done ad hoc
Somewhat structured but inconsistent
Mostly structured, with standard routines
Fully structured and standardized
Question 6 of 15
Process readiness
Assesses how business workflows are set up for AI integration
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How do you currently manage recurring financial tasks (e.g., payroll, invoicing, reconciliations)?
Completely manually each month
Manually, but with some reusable templates or systems
Using digital tools that reduce manual effort
Largely automated through software or integrations
Question 7 of 15
Process readiness
Assesses how business workflows are set up for AI integration
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When you need financial reports, how easy is it to generate them?
Very difficult, it requires a lot of manual effort
Possible, but it takes significant time
Relatively easy with my current system
Very easy, reports are automated
Question 8 of 15
Process readiness
Assesses how business workflows are set up for AI integration
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How clear are your internal workflows for handling financial tasks?
No clear process, it varies on the person doing it
General steps exist, but they’re not well-documented
Well-documented and generally followed
Highly structured, optimized, and integrated with tools
Question 9 of 15
Process readiness
Assesses how business workflows are set up for AI integration
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How open are you to trialling AI tools to improve financial processes?
Not open, I prefer the way things are
Cautiously open, but I have some concerns
Open to change if benefits are clear
Very open, I actively look for process improvements
Question 10 of 15
Process readiness
Assesses how business workflows are set up for AI integration
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How do you currently store your financial records (invoices, receipts, expenses)?
Mostly paper-based
A mix of paper and digital records
Mostly digital, but not well organized
Fully digital and well organized
Question 11 of 15
Financial data readiness
Assesses data quality, accuracy, and digital preparedness
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How accurate and up to date are your financial records?
Rarely accurate or current
Somewhat accurate, but often behind schedule
Usually accurate and up to date
Always accurate and updated in real-time
Question 12 of 15
Financial data readiness
Assesses data quality, accuracy, and digital preparedness
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Do you have your financial data centralized in one system or spread across multiple tools?
Completely spread across different places
Somewhat centralized, but gaps remain
Mostly centralized in one primary system
Fully centralized, integrated, and consistent
Question 13 of 15
Financial data readiness
Assesses data quality, accuracy, and digital preparedness
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How easy is it for you to access financial data when you need it?
Very difficult, requires searching through files
Somewhat difficult, takes time to gather
Fairly easy, most data is in one place
Very easy, instantly accessible in digital systems
Question 14 of 15
Financial data readiness
Assesses data quality, accuracy, and digital preparedness
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Do you use software that categorizes and reconciles financial transactions automatically?
No, everything is manual
Partially, with some basic digital assistance
Yes, regularly for most transactions
Yes, fully automated with minimal manual work
Question 15 of 15
Financial data readiness
Assesses data quality, accuracy, and digital preparedness
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Financial data readiness
Process readiness
Technical readiness
Technical readiness
Process readiness
Financial data readiness
You’re at the beginning of your AI journey. Focus first on learning more about AI in finance by reading beginner-friendly guides, attending webinars, or exploring free demos of tools.
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Technical resources:
AI process resources:
Your financial workflows aren’t set up for AI yet. Start by mapping out and standardizing your processes. Even simple documentation, such as invoicing steps, will make automation easier later.
Data resources:
Your data is not yet ready for AI. Prioritize digitizing your records and moving away from paper. Accurate, organized data is the foundation for AI-driven finance.
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You’re just getting started in using AI for financial management. Focus on the basics: digitize your data, standardize processes, and build up confidence with technology
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Technical resources:
You have some familiarity, but you’ll need more hands-on exposure. Start by trialling one AI-enabled finance tool, such as invoice scanning or expense tracking.
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Technical resources:
You’re already confident with technology and AI. Your next step is to deepen your expertise by experimenting with more advanced AI solutions or integrating them across multiple financial functions.
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AI process resources:
Your processes are in good shape for AI adoption. You can focus on optimization by integrating systems to reduce manual work and connecting AI tools directly into your financial operations.
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AI process resources:
You have some structure, but there’s room for improvement. Look for small wins, automate recurring tasks like invoice reminders and gradually upgrade to more connected workflows.
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Data resources:
Your financial data is clean, digital, and accessible. You’re well positioned to leverage AI tools that depend on reliable, real-time information.
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Data resources:
You have some digital records, but gaps remain. Work on centralizing your data in one system and keeping it consistently updated.
