Find the repetitive document and reconciliation work first. That is usually where the money leaks quietly.
Based on the vertical playbooks and operating patterns in AI That Pays for Itself.
Invoices, receipts, statements, workpapers, and client documents are natural first targets.
The output needs traceability and human approval before financial statements, tax positions, or client commitments.
Hours saved, rework reduced, faster close cycles, and cleaner intake are better metrics than tool adoption.
Pick one workflow. Score readiness. Estimate current cost. Write the kill criterion before the pilot starts. If that sounds obvious, good. Obvious is usually what ships.