Are your books ready for AI-Enabled bookkeeping?
Before you buy another tool, run the 30-question readiness check Catalyst uses on every engagement.
The Problem
Most teams jump to AI bookkeeping tools before the underlying books can support automation. The result is automated mess — faster errors, harder reconciliations, and auditor surprises. This checklist finds the gaps before the software does.
A practical, 30-question diagnostic Brian uses with every prospective bookkeeping engagement. Works through data hygiene, chart-of-accounts discipline, reconciliation cadence, documentation standards, and the human oversight you still need after automation. If you score below the threshold, the checklist tells you exactly what to fix first — before you spend a dollar on new tooling.
What You Get
- 30-question readiness diagnostic across five operating dimensions
- Scoring rubric with a clear go / not-yet threshold
- Remediation playbook for the most common gaps
- Human-in-the-loop controls that survive auditor scrutiny
- Vendor evaluation questions for AI bookkeeping platforms
Download for Free
Click below to access this resource. You'll be asked to enter your email to view and download.
Access Resource (DocSend)How It Works
Score your books
Work through 30 questions across data, process, controls, people, and tooling.
Identify gaps
Use the scoring rubric to see which dimensions are ready and which need remediation.
Remediate first, automate second
Follow the playbook to close gaps before you evaluate AI platforms.
Explore Related Services
Want Help Putting This Into Practice?
Download the resource, then schedule a consultation to build a customized implementation plan.