A comprehensive diagnostic.
Lucid is a rigorous, evidence-based assessment of AI maturity across the entire finance operating model. The score is generated from a structured set of questions covering every discipline a modern finance function relies on and calibrated against trusted industry benchmarks so the result is meaningful in the context of your sector and scale.
Built on trusted industry benchmarks
Your results are positioned against a curated set of industry benchmarks that we refresh regularly. That context turns a raw score into something a CFO can act on: where you sit relative to peers, where the gap is widest, and where the realistic upside lies.
Comprehensive across the finance function
The assessment spans 13 areas. The seven core process towers of a finance function plus the six foundational disciplines that determine whether AI investment actually compounds.
- Record-to-Report
- Order-to-Cash
- Procure-to-Pay
- FP&A
- Treasury
- Tax
- Controls & Compliance
- Data
- Technology
- People & Skills
- Governance
- Change & Adoption
- Value Realisation
Tailored to your organisation
Every report is shaped by your sector, scale, and operating context. Benchmarks, narrative and the sized opportunity reflect the organisation that completed the assessment. Nothing is generic.
How we estimate the opportunity
The sized opportunity is a deliberately conservative, annualised run-rate savings figure designed to be beaten in practice. It is calculated in four steps:
- Revenue: we anchor to the low edge of your selected revenue band. Revenue is static, so we never use a wider midpoint that could inflate the result.
- Finance cost base: revenue is multiplied by your reported finance cost as a percentage of revenue (capped at 10% as a sanity guard for obvious data-entry errors). This gives your addressable finance run-cost — the pot AI can act on. The opportunity can never exceed it.
- Maturity-driven savings rate: a single conservative percentage drawn from your overall maturity band — 1% at Leading, rising to 12% at Nascent — based on published ranges for finance-function AI and automation savings.
- Headline figure: finance run-cost multiplied by the conservative savings rate. We quote one number, not a range, and deliberately set it on the prudent side so the figure is achievable with upside.
Rigorous and reviewed
The methodology is maintained and periodically reviewed by Altay AI's finance and AI practitioners. The underlying scoring model is proprietary and is not published.