Start your Accounting assessment
27 questions, about 15 minutes. Your score is free.
Accounting has more credible AI than almost any other profession, and it is unusually dependent on one thing: whether your coding is consistent between the people doing it.
Dext, Vic.ai and Xero's automation all learn from how transactions have been categorised historically. Where two bookkeepers code the same supplier three different ways, the tool learns the inconsistency and reproduces it faster. Firms tend to read that as the tool underperforming. It is the tool performing exactly as designed on the data it was given.
The same applies further up. Practice management AI can predict which jobs will overrun, but only if job records reflect what actually happened rather than what was budgeted. Reporting tools can flag anomalies in client accounts, but only against a chart of accounts used the same way each period.
This assessment weights Governance & Agility and Intelligence & Insights most heavily, and asks the questions that decide whether the automation you are being sold will hold: how consistent your coding is, how client records are maintained, and what happens at handover when a job moves between people.
Most questions ask which of four specific things are true of your operation — a document that exists, a check that is recorded, a person who owns something. They are matters of fact rather than opinion, and they are written for your industry rather than adapted from a generic template. Four of them, one from each dimension:
You tick what is true. Nothing asks you to rate how good you are, and three of the four dimensions carry no self-rating at all — which is why the score is hard to talk your way past.
Every industry is scored against its own targets. Governance & Agility carries the most weight here, so a gap there costs more than the same gap would elsewhere.
Your report says which of these to buy now, which to wait on, and which are held back by something you have not fixed yet — and which of the ones you already pay for are not yet at full value.
Start your Accounting assessment
27 questions, about 15 minutes. Your score is free. The full report is $159, one-time. We take no commission from any tool we name.
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