Finance information support

Project Description: AI finds relevant passages in approved finance policies and uses them to answer staff questions with source links. It respects document permissions and routes uncertain questions to a finance owner for review.

Implementation effort

88–320staff hours total

Current workload

—staff hours / month

Net time saved

—staff hours / month

Project difficulty

Moderate

Implementation work

Define policy questions and access12–40h
  • Define supported policy topics and agree 25 reference questions and answers.
  • Assign document owners, two access roles and escalation for unsupported answers.
Sources
Prepare policies and document versions16–64h
  • Prepare 50 approved documents with current versions and accountable owners.
  • Apply access tags for both roles and prepare content for the existing retrieval service.
Sources
Configure cited answers and escalation24–88h
  • Configure retrieval and answer prompts to cite relevant approved policy passages.
  • Set uncertainty responses and escalation; keep financial analysis and transactions outside this workflow.
Sources
Test answers and restricted content24–88h
  • Test reference questions, unknown questions and conflicting-document cases.
  • Check restricted documents under both roles, correct failures and rerun affected cases.
Sources
Pilot with finance users12–40h
  • Pilot with users and demonstrate source checking and escalation for uncertain answers.
  • Assign support and document-update responsibilities before handover.
Sources

Ongoing work

Maintain finance information tools36–144h / yr
  • Refresh policy versions and ownership, sample answers and investigate retrieval or access failures.
  • Update prompts, reference questions and support guidance when policies or roles change.
Citations
Further projects
  • Cover additional finance policies, audiences or languages.
  • Add finance-data questions as a separate extension with numerical and access validation.

Organization assumptions

Organization size

Estimated finance staffing: ≈19 FTE

Workload estimatesAvg. staff hours/month
Changes across projects
How adjustments work
  • Existing systems, data, procedures and skills change the implementation tasks.
  • Workflow automation and exceptions change the current workload and potential time savings.
  • Adjustment sizes are planning assumptions. Case-study results stay unchanged.
  • Shared setup is counted once on the shared foundation project; upkeep remains.
View assumptions and task mappings ↗