AI, on one page.

What it is, where it bites, what it costs, who signs, and where it sits in finance.

1
Ask what goes in and what comes out. If nobody can say, there is no project yet.
2
Most of the value is in simple models you can explain in a sentence.
3
The only score that counts is on data the model never saw. Ask for it.
4
Fluent is not the same as true. Keep a person wherever the answer must be exact.
5
Know what a false alarm costs and what a miss costs. The threshold is your decision, not the vendor’s.
6
Autonomy is earned from the logs, one notch at a time. Start with a person on nearly everything.

Where it sits in finance

Step	What the AI does	Lands in	Ask
Receive The assistant	Reads invoices and fills in supplier, amounts and line items.	Draft entries in accounts payable	Who checks the ones it was unsure about, and how does it say it was unsure?
Match Who signs	Posts invoices that match the order and the receipt; sends mismatches to a clerk.	Matching in the ERP	What tolerance lets it post alone, and who set it?
Pay The price of wrong	Flags payments that look duplicated or fraudulent.	The payment run	What does a held payment cost against a paid fraud?
Close Where it bites	Estimates accruals for the month-end close.	Journal entries in the general ledger	How did it do on months it was not trained on?
Report A simple model	Forecasts cash for the next thirteen weeks.	The cash forecast in the board pack	What goes in, and how far off was it last quarter?

The three questions that settle any AI pitch

1
What goes in, and what comes out?
No clear answer, no project. Yet.
2
How did it score on data it had never seen, and on how many rows?
The demo score is the student marking their own exam.
3
What does a wrong answer cost, and who signs the ones it gets to make alone?
The threshold and the autonomy are your decisions, not the vendor’s.

Illustrative examples, not client results. Nydros · nydros.com/learn/brief?industry=finance