White Papers

Worksheet for evaluating AI in Finance

This helpful worksheet accompanies the Evaluating GenAI for Finance guide, offering insights into what to look for in a finance operations solution that employs generative AI. Here, you’ll find essential questions to ask providers about their technology and features. Use this worksheet to compare each solution's AI capabilities so you can choose the one that best fits your needs.

Download the worksheet

If this is your first dive into artificial intelligence for finance, you may also want to check out this glossary of important AI terms.