What does the Financial Operations assessment measure?

Two separate things: how far agents run your financial operations workflows today (18 questions across six phases, scored out of 36), and how well agent actions are controlled (2 questions, scored out of 4).

Is it free, and do I need to give my email?

It is free and your result appears on the page. Emailing yourself the full report is optional.

Is the result a certification?

No. It is a self-assessment based on your answers, not an audit, certification or compliance determination.

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Financial Operations

How is your team using AI in financial operations?

Let agents investigate invoice exceptions, trace reconciliation differences and keep the close on track. Alyria keeps preparation, approval, posting and payment authority separate, and rechecks history before money moves.

Get started Assess your financial operations workflow

20 questions. Your result appears on the page; emailing the full report is optional.

How is your team using AI in financial operations?

Question 1 of 20Capture and Validate · 0 of 20 answered

Invoice and expense intake agent

How do incoming supplier invoices and expense claims become complete, traceable financial records?

Manual or fixed-rule capture0 ptsStaff key or conventionally extract documents, check required fields and chase missing invoice, receipt, currency or entity details.Prompted document interpretation1 ptA person asks AI to extract or explain invoice and claim fields, then verifies source accuracy and creates the record manually.Event-driven finance intake2 ptsReceipt of a permitted document triggers an agent that creates a source-linked draft record, checks entity, currency and required fields, detects suspected duplicates and routes ambiguous or unsupported claims without silently approving them.

Answer for how your team works today. An automated workflow can still require human approval and must stay within authorized scope. Automation and control maturity are shown separately.

Workflow templates

Start from a governed Financial Operations template

See the full templates

Beacon

Controls that travel with the agent

Separation of duties
Preparation, approval, posting and payment authority are enforced separately, so an agent cannot approve its own work.
History and payment-detail checks
Policy rechecks earlier transactions, cumulative limits, current approvals and changed payment details before action.

How Beacon governs agents See a semantic policy example

Constellation

Shared knowledge, explicit access

A finance agent can use current approved purchasing terms and accounting guidance without receiving another entity's ledger, restricted banking details or privileged contract advice.

Explore Constellation

Questions

What does the Financial Operations assessment measure?: Two separate things: how far agents run your financial operations workflows today (18 questions across six phases, scored out of 36), and how well agent actions are controlled (2 questions, scored out of 4).
Is it free, and do I need to give my email?: It is free and your result appears on the page. Emailing yourself the full report is optional.
Is the result a certification?: No. It is a self-assessment based on your answers, not an audit, certification or compliance determination.

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How is your team using AI in financial operations?

How is your team using AI in financial operations?

How do incoming supplier invoices and expense claims become complete, traceable financial records?

Start from a governed Financial Operations template

Controls that travel with the agent

Separation of duties

History and payment-detail checks

Shared knowledge, explicit access

Questions