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The Close Readiness Checklist: 10 Questions Before You Trust an AI Tool
Most AI tools flag problems. They don't fix them. This checklist gives you 10 questions to ask any vendor before you hand them your close, covering execution, ERP compatibility, audit trails, and scale. Score the answers. See where Nominal stands on each one.
Key Advantages
- 10 vendor questions, ready to ask. Exact language to use in any AI vendor conversation, no guesswork.
- Clear pass/fail signals. Each question comes with a green check and a red flag, so you know a strong answer from a weak one.
- A scoring system. Count the green checks and get a straight read: move forward, ask for a demo, or walk away.
- Covers what actually matters. Execution, ERP compatibility, audit trails, intercompany handling, and scale, not just marketing claims.
Who Is This For?
- Controllers and CFOs evaluating close automation vendors
- VPs of Finance vetting AI tools before a buying decision
- Finance Directors and Accounting Managers who own vendor selection
- Teams running NetSuite, SAP, Workday, Oracle, or Sage across multiple entities