AI Transformation
- Workflow funding
- Value capture
- Named owners
Capture the AI upside.
Contain the AI risk.
For finance firms that need one board-ready view of AI value, AI risk, and the decisions to make this quarter.
AI is either compounding on your balance sheet,
or exposing it.
AI value and AI risk need the same operating view.
The AI Audit and platform create one operating read. From it, three outputs flow: operating decisions for AI Transformation, governance evidence for AI Governance, and workforce signals for AI Fluency.
AI Governance
- Evidence gaps
- Policy proof
- Risk exceptions
AI Fluency
- Role gaps
- Power users
- Readiness signals
Operating readAI Audit + platform
One board-ready view of value, risk, and fluency.
Production evidence
Approved toolsShadow AIEmbedded featuresInternal agentsSpendUsageProduction outputsWorkforce fluency
Four workstreams with one operating model.
AI Audit gives the read. AI Transformation captures value. AI Governance contains risk. AI Fluency moves the workforce.
Operating read
AI Audit
Build the operating read in 2 weeks. Current state, steady state, owners, and the next move.
Open the AI Audit page →Value capture
AI Transformation
Turn one priority workflow into measurable revenue, margin, or cycle-time gain.
Open the AI Transformation page →Risk containment
AI Governance
Turn live AI behavior into policy evidence the board, CISO, and audit committee can trust.
Open the AI Governance page →Workforce fluency
AI Fluency
Give operators the patterns and telemetry to use AI well in the work.
Open the AI Fluency page →AI-native finance product team getting an AI product live? See AI Engineering →
Production evidence feeds the operating view.
TrustEvals reads vendor AI, embedded AI, internal agents, and production outputs in one operating read. From there, the work splits into AI Transformation, AI Governance, and AI Fluency.
2-week AI Audit with one operating read.
AI Audit · 2-week operating read
Capturing value
9
Internal agents in production
62
Embedded AI features in stack
37
Approved tools landing in workflow
Exposed to risk
14
Unapproved AI tools in production
$1.4M
Duplicate license spend, annualized
21 of 37
Tools with no measurable usage
Workforce fluency
6
Functions with power-user patterns
11
Roles blocked by review uncertainty
3 of 5
Workforce fluency stage
Different roles need the same operating read.
CEO / Board
A board-ready view of AI value and risk. Beyond subscription counts.
Open the CEO view
CIO / CAIO
Full AI inventory. Vendor, embedded, internal agents. What's actually being used.
Open the CIO view
CFO
Dollars in versus value out. The tools paying off, and the ones quietly burning budget.
Open the CFO view
CISO
Continuous evidence for governance. Without slowing the adoption your peers are asking for.
Open the CISO view
Case Studies
AI Audit + AI Engineering + AI Governance
Financial services / PE portfolio company pattern
Financial-services companies and PE portfolio companies where AI usage is already ahead of policy, procurement, and control coverage.
Outcome
75 shadow AI cases found, 20 unauthorized MCP paths exposed, 12 sanctioned tools moved into cadence.
Read the PE portco pattern →AI Engineering + Evals
AI-native finance SaaS shipping FP&A AI into finance customers
FP&A AI accuracy stalled at 60%. The product needed a stronger context layer, better retrieval, tuned prompts, reviewer agents, and deterministic SQL paths for finance-critical answers.
Outcome
60% to 95% FP&A accuracy, 20% fewer false positives, 90+ regression scenarios, and rollout to 100+ customers.
Read the case study →AI Transformation
US commercial real estate
AI capability center stand-up across leasing, CapEx, predictive maintenance. No central data layer, asset-level data siloed across outsourced operators.
Outcome
$20M modeled 10-year NOI/NPV uplift, 20% lower CapEx, and 6% improved leasing value.
Read the case study →Start with the 2-week AI Audit.
Leave with the operating read: AI value, AI risk, fluency gaps, owners, and the next funded workstream.