CHECKLIST

Questions to Ask AI Finance Vendors

Tell the difference between AI that speeds up paperwork and AI that changes how the work gets done.

Every finance vendor now calls its product AI. Many call it agentic. But the label doesn't tell you whether the tool speeds up the paperwork or actually changes how the work gets done.

The Questions to Ask AI Finance Vendors checklist gives you a practical set of questions to bring into your next vendor evaluation, so you can separate real agentic capability from marketing language.

It covers four critical areas: where the money moves, what the agents actually do, control and audit, and fit with your accounting.

You'll Learn:

• Which payment rails a vendor settles on, and how that affects speed and fees.
• How long it really takes from customer payment to cash in your account.
• Which tasks agents run end to end versus only recommend.
• Who sets the policy, thresholds, and approval rules agents work within.
• How exceptions like partial payments, short-pays, and credit memos are handled.
• What audit logging, separation of duties, and certifications (SOC 2 Type II, PCI-DSS) to require.
• Whether ERP integration, custom dimensions, and reconciliation hold up from payment to ledger.