How this checklist works
Agentic AI — software that can plan and act across systems, not just answer questions — changes what “being ready” means for a finance function. Permissions, data quality, logging and approval thresholds matter as much as the AI tool itself. This checklist scores your environment across the six areas that determine whether autonomous AI in accounting is safe: data, identity, security, governance, financial controls and people.
It pairs with our article The Future of Accounting: How Agentic AI Will Reshape the Finance Function, which explains the five-stage Agentic AI Readiness Framework behind these questions.
The checklist
0 of 25 — 0%
Foundation required
- 0–25% Foundation required
- 26–50% Automation ready
- 51–75% AI assisted
- 76–90% Agentic ready
- 91–100% Advanced AI governance
This tool provides general guidance only. It is not an audit, a certification, or an accounting assessment, and it does not constitute accounting, taxation or legal advice.
What your score means
0–25% — Foundation required
Core data, identity and security controls need attention before any AI tooling is introduced. Start with MFA, a defined source of truth for financial data, and endpoint protection.
26–50% — Automation ready
The foundations support rule-based automation (approvals, data entry, reporting). Agentic AI should wait until governance and logging gaps are closed.
51–75% — AI assisted
Copilot-style assistance is safe to scale with clear acceptable-use policy. Begin defining what AI agents may read, write, approve and execute.
76–90% — Agentic ready
Data, identity, security and governance controls support supervised agentic workflows — for example draft reconciliations or collections follow-up with human sign-off.
91–100% — Advanced AI governance
The environment supports broader autonomous finance workflows with traceable actions, enforced thresholds and monitored agent behaviour.
Frequently asked questions
What is an agentic AI readiness checklist?
It is a structured self-assessment that scores how prepared an accounting firm or finance team is for AI agents across six areas: data, identity, security, governance, financial controls and people. It highlights the gaps to close before introducing autonomous AI into finance workflows.
Does this checklist store or send my answers anywhere?
No. The checklist runs entirely in your browser. Your selections are never transmitted, stored, or visible to Mycelium 365 or any third party.
What score do we need before deploying AI agents in finance?
As a rule of thumb, scores above 75% indicate the data, identity, security and governance foundations needed for supervised agentic workflows. Below that, prioritise the unchecked items — they are the prerequisites, not optional extras.
Is this checklist an audit or certification?
No. It is a general guidance tool only. It is not an audit, certification, or accounting assessment, and it does not constitute accounting, taxation or legal advice. For a formal assessment, speak to a qualified adviser.