TERAXYS APPLIED REVIEW
AI Lite Scan
A focused first view of how AI is being used inside one finance workflow—and whether the surrounding process, controls and documentation remain aligned with what is actually happening.
WHAT THE SCAN ESTABLISHES
A usable view of the current state.
Where AI is being used
Map current AI participation across the selected workflow, including informal or locally adopted use that may not appear in existing process documentation.
What work and judgment it affects
Identify the analysis, estimates, reconciliations, reporting steps or review decisions to which AI contributes, and the degree to which that contribution shapes the resulting work.
Where the record no longer matches reality
Compare actual use with policies, procedures, ownership, review evidence and management explanations to isolate material documentation or control gaps.
What management should address next
Provide a prioritized set of observations, questions and practical next steps proportionate to the workflow and the exposure identified.
DESIGNED FOR
Finance environments where AI use is moving faster than the formal record.
Fund administrators and fund-accounting teams
Outsourced CFO and finance-operations providers
Finance-intensive private businesses
Organizations preparing for audit, investor or diligence questions about AI use
TYPICAL COVERAGE
One workflow, examined end to end.
Workflow and AI-use inventory
The systems, tools, prompts, outputs, handoffs and review points involved in the selected process.
Finance and reporting impact
Areas such as valuation, NAV, investor or management reporting, journal entries, reconciliations, estimates, accruals and management review.
Documentation and control readiness
Policies, procedures, evidence, ownership, approval and the organization’s ability to explain how AI affected the work performed.
Scope boundary
The AI Lite Scan is an initial diagnostic review. It is not an audit, attestation, legal opinion, cyber-security review, model validation or full AI-governance implementation. Any broader work is scoped separately after the initial findings are understood.