Free tool · AI agents in your finance system · about 15 minutes

Is this agent ready to act in your books?

Twelve questions about one planned or live agent: the data it reads, the access it holds, who owns it, and how the process changed. You see your result as you answer, then a draft Trust Plan you can print and sign.

By Mel Wong, 9 years in enterprise finance systems.

1 The agent2 Twelve checks3 Your result4 Trust Plan5 Optional: send it to yourself

The wording and the cut-offs in this check are Saintilco's own judgment. They are not a validated instrument. The result is an estimate from your own answers, not a test of your system.

Starting fresh. Your answers stay in this page only.

Step 1

The agent

Check one agent at a time. Run the check again for each one.

Your finance system The checks use your system's words for roles, approvals and the change log.

What the agent does Optional. It only appears on your plan.

Kind of agent

Process it works in

Where it is today

The most it can do in your system Approve, post or pay blocks on its own. An agent should never finish a step a person is meant to check.

Human role it works like Optional. The agent's access is compared to this role.

Amount above which a person must review Enter 0 if a person reviews everything. Leave blank if no amount is set.

Who owns the agent Optional. It goes on your plan as the owner.

Error rate that pauses the agent The share of wrong results in a month that pauses it. Optional.

Step 2

Twelve checks

Answer for the way things work today. A check marked MUST needs a clear Yes, or it blocks go-live on its own.

Yes scores 2, Partly 1, No and Not sure 0. Each area scores out of 6: 5 or 6 is Ready, 3 or 4 Needs work, 2 or less is Blocking.

0 of 12 answered12 to go

Step 3

Your result

Step 4

Your draft Trust Plan

This is the plan the process owner signs before the agent acts on live work. Print it or save it as a PDF and take it to your security and process owners.

Saintilco Consulting is not affiliated with, sponsored or endorsed by Workday, Inc., Oracle (NetSuite), Sage (Intacct) or Intuit (QuickBooks). WORKDAY® is a trademark of Workday, Inc. All trademarks belong to their owners. Commercial and systems guidance, not legal, tax or accounting advice. This check is a standalone tool. Your answers stay in this page and are gone when you close it, unless you choose to send your result using the form above.