AI Audit
Know exactly where AI will move the needle.
Every engagement starts here. A structured deep-dive into your workflows that ends in a clear, prioritised automation roadmap, so every franc invested in AI has maximum impact.
What it is
A diagnostic, not a sales pitch.
The Amula AI audit is hands-on. We embed in your actual workflows and watch how your team handles onboarding, compliance, reporting, and internal operations. We map each process, find the bottlenecks and the manual waste, and quantify what they cost you in time and money. You come away knowing precisely what to automate first, and what to leave alone.
What you get
Six concrete deliverables.
01
Workflow mapping
Your key processes documented end to end: the steps, the timing, and exactly where they break down.
02
Automation opportunity scoring
Every workflow scored on automation potential, ROI, and implementation complexity, so the priorities are obvious.
03
ROI projection
Concrete numbers: hours saved, cost-reduction estimates, and realistic payback timelines.
04
Prioritised roadmap
A clear, phased plan showing what to automate first for maximum impact with minimum disruption.
05
Risk assessment
Compliance, security, and implementation concerns flagged up front, built for a FINMA-regulated context.
06
Tech-stack recommendation
The specific tooling that fits (from custom code and APIs to workflow platforms) chosen for your environment, not ours.
The process
Four steps from first call to roadmap.
- Step 01
Discovery call
30 min
A short call to understand your business, your team, and where the pain is.
- Step 02
Workflow deep-dive
1–2 sessions
Hands-on review of your core processes, sitting with the work as it actually happens.
- Step 03
Analysis & scoring
Internal
We score every workflow against our automation criteria and model the ROI.
- Step 04
Roadmap delivery
Presented
A comprehensive report and walkthrough: recommendations, priorities, and next steps.
Who it's for
Built for teams losing hours to manual work.
- Financial advisory firms, wealth managers, and compliance-heavy teams losing hours to manual processes.
- Institutions unsure where, or whether, AI is actually relevant to their operation.
- Teams that want data-driven clarity before committing budget to automation.
- Leaders who want a phased plan they can act on, not a generic AI strategy deck.
Investment & timing
Scoped to your operation.
The audit is scoped to the size and complexity of your workflows and typically runs over one to two weeks. Start with the full audit, or book a free 30-minute discovery call first to see if it's the right fit.
FAQ
Questions about the AI audit.
- Do we have to commit to a build afterwards?
- No. The audit stands on its own: you leave with a roadmap you own and can act on with us or anyone else. Most clients continue into a build because the priorities are then obvious, but there's no obligation.
- Is the audit suitable for a FINMA-regulated institution?
- Yes. The audit is built for regulated Swiss finance: every recommendation is assessed for compliance, security, and data residency, and the risk assessment flags those concerns explicitly.
- How long does it take?
- Typically one to two weeks, depending on the number and complexity of the workflows we review. The discovery call is 30 minutes.
- What do we actually receive at the end?
- A comprehensive report and a live walkthrough: workflow maps, automation scores, ROI projections, a prioritised phased roadmap, a risk assessment, and a recommended tech stack.