Think Like a 10x CFO
The AI Mindset Check for Finance Leaders
AI is changing what great finance leadership looks like. Answer 8 questions and in under 2 minutes you'll get a personalised score that shows where your thinking is right now — and what the next step looks like.
When someone talks about AI in finance, how would you describe your understanding of what it actually does?
Do you know the difference between AI and basic automation in an accounts payable process?
If your board asked you to evaluate an AI tool for your finance function, how confident would you feel asking the right questions?
When AI comes up in a leadership or board meeting, how do you show up in that conversation?
How do you feel about the idea of AI making recommendations in your AP process — with a human still reviewing and approving?
If a peer told you they'd automated the majority of their invoice processing with AI, what would your instinct be?
Have you had a conversation with your team in the last six months about how AI could change the way you work?
When you think about AI in your finance function, what's your primary frame?
Trusted by thousands of businesses globally
Boost efficiency by 40% with AI data extraction & automation tools
80% less admin, 100% more control. Eliminate manual invoice entry, automate your line-item bookkeeping, and cut monthly statement reconciliation to just 10 minutes with Lightyear’s AI-powered automation tools.
Extract line-item details in under 15 seconds with Smart Extract+, so your team gets noticed for the impact they drive, not the hours they clock.
Connect to your accounting software
Lightyear connects to industry-leading accounting platforms, giving you a truly automated workflow. Native integrations let you sync data between Lightyear and your accounting software with a single click.
Stop duplicate data entry and reduce human error with a 2-way data sync that transfers invoice data, coding structures, and supplier details between systems.
Ready to see Lightyear in action?
Customer Success Stories
Jenki process 50 invoices per hour with just 2 people
Jenki has a team processing over 500 invoices per month across 6 stores with just 2 people. How? Automation with Lightyear.
Since implementation, they have:
- Reduced processing time to 1 minute per invoice
- Automated coding and store allocation
- Created a scalable process for expansion
“I'm 99% confident with the data reaching Xero. We do a payment run each week, so I need our accounts payable to be up to date. Now with cleaner data coming into Xero from Lightyear, our AP is up to date every day.”
Good Spirits Hospitality saved $30,000 annually on AP overheads
The hospitality group processes 2000+ invoices monthly across 12 venues in New Zealand. Automation through Lightyear has saved them $30k every year.
They did this by:
- Eliminating 75% of the manual workload
- Integrating with NetSuite to avoid duplicate entry
- Getting 99.9% accurate data the first time
“Without Lightyear, I would basically be spending my whole job on data entry. Currently, Lightyear allows me to support our Financial Controller and CFO on other strategic areas, such as financial reporting and cost analysis. I actually have probably three-quarters of my workload free to spend on that.”
WhiteWater cut invoice processing time in half
With over 100 car washes across America and an 8-person finance team, WhiteWater reduced manual data review by 90%.
Here’s how they did it:
- Automated data uploads to Sage Intacct
- Extracted accurate data at the source of entry to eliminate error checks
- Reduced invoice processing time by 50%
“Being able to automate tasks so that you're not having to do double the work is the main thing- you can let Lightyear do for you.”
