For finance teams adopting AI
Record-to-Report
Record-to-Report is 35 real process-flow diagrams mapping how AI agents change record-to-report work, one deck per process, each showing the step-by-step handoff between agent and human today versus with an AI agent in the loop.
Across 206 individually classified process steps, 66% run fully automated or agent-prepared human-decided. The rest stay agent-gated or human-only by design, not by omission.
Part of AI Process Blueprints (Finance), one of eleven process-flow libraries covering the same taxonomy a real transformation program would map by hand.
Included in Framework Pro and Enterprise
Record-to-Report comes with every other toolkit on your plan.
One subscription covers up to all 40 toolkits. There’s no separate price for this one.
- This toolkit in editable PowerPoint and Excel
- Every other toolkit your plan unlocks
- New toolkits and revisions while you're subscribed
- Email support from AI practitioners
Already subscribed? Sign in to download.
See what’s inside
Every one of the 35 real slides. Browse them before you sign up for anything.
35 real slides inside, browse every one before you buy
The automation split
Objectives
This toolkit includes real, classified process flows to help you:
See the real automation boundary: Every one of the 35 decks classifies each step as Automate, Augment, Agent-with-human-gate, or Human-only, so the boundary is a decision you can see and adjust, not a guess.
Skip the mapping exercise: 206 process steps already researched and classified. Start from the map instead of building it.
Present it as your own: One editable PowerPoint file, ready to drop into a client deliverable or an internal briefing.
Questions about Record-to-Report
Benefits of our AI Toolkits
Accelerate your AI initiatives with frameworks and processes distilled from real AI product and transformation work.
Make a great investment in your career. Thousands of hours of expert work, available for a fraction of the cost of building it yourself.
Get a competitive advantage. It's like having a senior AI practice team create every framework, tool and template you need.
Get the job done quicker and never start from a blank page again with ready-made, fully editable PowerPoint and Excel.
Don't reinvent the wheel. We have already done the research, structuring and design work across the AI product and operations lifecycle.
Upskill your whole organization with 101 guides and training decks your teams can run tomorrow morning.
Get free support and advice from our AI practitioners when you need help applying a toolkit to your context.
Decrease your costs. Hiring specialist consultants for the same work would cost many times more than a year of the whole library.
Become your organization's AI subject-matter expert and impress your stakeholders with world-class approaches to AI problems.
The U2xAI Team
AI practitioners, product leaders & operations experts
Our Story
“Imagine having a team of experienced AI practitioners at your disposal to help you ship AI products and modernize your operations. How much more confident would you be about your organization’s AI journey — and your own career?
Most teams facing AI for the first time start from a blank page. They rediscover the same frameworks, make the same avoidable mistakes, and burn months building materials that already exist elsewhere. Specialist consultants can help, but at day rates most budgets can’t sustain.
We created U2xAI Frameworks to close that gap: comprehensive, fully editable toolkits that package the frameworks, processes, 101 guides and how-tos we use in real AI product and transformation work — at a price any professional can justify.
Whether you’re a product manager shipping your first AI feature, a procurement leader modernizing source-to-pay, or a supply chain executive building an AI roadmap, you can now leverage structured, field-tested material without breaking your budget.”
Fully editable text, graphics, logos and colors
Instant access to the whole library
Considered a refundable business expense
1-week money-back guarantee (per terms)
Free support and advice from AI practitioners
Guaranteed safe checkout
What each plan includes
One subscription covers the whole library, including every toolkit we add while you're subscribed