Syntora
Start Here If You're Not Sure Where to Automate

AI Audit

Before investing in automation, get clarity on where AI will deliver the highest return. Our audit identifies the exact opportunities that will transform your operations.

What is an AI Audit?

An AI Audit is a structured assessment of your business processes to identify where automation will deliver the highest ROI. Instead of guessing which processes to automate, you get a data-driven roadmap.

We analyze your workflows through our 4-Pillar Methodology, interview key stakeholders, and deliver a prioritized list of automation opportunities with cost-benefit analysis for each. You'll know exactly what to automate first and what returns to expect.

Our Framework

The 4-Pillar Methodology

We analyze your business through four critical lenses to uncover every automation opportunity.

Repetitive Tasks

Identify operations you perform over and over that drain time and energy from strategic work.

Examples:

Data entryReport generationEmail responsesDocument processing

Time-Consuming Processes

Find bottlenecks that slow down your operations and keep your team from high-value activities.

Examples:

Client onboardingCompliance checksInvoice processingData reconciliation

Scalable Opportunities

Discover processes that could handle 10x volume with automation, enabling growth without proportional headcount.

Examples:

Lead qualificationCustomer supportDocument analysisReporting workflows

Error-Prone Activities

Pinpoint where human error causes compliance issues, rework, or customer dissatisfaction.

Examples:

Manual calculationsData transfersCompliance documentationMulti-system updates

What You Get

Audit deliverables

Basic AI Audit (2-3 weeks)

  • Initial discovery call and business process assessment
  • 4-Pillar analysis of your operations
  • 15-20 slide executive presentation
  • Top 5 automation opportunities ranked by ROI
  • High-level implementation roadmap

Comprehensive AI Audit (4-6 weeks)

  • Everything in Basic, plus:
  • Deep-dive workshops with department leaders
  • 25-30 slide comprehensive analysis report
  • Detailed workflow wireframes and process maps
  • 30/60/90 day phased implementation roadmap
  • Technology stack recommendations

Is This Right For You?

Ideal client profile

An AI Audit is the right fit if you:

  • Know you need automation but aren't sure where to start
  • Want to prioritize automation investments by ROI
  • Need executive buy-in with data-driven recommendations
  • Have multiple processes that could potentially be automated
  • Want a roadmap before committing to implementation

Already know what you want to automate? Skip the audit and go straight to implementation:

Not sure where to start?

Book a discovery call. We'll discuss your operations and help you determine if an audit is the right first step or if you're ready to jump straight into implementation.