How long does an AI audit take?

About two weeks from the first interview to the debrief. The owner spends about 90 minutes in an interview, and each team member spends about 45.

Do I need to be technical?

No. You tell us how the business runs. We handle the rest.

STRAIGHT ANSWERS

What is an AI and automation audit?

Scattered spreadsheets and reports sorted into three clear cards for process, people and numbers

What happens in the audit

We interview the owner first, then the people who do the work. We map how work moves from the first call to money in the bank, in three lanes: winning work, doing the work, and getting paid. Every place where time or money leaks gets named, with the evidence behind it.

What you get at the end

A report that ranks each fix by what it's worth and how hard it is, a three-to-six-month roadmap with owners and dates, and a money page where every dollar is built from your own numbers.

How it's different from buying software

Software companies start with their product. An audit starts with your business. Sometimes the answer is an AI tool or an automation. Often it's a process, a role, or a price. The audit tells you which before you spend anything on tools.

Who it's for

Owner-led businesses and nonprofits of almost any kind: practices, firms, service companies and community organizations, where the owner or director is still in the middle of everything.

Quick questions

How long does an AI audit take?: About two weeks from the first interview to the debrief. The owner spends about 90 minutes in an interview, and each team member spends about 45.
Do I need to be technical?: No. You tell us how the business runs. We handle the rest.

Written by Jack Wilcox, Founder and CEO, Clarisma. September 24, 2026