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Wex Advisory

Real audit, details changed

Free AI audit: see exactly where AI saves a business money.

The AI audit is a free report and AI readiness assessment that ranks where AI can save your business time and money. This page is a real one, run by my production pipeline. Company name, industry and identifying details changed to protect the client. Scroll to read it. Then run your own, free.

Subject: Multi-site service business · 11–50 staff · anonymized · Free · PDF in minutes

Free AI audit
Anonymized

OKwebsite crawled, business model classified

OKjob postings + reviews read

OK3 manual-process signals detected

OKbenchmarked vs industry averages

analysis complete, rendering findings

What manual work costs this business

Five workflows, run by hand.

Staff hours logged each month, at fully loaded rates, before any automation. Every figure below is from the actual report.

Five workflows run by hand: hours per month, loaded rate and automatable share
WorkflowHrs / moLoaded rateAutomatable
Self-service scheduling and bookingOperations48$28/hr75%
New-client onboarding and account setupOperations52$28/hr70%
Prospect follow-up sequencesSales40$35/hr65%
Recurring billing and renewalsFinance36$28/hr80%
Service requests and vendor follow-upOperations30$28/hr60%
Staff-hours on work software can do206every month
  • GapNo CRM detected: follow-ups tracked by hand
  • GapNo scheduling or booking automation: staff coordinate bookings by hand
  • GapNo onboarding workflow automation at any site

Analysis complete · ranked by annual savings

5 opportunities
Anonymized
  1. 1Self-service scheduling and bookingROI 3 mo$60,480/yr
  2. 2New-client onboarding and account setupQuick winROI 2 mo$58,200/yr
  3. 3Prospect follow-up sequencesQuick winROI 1 mo$54,600/yr
  4. 4Recurring billing and renewalsROI 6 mo$24,700/yr
  5. 5Service requests and vendor follow-upQuick winROI 5 mo$18,144/yr

Each line: hours × loaded rate × automation ceiling, with named tools, implementation cost and payback period in the full report.

The readout

26

AI Readiness

20

Data Visibility

35

Overall Maturity

41

Automation Opp.

58

Revenue Accel.

Identified annual savings

$216,124

across 5 automatable workflows · $130,944 of it in quick wins with payback inside 6 months

That was a real audit of someone else’s business, with the details changed. This one is yours.

Free · no signup, no credit card · scores, ranked opportunities and full labor math · PDF in your inbox in minutes

The short version

What is an AI audit?

The Wex Advisory AI audit is a free report that shows a small business where AI can save it time and money, ranked by estimated annual savings. You give it your website and a few details. It researches your business, scores you on five dimensions of AI maturity, and emails you a PDF with the specific workflows worth automating, the tools to do it with, and the labor math behind every number.

I built it because most small businesses know they should be using AI and have no idea where to start. What helps is a short, ranked list of the things costing you the most hours, with a dollar figure next to each.

Readiness

An AI readiness assessment, plus what to do about it

An AI readiness assessment answers a simple question: is this business ready to use AI, and where should it start? The audit answers both. AI Readiness is one of the five scores in the report, benchmarked against businesses in your industry.

A score on its own doesn’t tell you what to do on Monday. So the report ties it to the specific workflows worth automating, what each one is worth a year, and the order to do them in. If you would rather have someone build the top items for you, that is the work I do as an AI consultant for small business.

What you get

What’s in the report

The same structure as the sample above, built on your business instead of someone else’s.

Executive summary
Total estimated annual savings as a conservative and best case, which opportunities are quick wins, and why the timing matters for your business.
AI maturity scorecard
Five scores (AI Readiness, Data Visibility, Overall Maturity, Automation Opportunity and Revenue Acceleration) compared against industry peers.
Opportunities ranked by annual savings
For each one: the current manual process, what the automated version looks like, the savings calculation with each input labeled as yours or an estimate, complexity, timeline, estimated build hours and cost, payback period and recommended tools.
Implementation plan
A phased roadmap so you know what to do first, what to do next, and what can wait.
What to do this week
A short list of concrete next steps you can take before spending anything.
Methodology and data sources
How every number was calculated and where the inputs came from, so nothing in the report is a black box.

How it works

Four steps, most of them automatic

  1. Tell me about the business

    Enter your website URL and company name, then your industry, team size and the part of the job you would happily never do again, with roughly how many hours a week it takes if you know. Add your name and a work email. About two to three minutes.

  2. The research runs

    The audit crawls several pages of your website, reads public job postings, reviews and news about the company, and pulls web traffic estimates. It looks for signals that work is being done by hand, like roles hired for repetitive tasks or no booking or CRM tool in sight.

  3. The analysis runs

    It classifies your business model and departments, benchmarks you against industry averages, and scores five dimensions of AI maturity. Then it estimates hours, loaded rates and an automation ceiling for each workflow it finds, and ranks them by annual savings.

  4. The PDF lands in your inbox

    You get the full report by email. Read it, forward it to your partner or ops lead, or book a free 30-minute numbers review to check it against your real numbers.

Time and cost

How long it takes and what it costs

It costs nothing. There is no credit card, no account to create and no paid tier hiding behind the free one. Filling in the form takes about two to three minutes. The research and analysis run on their own after that, and the PDF usually arrives within minutes.

Who it’s for

A free AI audit for small businesses

It is built for owners and operators of small and mid-sized businesses, roughly 1 to 200 people, without a dedicated IT or ops team. Service firms, property managers, law firms, retailers and e-commerce brands all fit. The tasks that eat the most time (follow-ups, intake, scheduling, reporting, billing) look similar across industries, and the report is written in plain language for the person running the business.

The tool recommendations are sized for small budgets. The audit is set up to skip enterprise platforms you would never buy and point you at tools a small team can actually afford and run.

It is probably not for you if you are a large enterprise looking for an AI governance program. I’ll say that upfront.

Sample output

About the sample on this page

Everything you scrolled through above is real output from the production audit, run on a multi-site service business with 11 to 50 staff. The company name, industry and identifying details are changed to protect the client, and the workflows are described in general terms. The hours, rates, scores and savings are the report’s own numbers. It found five workflows run by hand, from scheduling and booking to recurring billing and renewals, adding up to 206 staff-hours a month. Ranked by annual savings, those five came to $216,124 a year in estimated savings, with $130,944 of it in quick wins that pay back inside six months. It also flagged three gaps: no CRM, no booking automation, and no onboarding workflow at any site.

Your report will look different, because it is built from your website, your job postings and the problem you tell it about.

FAQ

Common questions about the AI audit

What is an AI audit?

An AI audit is a review of how a business runs that finds the tasks AI could take over and estimates what each one is worth. Mine is free. You enter your website and a few details, and you get a PDF that scores your business on AI maturity and ranks automation opportunities by estimated annual savings, with the math behind each number.

Is this an AI readiness assessment?

Yes, and it goes one step further. AI Readiness is one of the five scores in the report, next to Data Visibility, Overall Maturity, Automation Opportunity and Revenue Acceleration, each compared against industry peers. A typical readiness assessment stops at the score. This one also ranks the specific workflows worth automating and names the tools to do it with.

Is the AI audit really free?

Yes. No credit card, no account, no trial that turns into a bill. You give me a work email so the report has somewhere to go. If you want help acting on it later, that is a separate conversation, and there is no obligation to have it.

How long does the AI audit take?

The form takes about two to three minutes. The research and analysis run on their own after you submit, and the finished PDF is emailed to you, usually within minutes.

What information do I need to provide?

Your website URL, company name, industry, team size, the part of the job you would happily never do again, and roughly how many hours a week it takes (optional), your name and a work email. That's it. No logins, no data exports, no access to your systems.

How accurate are the savings estimates?

They are estimates, and the report shows its work so you can check them. Each one is hours per month, times a loaded hourly rate, times how much of that work can realistically be automated. The report labels which inputs are yours and which are industry estimates, and shows a conservative and a best case for each. The audit only sees what is public plus what you tell it, so the more specific your answer, and the hours you give, the closer the numbers land. Treat it as a ranked starting point, then pressure-test the top items.

What happens after I get my report?

You can run with it on your own. Every opportunity names specific tools, so a capable team can start without me. If you want the numbers checked, book a free 30-minute numbers review. We swap my estimates for your real numbers on your top workflow, and you leave with an hours estimate to build it. If it is worth building, I quote it before any work starts.