What CFOs ask first
- •Run rate cost vs. staffing curve
- •Downside scenarios if AI underperforms
- •Audit + BAA status
- •Switching/termination terms
Finance brief
CFO Readiness Checklist for AI Reception
Give partners the confidence that phones, staffing, and security requirements are covered before they approve budget.
Finance leaders care about predictability, downside protection, and clear payback timelines. This brief packages the KPIs, controls, and workflows CFOs expect so your project clears the investment committee on the first pass.
Cost per answered call today
$6–$9/call
Blended across wages, OT, and temp coverage for most clinics we benchmark.
View breakdown →AI coverage cost
$1.40–$2.20/call
Flat platform fee that scales with concurrent volume, not headcount.
View breakdown →Payback window
60–90 days
Assuming 10–15% abandonment recovery and 1 fewer FTE equivalent.
View breakdown →Security & compliance
BAA + SOC 2 + audit trail
Meets healthcare finance team requirements out of the box.
View breakdown →Data you should bring
- •Abandonment + missed revenue trend
- •OT + temp hours last quarter
- •Intake error rework time
- •Pipeline impact of slow phones
What the data says
Cost predictability
Platform fee contracted annually with volume guardrails replaces OT spikes and temp markups, improving cash forecasting.
Audit visibility
Structured transcripts, escalation logs, and data residency controls feed audit requirements without extra tooling.
Moves to make
Build the finance packet
- –Export abandonment + call volume trends
- –Attach cost calculator output
- –Highlight BAA + security summary
- –Outline rollback plan if needed
Align on KPIs early
- –Agree on acceptable service level
- –Define monthly governance review
- –Map savings back to budget lines
- –Commit to quarterly ROI updates
Supporting proofs
Where to send stakeholders next
Need help packaging the finance case?
Loop in our finance specialists to co-build the board deck and answer diligence questions live.