Assessments
Know what’s real before you scale it.
One assessment, three tracks: choose the lens — AI Ops, Finance, or both — and get a prioritized roadmap in return.
AI Ops
Strategic AI Assessment
$3,000
10 business days
Shadow-AI audit, an AI-maturity and governance-gap read, and a use-case inventory — ending in a prioritized roadmap and a governance baseline.
- Shadow-AI audit
- AI-maturity read
- Governance-gap analysis
- Prioritized roadmap
- Governance baseline
Finance
Strategic Financial Assessment
$3,500
10 business days
A finance and controls read: spend, KPIs, and process gaps first — with a plan for where AI can cut cost and risk if you want it.
- Spend & controls read
- AI-opportunity map for finance
- KPI baseline
- Agentic-finance plan
AI + Finance
Combined Strategic Assessment
$6,000
2-week engagement
Both reads in one engagement — AI program and finance function assessed together, so the roadmap and the ROI model line up from day one.
- Everything in the AI Ops + Finance assessments
- One integrated roadmap + ROI model
- A single governance baseline
The credit-back
Your assessment fee is 100% credited toward an implementation that starts within 90 days.
Whether or not you continue with us, the findings and deliverables are yours to keep.
Automation breaks after the demo.
Buyers are flooded with AI demos. What they actually need is workflows that work under real operational load — reliably, traceably, and at a cost finance can justify.
What most AI projects deliver
- Automations that break under ongoing operational load
- No audit trail, no rollback — invisible failure modes
- ROI framed as hypothetical, not measurable
- Runaway automation that expands without controls
- Stack too messy to integrate — "modernize first" advice
What Palamo delivers
- Reliability blueprints with guardrails and regression checks built in
- Full audit trails, escalation paths, and rollback by design
- Baseline → delta tracking so value is auditable, not assumed
- Bounded autonomy: explicit approval gates before scope expands
- Thin orchestration over existing tools — no rip-and-replace required
“Palamo doesn't sell autonomous hype — we build governed agentic workflows that finance can defend and operations can trust.”
Your data stays yours.
- NDA first. We sign yours or ours before you share anything confidential.
- Your systems, your keys. We can build inside your own accounts and cloud, with access you grant and can revoke at any time.
- Least access, human approval. Agents get only the permissions a workflow needs, and anything above the limits you set waits for a person to approve it.
- Local when it matters. Sensitive steps can run on models hosted on hardware you control, so that data never leaves your building.
- A record of every approval and every change. Who approved what, and when.
- Not used for training by default. We build on commercial AI services whose terms exclude training on your data by default, with zero-retention options where the provider offers them.
- Deleted on request. When we're done, we delete what we hold and confirm it in writing.
Send us one workflow.
In English or Spanish. Within 48 hours you get a one-page read from both of us, an AI engineer and a CFO: whether it's worth automating, how, and what it would cost.
Five per week, one per company. Describe the workflow, not the data — nothing confidential without an NDA.
Ready to make AI pay off safely?
Start with a Strategic Assessment: a prioritized roadmap, a governance baseline, and a clear read on what's real vs. theater.