Finance, data & AI Finance Partner Check · Intro
Free self-assessment · for finance leaders and their MDs

Finance Partner Check

See where your finance function sits today, from Record-keeper to Strategic Partner, and the next steps to move up. Twelve plain questions, about five minutes.

12Questions
~5Minutes
4Pillars scored
0Emails needed
The four stages
  1. Record-keeperAccurate records of what happened.
  2. GatekeeperSound controls and reliable reporting.
  3. AdvisorForward-looking insight the business asks for.
  4. Strategic PartnerShapes commercial and operational decisions before they're made.
What it looks at
  • Data foundationsOne version of the truth, KPI definitions, data ownership, spreadsheets.
  • Systems & automationERP value, integration, automated reconciliations, manual data time.
  • Insight & planningForecast accuracy, driver-based models, pipeline to EBITDA, scenarios.
  • Partnering & AIShaping decisions, margin and cost truth, sensible AI use.

It assumes the basics are in place. This check is about what finance does beyond the close. One quick, unscored question first checks that your monthly close and controls are steady. If they need attention, your results will say so and suggest starting there.

Every answer is a plain description or a number you can check. Answer for how things are today. Your answers stay in this browser and your results appear on screen straight away.