Question 1 of 10

Free 2-minute assessment

How AI-ready is your finance function?

Ten quick questions. At the end you get your score out of 30, where you stand, and what to fix first.

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How do the books get done today?

Spreadsheets and a shoebox of receipts An accountant sorts it once a year Cloud accounting (Xero etc.) but it's patchy Cloud accounting, kept up to date weekly ← Back

What happens when a supplier invoice lands?

It sits in an inbox until someone remembers Typed in manually, but there's a process Partly automated - email forwarding or scanning Fully automated - captured and coded straight into the ledger ← Back

How do you invoice and chase payment?

Manually, when someone remembers Manually, but on a schedule Automated reminders do the chasing Automated invoicing, reminders and payment links ← Back

What does regular reporting look like?

The bank balance is the reporting Annual accounts only Quarterly-ish numbers Monthly management accounts with commentary ← Back

How long after month-end do you actually know how the month went?

We don't really close months A month or more Two to three weeks Within a week ← Back

Cash flow visibility?

No forecast A rough spreadsheet, rarely updated A forecast updated monthly A rolling forecast linked to live data ← Back

How much of your own time goes on finance admin?

Loads - evenings and weekends A few hours a week more than it should A bit, but manageable Barely any - it's delegated or automated ← Back

How much do you trust your numbers?

Honestly? Not much Mostly right, but they need a cleanup Reliable, with occasional fixes Clean, reconciled, trusted ← Back

Any AI or automation in your finance workflows today?

None Dabbled - the odd ChatGPT email A couple of tools doing real work Actively using AI across finance tasks ← Back

Is there a plan for it?

Not on the radar Curious, no idea where to start Areas identified, nothing started A plan, with someone owning it ← Back

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