How It Works
Step 1
Answer questions about close time, dashboards, KPIs, forecasting, and cash visibility
Step 2
Receive a Financial Clarity Score from 0–150 points
Step 3
Get categorized and receive a personalized improvement roadmap
Your Score Category
120–150
Strategic Finance Engine
You have world-class financial operations with automation, real-time insights, and strategic CFO oversight. Your finance function is a competitive advantage.
60–119
Emerging Intelligence
You have basic dashboards and some automation, but gaps remain. With focused improvements, you can reach strategic finance status.
60–119
Reactive Reporting
Your finance function is manual, slow, and backward-looking. Significant transformation is needed to enable strategic decision-making.
What You'll Receive
Detailed Scoring PDF
Comprehensive breakdown of your finance function across all key dimensions
Gap Analysis
Specific areas where you're falling behind and losing visibility
Recommended Roadmap
Step-by-step plan to transform your finance function
System Recommendations
Technology stack suggestions tailored to your needs
Free 30-Minute Clarity Review
Personal consultation to discuss your results and next steps