CXO Intelligence

Finance Maturity Scorecard

Unlocking Potential
CFO Intelligence Series

Finance Maturity
& Risk Exposure Scorecard

Is your finance function protecting enterprise value or quietly eroding it? Complete this 15-question diagnostic to find out — with a personalised maturity score and cost-of-inefficiency estimate.

Select your organisation profile
This tool adapts its scoring model and benchmarks to your specific sector. Select the profile that best describes your business.
SaaS / Subscription Software
ARR-driven models with deferred revenue, multi-entity structures, and subscription billing complexity.
🔗
Salesforce SI / Consultancy
Project-based revenue recognition, utilisation management, and margin-by-engagement visibility.
🛡
MSP / Managed Services
Recurring contract revenue, multi-client reporting, SLA cost visibility, and service delivery margins.
🏛
Family Office
Multi-entity consolidation, investment performance reporting, and complex inter-entity eliminations.
📊
Hedge Fund / Investment
Multi-currency positions, fund-level reporting, investor NAV statements, and regulatory compliance.
1
Pillar One
Close & Control
1How many calendar days does your month-end close typically take?
2What proportion of your journal entries are manual each period?
3Are intercompany eliminations and reconciliations automated?
2
Pillar Two
Revenue & Margin Integrity
4Is revenue recognition automated and compliant with IFRS 15 / ASC 606?
5Can you produce margin by project, client, or product line in real time?
6What percentage of revenue is billed or invoiced manually?
3
Pillar Three
Multi-Entity & FX
7How many legal entities or subsidiaries do you manage?
8Is multi-currency reporting and FX revaluation handled automatically?
9How long does group consolidation take each period?
4
Pillar Four
Reporting Agility
10How long does it take to produce your board-ready management accounts?
11Can your team slice financial data by segment, product, geography, or entity without IT involvement?
12How confident are you in the accuracy of data presented in board packs?
5
Pillar Five
Key-Person Risk
13Is critical financial reporting dependent on spreadsheets maintained by one or two individuals?
14Could your auditors trace any transaction end-to-end without needing offline files or explanations from staff?
15If a key member of your finance team left tomorrow, how long would it take to restore normal reporting?

Your scorecard is ready

Enter your details below to receive your personalised Finance Maturity Score, Risk Exposure Rating, and estimated annual cost of inefficiency.

Your Diagnostic Results

Finance Maturity Scorecard

0
out of 100
Calculating...
Est. Annual Cost
of Inefficiency
Enterprise Value
Impact Estimate
Finance Maturity
Tier

Performance by Pillar

Key Findings

Book a Finance Transformation Review

One of our senior finance consultants will walk through your scorecard in detail and map a practical path to higher maturity — with quantified ROI and no obligation.

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About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

Sessions

Thought Leadership Session

  • Keeping Up To Date On Cyber Security

Breakout Sessions

  • Managed Service Support For Sage Intacct 
  • Project Management Support For Sage X3 

Meet The Team

Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

Sessions

Thought Leadership Session

  • From Dashboards to Decisions:
    How AI Copilots Are Rewiring Business Intelligence

Breakout Sessions

  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next??

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer