Is your finance function protecting enterprise value, or quietly eroding it? Complete this 15-question diagnostic for a personalised maturity score and cost-of-inefficiency estimate.
This tool adapts its scoring model and benchmarks to your specific sector. Select the profile that best describes your business.
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SaaS / Subscription Software
ARR-driven models with deferred revenue, multi-entity structures, and subscription billing complexity.
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Salesforce SI / Consultancy
Project-based revenue recognition, utilisation management, and margin-by-engagement visibility.
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MSP / Managed Services
Recurring contract revenue, multi-client reporting, SLA cost visibility, and service delivery margins.
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Family Office
Multi-entity consolidation, investment performance reporting, and complex inter-entity eliminations.
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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.
By submitting, you agree to Mysoft contacting you regarding your results and relevant finance transformation insights. We do not share your data with third parties.
Your Diagnostic Results
Finance Maturity Scorecard
0
out of 100
Calculating...
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Est. Annual Cost of Inefficiency
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Enterprise Value Impact Estimate
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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.
Explore Sage Intacct for your sector
See how finance teams like yours are transforming close cycles and reporting agility
Finance Maturity Framework
The five areas of finance maturity.
The scorecard assesses your finance function across five practical areas that influence control, reporting speed, automation, risk exposure and decision-making quality.
1
Close & Control
How quickly and reliably your finance team can close the month, reconcile accounts and maintain financial control without excessive manual work, spreadsheet dependency or late adjustments.
2
Revenue & Margin Integrity
Whether revenue recognition, billing and margin visibility are accurate, timely and auditable across customers, projects, entities, products or service lines.
3
Multi-Entity & FX
How effectively your organisation manages consolidation, currencies, intercompany activity, group reporting and the complexity that comes with scale.
4
Reporting Agility
How quickly finance can produce board-ready insight and analyse performance by entity, product, geography, department, client or business unit.
5
Key-Person Risk
Whether critical finance processes depend on undocumented spreadsheets, offline files or knowledge held by one or two individuals.
Who It’s For
Built for finance leaders reviewing risk, scale and system readiness.
This scorecard is designed for organisations where finance complexity has outgrown manual processes, legacy reporting or disconnected systems. It is most useful when leadership needs a clear view of where finance operations are creating hidden cost, control risk or decision-making delays.
CFOs and Finance Directors
For senior finance leaders who want to understand whether current systems, controls and reporting processes can support the next stage of growth.
Finance teams preparing for transformation
For teams considering ERP, finance system change, automation, consolidation tools or a move away from spreadsheet-led reporting.
Multi-entity organisations
For businesses managing multiple entities, currencies, locations or reporting structures where consolidation and intercompany activity are becoming harder to control.
SaaS, services and investment-led businesses
For organisations with recurring revenue, project margins, subscription billing, investor reporting, fund structures or complex management information needs.
Leadership teams concerned about operational risk
For boards and senior leaders who want to understand whether finance processes are too dependent on individuals, offline files or undocumented workarounds.
Frequently Asked Questions
Your Questions.
Mysoft's Expertise.
What is finance maturity?
Finance maturity describes how effectively a finance function uses systems, processes, controls, reporting and automation to support decision-making, governance and growth. A mature finance function is usually faster, more reliable and less dependent on manual work.
What does the Finance Maturity Scorecard measure?
The scorecard measures five areas: Close & Control, Revenue & Margin Integrity, Multi-Entity & FX, Reporting Agility and Key-Person Risk. Together, these areas indicate how well finance operations support control, speed, visibility and scalability.
What is a good finance maturity score?
A higher score suggests stronger finance processes, better automation, faster reporting and lower operational risk. A lower score may indicate manual work, spreadsheet dependency, delayed reporting, fragmented systems or limited auditability.
How do I know if my finance function is too manual?
A higher score suggests stronger finance processes, better automation, faster reporting and lower operational risk. A lower score may indicate manual work, spreadsheet dependency, delayed reporting, fragmented systems or limited auditability.
What is finance risk exposure?
Finance risk exposure refers to the operational, reporting, control and decision-making risks created by weak finance processes. This can include delayed reporting, poor audit trails, manual errors, key-person dependency and limited visibility across entities or business units.
Is this scorecard a formal audit?
No. The scorecard is a practical diagnostic tool designed to highlight potential areas of finance risk and improvement. It does not replace formal audit, tax, legal or financial advice.
Can Sage Intacct improve finance maturity?
For many service-led, multi-entity and finance-led organisations, Sage Intacct can support stronger reporting, dimensional analysis, consolidation, automation and real-time financial visibility. The right fit depends on your business model, process complexity and transformation goals.
What should I do after completing the scorecard?
Review your weakest pillars first. These are usually the areas where process improvement, automation or finance system change can create the fastest return. If several areas score poorly, it may be worth exploring a structured finance transformation review.
Want to take the next step?
Ready to understand what your score means?
Speak to a Mysoft finance transformation specialist to review your results, identify priority improvement areas and explore whether Sage Intacct could support your next stage of growth.
