Insights

Finance maturity & risk exposure scorecard.

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.

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Select your organisation profile

This tool adapts its scoring model and benchmarks to your specific sector. Select the profile that best describes your business.

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?

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?

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?

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?

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.

First Name

Last Name

Business Email

Job Title

Company Name

Annual Revenue (approx.)

Your Diagnostic Results

Finance Maturity Scorecard

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?

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.