Sage Platinum Club Winner
20+ Years Experience
UK + North America
First UK Sage X3 Partner
The Finance Operations Review assesses five domains — the same five used in the AI Readiness Assessment — giving you a complete picture of current-state maturity and the specific actions required to advance.
Quality and completeness of master data, chart-of-accounts structure, system of record consolidation, and data governance. This domain determines whether AI and automation can operate reliably — it is the gating condition for all downstream maturity.
urrent automation coverage across procure-to-pay, order-to-cash, record-to-report, and expense management. Identifies specific processes that are manual, partially automated, or fully automated — and the gap to best-practice benchmarks.
eporting frequency, latency, and analytical depth. Close cycle duration, self-service BI adoption, forecast accuracy, and the degree to which finance is operating as a strategic advisor versus a reporting function.
Approval workflow completeness, segregation of duties, audit trail coverage, and AI governance framework maturity. Domain D is a gateway domain — organisations without basic controls in place cannot safely advance to automation or AI stages.
Finance team capacity, capability mix, change management history, and stakeholder alignment. Transformation programmes that fail to account for team readiness consistently underdeliver — regardless of platform quality.
01
02
A half-day structured workshop with the finance leadership team — typically CFO, FC, and a senior finance manager. We work through each of the five domains in depth, probing responses, identifying contradictions, and building an accurate picture of current-state maturity.
03
Where possible, we observe key processes in action — month-end close, invoice processing, reporting production — to validate questionnaire responses against operational reality. This is the step most organisations find most revealing.
04
A written report covering: current-state maturity scores across all five domains, gap analysis against Stage 2 and Stage 3 benchmarks, a sequenced transformation roadmap with indicative timelines and investment ranges, and a recommended next step.
05
A 60-minute debrief with the CFO and any other relevant leadership team members — presenting findings, answering questions, and agreeing the recommended next step. This session is designed to provide the evidence base for an internal investment conversation.
Standalone engagement — no follow-on commitment
The Finance Operations Review gives you an honest, expert assessment of your current finance function — and the evidence you need to make the right next decision.
