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The Finance Check

Fifteen multiple choice questions about how finance runs today. About three minutes. You’ll see your result straight away – no email needed.

At the end, if you’re based in the UK or Ireland, you can pick one area for a free hour of consulting time; a report or budgeting template review that’s giving you trouble, a chat through your consolidation process. If you’re a charity, it’s two hours.

The result is a link you can bookmark or pass on.

About you

What do you plan and report in today?
How many legal entities do you report on?
What’s your role?
What’s prompting this? Pick all that apply.
Roughly what’s the average salary of the people doing this work? It’s only used to put a £ figure on the time. We don’t keep it.

Planning

How long does the annual budget take, from the first template going out to sign-off?
The CEO asks what happens if your biggest customer halves its orders. How long until there’s an answer they’d act on?

Consolidation

How many working days after month end until the numbers are final?
Where does intercompany get matched and eliminated?

Reporting & analytics

How much work goes into the monthly management pack, all told?
When a number in the pack gets questioned, what usually happens?

Data integration

How do actuals get from your accounting system into planning and reporting?
A new cost centre is added in the ledger. What happens downstream?

AI for finance

Could you give an AI tool a clean, current view of your numbers today, without a week of prep?
Where’s your team with AI day to day?

We’d like to add everyone’s answers up, to say things like how long a budget usually takes. We keep the answers and the month – nothing that says who you are – and only ever publish figures from ten or more people. Untick it if you’d rather not. There’s more in our privacy policy.