CHECKLIST
Rate Your Finance Automation Maturity
Find the manual work quietly slowing down your finance team.
Your finance team may use automation every day—but how much of your operation actually runs without manual intervention?
The Finance Automation Maturity Assessment gives finance leaders a practical way to measure where automation is working, where employees are still filling operational gaps, and which processes deserve attention next.
In just 25 questions, you can evaluate five critical areas of finance operations:
- Getting paid
- Spend and approvals
- Reconciliation and close
- Global and vendor payments
- Visibility and reporting
Complete the assessment, calculate your score, and see whether your team is Automation-Native, Automating in Pieces, or still Manual by Default.
You’ll Learn:
- Identify manual steps hidden inside supposedly automated finance workflows.
- Evaluate automation across receivables, spend, payments, reconciliation, and reporting.
- Find processes that depend on employees remembering to complete the next step.
- Determine whether exceptions are truly exceptional or part of the daily workload.
- Assess how quickly leadership can access reliable financial information.
- Compare your team’s current state with three clear automation maturity levels.
- Prioritize the areas where further automation could create the greatest operational impact.