AI FINANCE PARTNERS

Where Are You At

Where do your numbers actually sit?

Six questions, about two minutes. You will see where your finance function sits on the curve from running on instinct to running on your numbers, with a clear next move in every area.

Private by design. This runs entirely in your browser. Your answers are never sent anywhere, no cookies are set, and nothing is stored. Close the tab and it is gone. There is no email gate and nothing to sign up for.

There are no wrong answers and nothing to be embarrassed about. Most firms start at the early stages and grow a long way before finance catches up. That is a planning gap, not a failing.

1 of 6  ·  Financial footings

When do you see last month's numbers?

2 of 6  ·  Data and decisions

Which of your services or departments made money last year?

3 of 6  ·  Resilience

If your bookkeeper or cashier left tomorrow, what happens?

4 of 6  ·  Finance and operations

Does your finance function help you run the business, or record it?

5 of 6  ·  Systems and tools

How much of your finance work is still manual?

6 of 6  ·  Direction and goals

Is there an agreed plan the numbers are measured against?

0 of 6 answered

Your result

ManualOn feel
RecordingBooks kept
ReportingYou can see
InsightLooking ahead
StrategicThe engine

Most owner managed firms sit at stage one or two and have never been shown it clearly.

Your next move, area by area

Want the full version?

This is the two minute read. The Where Are You At review is the proper one: we come in, look at your actual numbers, systems and team under NDA, fix a few things while we are there, and hand you a roadmap. Or start with a free Outside View, built only from public sources.

Book a free 30 minute chat or get a free Outside View →
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