Finance System Health Check

Self-Assessment for Your Finance Systems and Tailored Recommendations

Survey

About This Tool

This assessment is designed as a quick diagnostic to help you identify inefficiencies and uncover opportunities within your current systems and processes.

How to Use It

For each question, select the option that best reflects your current situation. At the end, you’ll receive tailored recommendations based on your overall score.

1 = Highly manual / inefficient

3 = Partially optimised

5 = Fully automated / best practice

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What good looks like:

What Your Score Means

10–23: Manual and at Risk

Your finance function is carrying a heavy manual load. Disconnected systems, re-keyed data, and spreadsheet workarounds are likely costing your team significant time each month, and that effort tends to scale with the business rather than shrink.

Beyond the lost hours, this pattern increases the risk of errors, slows your close, and makes it harder to trust the numbers when decisions depend on them. The good news is that this is the stage where the right changes deliver the most visible return, often within a single reporting cycle.

24–39: Partially Optimised

You have solid foundations in place, and parts of your finance operation already run well. The friction now tends to live in the gaps: integrations that need checking, processes that depend on specific people, or reports that still require manual assembly.

These are the issues that quietly limit your team and become more pronounced as the organisation grows or takes on new entities. Targeted improvements in your weakest areas can close those gaps without the disruption of a full system change.

40–50: High Performing

Your finance function is well structured, automated, and gives your team room to focus on analysis rather than processing. At this level, the opportunity is no longer about fixing inefficiency; it is about extending your advantage: deeper real-time visibility, stronger scenario planning, and the scalability to absorb growth or acquisition without adding headcount.

Even high-performing teams find value in a fresh review to confirm there are no blind spots.

Your Next Step

Wherever you scored, the most useful insight is not the number itself; it is understanding which areas to address first, and what the practical path looks like for your organisation.

A free consultation gives you a tailored review of your results, a clear sense of the quick wins available to you, and a view of how FinanSys can support your finance function as it grows. There is no obligation, and you will leave the conversation with a clearer picture either way.

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Sunsystems Solutions

Netsuite Solutions

Finance System Health Check

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Just One More Step.

Your Score

What Your Score Means

10–23: Manual and at Risk

24–39: Partially Optimised

40–50: High Performing

Your Next Step