Resources

Material you can use straight away, whether or not you talk to us.

Documents

Where do you stand today? Eight questions, one level out of five.

The answers give a level out of five in our own model, with an explanation and what the next step usually is. It is not a comparison with other companies. “Don’t know” is a valid answer. The report arrives by email.

About the work

01What type of business?
02How much of the recurring finance work is done by hand today?
03Where is the information the work relies on?
04How do the source documents arrive?

Controls, experience and contact

05How are approvals given?
06What have you tried?
07Who owns the question of automation in your organisation?

09Contact