The Finance Value Score

Know where your finance function stands - and what it's worth to close the gap.

Score your finance function across planning, close, consolidation, reporting and ESG on a 1–5 maturity scale — where level 5 is optimised and touchless, and AI is what gets most finance functions there. Get your Finance Value Score, and the business case to close the gap.

Free, no login, two minutes. Rather look first? See a sample report.

2 minutes · no login to start Benchmarked against best-in-class Built by AIS — CCH Tagetik partner
Planning Close Consolidation Management reporting Forecasting Statutory ESG
Finance Value Score · example
30 / 100
Value at stake
£161k
a year, from closing the gap — an illustrative mid-market group. Built bottom-up from hours reclaimed, rework removed and a faster close, workings shown.
As-is capability
1Manual
2Templated
3System-supported
4Automated
5Optimised
Planning & budgeting
AI
Month-end close
AI
Consolidation
AI
Management reporting
AI
Forecasting
AI
Statutory reporting
AI
ESG reporting new
AI
As-isModelled target — level 4

ESG reporting is marked new because it is new to most finance calendars — a low score there usually reflects how recently the reporting started, not underinvestment. Any area you don’t do at all can be left out entirely rather than scored.

Grounded in best-in-class benchmarks 2-minute self-serve snapshot Board-ready business case Powered by AIS Consulting

How it works

Three steps turn a hunch into a business case.

Answer a short set of questions about how you run finance today. From your answers the model produces three things - a matrix, a score, and a number in pounds.

1

The Maturity Matrix

Rate each finance area — planning, close, consolidation, management reporting, forecasting, statutory and now ESG — from Manual (1) to Optimised (5). Assess all seven, or just the ones you want measured: each area gets its own score out of 100, and anything you leave out is left out rather than marked down. AI isn’t a separate box to tick. It’s the thing that makes level 5 reachable at all for most finance functions — which is why the score tells you how far off it you are, area by area.

2

Your Finance Value Score

The matrix rolls up into a single 0–100 score — one honest number for how mature your finance function is, and the one you can share with the board or your peers.

3

The business case

The gap is costed bottom-up, task by task — not the whole distance to level 5, but the part the technology can actually close. So “we should modernise finance” becomes a number that survives scrutiny.

What the numbers mean

Your score is where you stand. The pounds are what it’s worth to improve.

Low score, big pounds
Lots of manual work to remove — the strongest case for change.
Low score, modest pounds
Immature, but a smaller function — less to gain.

What it measures

The whole office of the CFO — core processes, plus the frontier.

The score spans the processes that run finance, with AI and ESG treated as the two pillars that increasingly decide who is ahead.

Read the thinking behind three of them: AI in finance, ESG reporting for finance and financial consolidation.

If a forcing moment brought you here, start where the pressure is: a finance system reaching end of life, a group outgrowing its systems or private-equity ownership.

For what good looks like in numbers, see the finance function benchmarks — days to close, cost of finance and finance headcount, every figure sourced.

Planning & budgetingHow plans are built, versioned and agreed.
Month-end closeSpeed, control and effort to close the books.
ConsolidationBringing entities together, cleanly and fast.
ForecastingHow often, how accurate, how much effort.
Statutory reportingYear-end and filings, from assembly to sign-off.
AI in financeNot a seventh area — the level-5 frontier inside every one of them.
ESG reportingThe finance-owned cut of ESG — consolidation meets CSRD.

The toolkit

Four tools, one benchmark behind them.

Start with the 2-Minute Snapshot — free, no login, no sales call lying in wait. A free account unlocks the rest: the board-ready report, the AI map, and the roadmap that says what to do next.

📊
Start here

2-Minute Snapshot

Two minutes, one dial per area, and an honest read on your whole finance function — plus a first sense of what modernising is actually worth. No spreadsheet required.

~2 min · no login Open free →
📐
Ready

Full Report

The thorough edition: an activity-by-activity assessment, a hard-£ business case with the workings shown — so it holds up to scrutiny — and a roadmap in sensible order. See the sample first, no login needed.

~10 min · free account Sample → Create yours →
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Ready

AI Opportunity Map

Where AI genuinely pays off across finance — ranked by value, and sensibly gated by whether each process is ready for it. Substance over hype. Built from your Full Report, so do that benchmark first.

Unlocked once you’ve done the benchmark See the sample →
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Ready

Improvement Roadmap

For each area, what to actually do next: the moves to climb a rung, what to fix before you spend a penny on tooling, and the kind of solution that fits. Built from your Full Report, so do that benchmark first.

Unlocked once you’ve done the benchmark See the sample →

Who’s behind it

Built by finance people who’ve done the hard version.

The Finance Value Score is built and backed by AIS Consulting — finance-transformation specialists and an official CCH Tagetik implementation partner. The model and the benchmarks come from two decades in the office of the CFO, across the platforms that actually run group finance — not a marketing team.

20+ yrs
in finance transformation
20+
FTSE 100 finance functions served
150+
finance functions, combined
SAP · Oracle
Hyperion & CCH Tagetik — the platforms behind group finance
Azim Khan, FCMA
Director
20+ years; group finance infrastructure for multi-entity groups. Led AIS’s move to CCH Tagetik.
Mike Jenkins
Consulting Director
20+ years; consolidation, planning & reporting across utilities, manufacturing, media & defence.
Sara Multineddu
CCH Tagetik Practice Lead
A decade in close, consolidation & FP&A; formerly at PwC.
Michelle Gibbs
Sales Director
~30 years alongside finance functions across the UK & EMEA.

Score your finance function in two minutes.

Start free with no login. A free account unlocks your full, board-ready report — the narrative behind each number, benchmarked, with the business case and what to do next.