The Finance Value Score

Know where your finance function stands — and what it's worth.

Score your finance function across planning, close, consolidation, reporting and ESG on a 1–5 maturity scale — where level 5 is AI-embedded. Get your Finance Value Score, and the business case to close the gap.

2 minutes, no login to start Benchmarked against best-in-class
Planning Close Consolidation Reporting AI ESG
Finance Value Score · example
30 / 100
Value at stake
£161k
a year, from closing the gap — an illustrative mid-market group
As-is capability
1Manual
2Templated
3System-supported
4Automated
5AI-embedded
Planning & budgeting
AI
Group month-end close
AI
Consolidation
AI
Reporting
AI
Forecasting
AI
Statutory reporting
AI
ESG reporting new
AI
As-isAmbition — level 5
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, reporting, forecasting, statutory and now ESG — from Manual (1) to AI-embedded (5). AI isn’t a separate box to tick: it’s what level 5 looks like in every one of them.

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 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.

Planning & budgetingHow plans are built, versioned and agreed.
Group 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.

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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 →
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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.

Free account · from your Full Report Sample → Create yours →
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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.

Free account · from your Full Report Sample → Create yours →

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.