Automation Value Scorecard

Select the statements that match your current reporting process to see a live score and the next best step.

Interactive Scorecard

Check what’s true today. Your score updates instantly — no scripts needed.

What matches your current reporting process?

We export data from ERP, PMS, or accounting systems into Excel on a recurring basis. We copy, paste, or rekey data between files, tabs, or entities. We manage more than one entity, site, cost center, or department template. We repeat the same cleanup, mapping, or formatting steps every cycle. We prepare management packs, KPI files, or close schedules manually. We review the same exceptions and variances every reporting period.

Your score

More checked items typically means higher automation value.

Reset

Tier 1 • 0–2 checked

You’re close — focus on quick wins

A few targeted improvements can remove friction fast: standardize inputs, tighten your close checklist, and automate recurring exports.

Tier 2 • 3–4 checked

Strong candidate for structured automation

You’ll likely benefit from connecting data sources, reducing manual consolidation, and introducing repeatable reporting workflows.

Tier 3 • 5–6 checked

High automation value — prioritize a roadmap

Your process shows multiple high-impact opportunities. A focused plan can shorten close time, improve trust in numbers, and free up capacity for insights.

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Next step

If you’re seeing recurring manual Excel work, we can help you standardize inputs, control transformations, and build repeatable close workflows.

Request a Finance Automation Health Check