Financial Intelligence Check
10-Point Diagnostic
Most companies have financial data. Very few have financial intelligence. This diagnostic identifies the gap — and shows you exactly where you stand.
Accounting tells you what happened.
Intelligence tells you what to do next.
Your Financial Intelligence Score
Click each item below that applies to your business
FORTY2_Diagnostic.xlsx — Financial Intelligence Assessment
01
You receive monthly P&L, Balance Sheet, and Cash Flow statements
Gap
02
Your finance reports arrive within 7 days of month-end
Gap
03
You track budget vs actual performance every month
Gap
04
You know which product lines or services are most profitable
Gap
05
You have a 60-90 day rolling cash flow forecast
Gap
06
You track customer profitability and know your top 10 by margin
Gap
07
Your receivables aging is monitored weekly with clear follow-up actions
Gap
08
Financial data helps you make faster, more confident business decisions
Gap
09
Your bookkeeping is automated and you rarely touch manual entries
Gap
10
Finance is seen as a strategic partner, not just a compliance function
Gap
0-3 Points: Foundation Stage
Your finance function is primarily reactive. There's significant opportunity to build intelligence and decision-support capabilities.
4-7 Points: Development Stage
You have some intelligence capabilities, but gaps remain. Strategic improvements will unlock faster, more confident decisions.
8-10 Points: Intelligence Stage
You're operating at a high level. Finance is a strategic asset. Minor optimizations can refine your edge further.
Ready to Close Your Gaps?
Your diagnostic score shows where you stand. Forty2 helps you get to 10/10 — with AI, automation, and intelligent reporting.
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