A structured diagnostic of your finance function — covering process maturity, system capability, automation potential, and governance posture. The starting point for every Mysoft engagement and the evidence base for your transformation roadmap.
The Finance Operations Review assesses five domains — the same five used in the AI Readiness Assessment — giving you a complete picture of current-state maturity and the specific actions required to advance.
Quality and completeness of master data, chart-of-accounts structure, system of record consolidation, and data governance. This domain determines whether AI and automation can operate reliably — it is the gating condition for all downstream maturity.
Current automation coverage across procure-to-pay, order-to-cash, record-to-report, and expense management. Identifies specific processes that are manual, partially automated, or fully automated — and the gap to best-practice benchmarks.
Reporting frequency, latency, and analytical depth. Close cycle duration, self-service BI adoption, forecast accuracy, and the degree to which finance is operating as a strategic advisor versus a reporting function.
Approval workflow completeness, segregation of duties, audit trail coverage, and AI governance framework maturity. Domain D is a gateway domain — organisations without basic controls in place cannot safely advance to automation or AI stages.
Finance team capacity, capability mix, change management history, and stakeholder alignment. Transformation programmes that fail to account for team readiness consistently underdeliver — regardless of platform quality.
A structured 30-question questionnaire completed by the CFO or Finance Director prior to the review session. Covers current system landscape, process inventory, team structure, and known pain points. Takes approximately 45 minutes.
A half-day structured workshop with the finance leadership team — typically CFO, FC, and a senior finance manager. We work through each of the five domains in depth, probing responses, identifying contradictions, and building an accurate picture of current-state maturity.
Where possible, we observe key processes in action — month-end close, invoice processing, reporting production — to validate questionnaire responses against operational reality. This is the step most organisations find most revealing.
A written report covering: current-state maturity scores across all five domains, gap analysis against Stage 2 and Stage 3 benchmarks, a sequenced transformation roadmap with indicative timelines and investment ranges, and a recommended next step.
A 60-minute debrief with the CFO and any other relevant leadership team members — presenting findings, answering questions, and agreeing the recommended next step. This session is designed to provide the evidence base for an internal investment conversation.
A scored assessment across all five domains, benchmarked against mid-market norms for your sector. Includes current-state narrative, gap analysis, and the specific conditions that need to be addressed at each domain before advancing to the next maturity stage.
A sequenced, phased roadmap showing the specific initiatives required to advance from your current stage to your target stage — with indicative timelines, investment ranges, and the platform implications of each phase.
A quantified estimate of the cost of staying at your current maturity stage — expressed in finance team capacity, close cycle cost, and reporting quality impact. This is the foundation of the internal business case.
A structured assessment of your current governance posture against the Mysoft Agentic Finance Governance Framework — identifying the specific controls that need to be in place before automation can be safely deployed.
The Finance Operations Review gives you an honest, expert assessment of your current finance function — and the evidence you need to make the right next decision.