Financial Systems Diagnostic Checklist

Financial Systems Diagnostic Checklist

Score your financial systems and receive a downloadable checklist. Assess strengths and identify areas for improvement.
Your Name*

First NameLast Name
Your Email Address*
example@example.com
- Bank reconciled within 5 days of month-end*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Management accounts ready within 7 days*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Debtors and creditors aged monthly*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Inventory reconciled monthly*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- User permissions restricted by role*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Approval workflows active*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Audit trail enabled*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Period locking enforced*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Bank statements are easily imported*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- POS integrated*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Payroll integrated*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Inventory integrated with cost of sales*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- 3-month rolling forecast*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Weekly cash review*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Clear visibility of payables vs receivables*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Funding planning for growth*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Multi-user capability*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Multi-branch visibility*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- Multi-entity consolidation (if required)*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
- KPI dashboards in use*
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is Worst, 5 is Best
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