Turn a six-week process assessment into a three-day, ROI-quantified deliverable
A cloud platform that automates end-to-end finance, accounting and operations process assessments. Teams feed it documents or a guided questionnaire; it scores process maturity across people, process and technology, models multi-year ROI, and generates an executive-ready report with as-is and to-be process maps. What used to take a consulting team four to six weeks now takes three to five days — and the same team can run three to five times as many engagements in parallel.
Automated Assessments Tool — in the browser
What Automated Assessments Tool does
Dual input — documents or questionnaire
Upload existing documentation (PDF, Word, Excel, PowerPoint) or run a guided questionnaire of 450 to 1,000 questions across every process stream — procure-to-pay, order-to-cash, record-to-report, FP&A, treasury, tax and audit. The platform reconciles both into a single structured evidence base.
Multi-dimensional maturity scoring
AI scores each process on a one-to-five maturity scale across people, process and technology, using a blend of language understanding and proprietary business logic for repeatable, defensible results that don't drift between assessors.
ROI and business-case modelling
Three-to-five-year ROI projections with configurable assumptions and scenarios — quantifying the automation, centralisation and optimisation opportunities the assessment surfaces, so every engagement ends with a costed business case rather than a list of observations.
Automated executive reports
Eight-to-fifteen-page, board-ready assessment reports generated automatically with charts and visualisations, exportable to PDF and Word and branded to the practice. The deliverable that used to consume a consultant's week is produced in minutes.
As-is / to-be process mapping
Automatic generation of current-state and target-state process flows with gap analysis — turning narrative findings into the visual process maps clients and transition teams actually act on.
Industry-tuned models
Tailored assessment models for priority industries including shipping & logistics, energy & utilities, retail and manufacturing, so benchmarks and recommendations reflect sector reality rather than generic averages.
From start to value in 4 steps
Intake the evidence
Upload documents or complete the guided questionnaire. The platform structures everything into a single evidence base across all process streams.
Score the maturity
AI evaluates each process across people, process and technology on a one-to-five scale with consistent, repeatable logic and benchmark comparison.
Model the ROI
Configure assumptions and scenarios; the engine produces multi-year ROI and a quantified opportunity backlog ranked by impact and feasibility.
Generate the report
An executive-ready assessment with process maps and a costed business case is produced automatically, ready to present or hand to a transition team.
Built on proven enterprise tech
Input & extraction
Analysis engine
Output
Platform
"Assessments that used to take six weeks now take three days, and the output is more consistent than anything a rotating bench of analysts produced. The ROI model at the end is what gets the engagement signed."— Practice Lead, Finance Transformation Consultancy
Deploy how you need it
Automated Assessments Tool — Ready to Deploy
Get a demo and see how it fits your stack.