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Free Finance Operations Assessment

See where your AP, AR and Expense processes are costing you time, visibility and control — and what we would manage for you.

Takes about 3 minutes · Instant personalized report · No obligation

0 of 11 answeredAbout 3 minutes

Your company

Annual revenue

Under $500,000$500,000 to $2 million$2 million to $5 million$5 million to $20 millionOver $20 million

Employees

1–1011–2526–5051–100More than 100

Your accounting system

Which accounting system do you use?

QuickBooks OnlineXeroZoho BooksFreshBooksSomething else

Accounts payable — the bills you pay

Vendor bills per month

Fewer than 2525–100100–300More than 300

How do bills reach you and get into your books today?

On paper or by post, keyed in by handBy email, keyed in by handA mix of email, paper and portals — no single processBy email, read by a capture tool (e.g. Dext, Hubdoc), then checked by handThrough AP software with approvals built in

Biggest AP problems — choose any, or none

Keying bills into the accounting systemApprovals take too longDue dates get missedBills get paid twiceBills go missingHard to see what's owed and when

Accounts receivable — the invoices you send

Customer invoices per month

Fewer than 2525–100100–300More than 300

Biggest AR problems — choose any, or none

Customers pay lateChasing payments by handInvoices go out lateMatching payments to invoicesHard to see who owes what

Expenses

Expense reports and receipts per month

Fewer than 1010–5050–150More than 150

Biggest expense problems — choose any, or none

Missing receiptsReports come in lateCoding expenses by handSpending outside policyHard to see what is being spent

People and process

Staff hours per week across AP, AR and expenses

Under 10 hours10–20 hours20–40 hours40–80 hoursMore than 80 hours

How much of it is manual email, data entry and follow-up?

LowModerateHighVery high

How often do errors, late approvals, missing documents or overdue items happen?

RarelySometimesOftenFrequently

What matters most to you?

Saving timeKnowing where things standCash flowAccuracyNot depending on one person

Where should we send your report?

Your name

Company

Business email

No account needed, no obligation. Your report opens here and is emailed to the address above, with your own link to it. Everything in it is estimated from your answers.

We never see or store your accounting password. Documents you send are processed by our platform and posted to your own accounting system.