The FinanceOS Diagnostic
We start by scoring
what you've got.
Before we build anything — where you are, and where the gaps are costing you.
The six areas
Data foundation
A ledger you can trust before anything is built on top of it.
Month-end close
A repeatable timetable that produces numbers while they still matter.
Reporting and KPIs
A pack that explains performance, not just records it.
Cash and forecast
A forward view of cash, weeks ahead of the bank balance.
Controls
Approvals, limits and collections that protect margin and cash.
Systems
Integrated tools and documentation so the function survives people leaving.
What you get
- A scored assessment across 18 items and 90 points
- Your position on the finance maturity ladder
- A written gap analysis
- A prioritised 90-day roadmap
- A walkthrough call
Credited in full against your implementation if you proceed — so if you go ahead, the diagnostic costs you nothing.
You keep the roadmap either way.
Where the line sits
Your accountant keeps
- Year-end statutory accounts
- Corporation tax and filings
- Confirmation statement
- The compliance relationship
MAP installs and runs
- A clean, reconciled ledger
- Month-end close on a timetable
- Reporting pack and live KPIs
- 12-week cash forecast
- Spend controls and approvals
Compliance is backward-looking. We give you the forward view.
How it works
01
Free score
Twelve questions, three minutes, an instant score out of 60.
02
Review call
Twenty minutes on what the score means for your business.
03
Diagnostic
18 items scored against your actual ledger, with a 90-day roadmap.
Start with the score.
It takes three minutes.
Take the free scoreOr book the free 20-minute review call
Already decided? Pay the £350 fee here. Most people start with the free score.