Poor Visibility
Decisions made on outdated or incomplete data
2–4 weeks
typical decision lag
Management control weakened
Diagnostic Assessment
Identify the Gaps. Quantify the Opportunity. Build the Roadmap.
A structured financial and operational diagnostic that reveals hidden performance gaps, benchmarks your business against high-performing peers, and is designed to deliver a prioritized transformation roadmap.
- Built from 150+ assessment points
- Structured across 8 finance domains
- Based on operating models we see work well
- Benchmark-driven methodology
- Executive-focused reporting
8
Domains
50+
Components
150+
Assessment Points
90-Min
Guided Session
The Cost of Blind Spots
Hidden constraints compound when finance and operations lack visibility.
Most leadership teams sense friction, but cannot isolate root causes or quantify operational impact. The Diagnostic Assessment surfaces where performance breaks down across financial and management dimensions.
Manual Work
Finance teams buried in spreadsheets instead of analysis
12–25 hrs
per week exposed
20–40% time reclaimable
Forecasting Errors
Cash surprises, missed targets, reactive planning
15–30%
forecast variance
10–25% accuracy improvement
Weak Processes
Rework, approval bottlenecks, audit risk
1–2 levels
maturity gap
Process standardisation needed
Cash Flow Inefficiency
Working capital trapped, late collections, poor timing
10–30%
cash visibility gap
Liquidity forecasting priority
Every gap is benchmarked, scored, and ranked, across financial impact and management capability, so you invest where return and control improve most.
Visibility Improvement
Indicative: up to ~35% uplift potential
Forecast Accuracy
Indicative: up to ~25% variance reduction
Decision Speed
Indicative: up to ~50% faster cycles
Management Control
Stronger governance & oversight
Process Maturity
1–2 level advancement
Operational Transparency
End-to-end visibility
Manual Work Reduction
Indicative: up to ~40% time reclaimed
Board Readiness
Investor-grade reporting
What Is The Diagnostic Assessment
A productized diagnostic framework, not a generic advisory conversation.
FinPro has codified how high-performing finance functions operate into a structured assessment product. Benchmark-driven methodology, executive-focused reporting, and a written transformation blueprint, delivered in 90 minutes.
- Built from 150+ assessment points
- Structured across 8 finance domains
- Based on operating models we see work well
- Benchmark-driven methodology
- Executive-focused reporting
Structured Diagnostic
150+ assessment points across 8 finance intelligence domains, scored, weighted, and compared to benchmarks.
Expert-Led Session
A FinPro expert guides you through the assessment live, clarifying context, validating inputs, and surfacing root causes.
Quantified Output
Gaps translated into operational improvement ranges, financial opportunity bands, and prioritised business cases.
Prioritized Roadmap
Quick wins and long-term initiatives ranked by impact, complexity, and expected return, ready for execution.
Diagnostic Output Model
1
Assess
2
Benchmark
3
Quantify
4
Prioritize
5
Deliver
- Benchmark comparison
- Gap severity scoring
- Financial opportunity map
- Implementation sequence
Finance Intelligence Framework
Eight domains. Four dimensions. Every gap scored and benchmarked.
Select any domain to see how FinPro evaluates visibility, cash impact, manual work exposure, and improvement potential, the same lens applied across your entire assessment.
Illustrative sample scores and ranges shown below, for general illustration only. They are not a quote, forecast, or promise of results, your assessment produces company-specific findings.
Active Domain
Visibility & Reporting
Management reporting cadence, data quality, and decision-ready dashboards.
Visibility Score
38/100
Cash Flow Impact
High
Manual Work Exposure
18–24 hrs/wk
Indicative range
€12K–€55K
Components Analyzed
- Management reporting pack
- KPI dashboard design
- Data source integration
- Variance analysis process
- Board reporting cadence
What We Analyze
50+ components evaluated across every finance intelligence domain.
Each component is scored on visibility, operational impact, manual work exposure, and improvement potential, giving leadership a granular view of where performance breaks down.
Visibility & Reporting
5 components
- Management reporting pack
- KPI dashboard design
- Data source integration
- Variance analysis process
- Board reporting cadence
Cash Flow
5 components
- 13-week cash forecast
- AR/AP cycle analysis
- Working capital levers
- Liquidity buffer planning
- Cash conversion tracking
Planning & Forecasting
5 components
- Annual budget process
- Rolling forecast cadence
- Scenario modelling
- Driver-based planning
- Forecast accuracy tracking
Operational Finance
5 components
- Product / service margin analysis
- Cost allocation methodology
- Unit economics tracking
- Pricing profitability review
- Contribution margin reporting
Processes
5 components
- Month-end close process
- Approval workflows
- Reconciliation controls
- Documentation standards
- Finance calendar governance
Automation
5 components
- ERP / system utilisation
- Workflow automation gaps
- Integration architecture
- Manual workaround inventory
- Automation ROI prioritisation
KPIs
5 components
- KPI hierarchy design
- Target-setting methodology
- Accountability mapping
- Leading vs lagging indicators
- Performance review cadence
Decision Intelligence
5 components
- Executive insight quality
- Decision support frameworks
- Strategic finance partnership
- Insight-to-action tracking
- Board-level narrative design
Benchmark Intelligence
See exactly where you are, and how far top performers have moved ahead.
Raw scores mean little without context. FinPro benchmarks your results against industry norms, top-performing peers, and operational maturity standards, to help leadership understand the gap.
Industry Benchmarks
How companies in your sector and size band typically perform, establishing a realistic baseline.
You42/100
Industry58/100
Best-in-class58/100
Best-in-Class Benchmarks
Performance standards set by top-quartile operators, showing what excellence looks like.
You42/100
Industry58/100
Best-in-class82/100
Operational Maturity Benchmarks
Process maturity, automation depth, and governance mapped to a structured maturity model.
You2.4/5
Industry3.2/5
Best-in-class4.6/5
Benchmark gaps feed directly into your Financial Opportunity Map and prioritized roadmap.
Financial Opportunity Mapping
Illustrative ExampleEvery major gap translated into a structured business case.
Sample assessment output, illustrating how FinPro maps operational improvements and financial opportunity ranges. Your report reflects your company's size, complexity, and benchmark gaps.
Visibility Improvement
Indicative: up to ~35% uplift potential
Forecast Accuracy
Indicative: up to ~25% variance reduction
Decision Speed
Indicative: up to ~50% faster cycles
Management Control
Stronger governance & oversight
Process Maturity
1–2 level advancement
Operational Transparency
End-to-end visibility
Manual Work Reduction
Indicative: up to ~40% time reclaimed
Board Readiness
Investor-grade reporting
Cash forecasting improvement
- Management Impact
- Cash visibility +15–30%
- Indicative range
- €10K–€50K
- Investment
- €3K–€15K
- Payback
- Indicative
Management reporting redesign
- Management Impact
- Decision speed +30–50%
- Indicative range
- €7K–€35K
- Investment
- €3K–€12K
- Payback
- Indicative
Month-end close acceleration
- Management Impact
- Manual work −20–35%
- Indicative range
- €5K–€28K
- Investment
- €1.5K–€10K
- Payback
- Indicative
AR collections optimisation
- Management Impact
- Liquidity control improved
- Indicative range
- €8K–€45K
- Investment
- €3K–€12K
- Payback
- Indicative
Combined potential opportunity
Indicative rangeSpecific to your business
The assessment quantifies the opportunity specific to your business — there is no pre-set figure.
All figures are illustrative sample outputs for general illustration only — not a quote, forecast, or promise of results. Your assessment produces company-specific ranges based on your inputs and benchmark gaps.
What You Receive
A complete transformation blueprint, not a slide deck.
Every deliverable is designed for executive decision-making and implementation handoff. Preview sample report pages below.
Executive Assessment Report
Board-ready summary of findings, scores, and strategic implications.
Benchmark Analysis
Side-by-side comparison against industry, best-in-class, and maturity benchmarks.
Gap Analysis
Severity-ranked gaps with root cause context across all 8 domains.
Financial Opportunity Map
Opportunity ranges and indicative investment bands per initiative.
Prioritized Roadmap
Sequenced transformation plan ranked by impact and feasibility.
Quick Wins
High-return, low-complexity actions to prioritise early.
Long-Term Initiatives
Structural improvements for sustainable performance uplift.
Implementation Recommendations
Technology, process, and capability guidance for each initiative.
Executive SummarySample Output
FinPro · ConfidentialKey Findings
- Visibility score 42/100, below industry median (58)
- Forecast accuracy variance 18–24% vs 8–12% best-in-class
- Manual work exposure: 16–22 hrs/week across core processes
Decision Speed
+30–50%
Board Readiness
Improving
Process Maturity
2.4/5
Gap Analysis & ScoringSample Output
FinPro · ConfidentialCash forecasting
CriticalHigh cash risk
32
/100
Management reporting
HighSlow decisions
41
/100
Month-end close
MediumManual burden
48
/100
Financial Opportunity MapSample Output
FinPro · ConfidentialIndicative ranges by initiative — illustrative sample only
P1Cash forecasting
€10K–€50KP1Reporting redesign
€7K–€35KP2Close acceleration
€5K–€28KTotal potential: specific to your business (illustrative sample)
Prioritized RoadmapSample Output
FinPro · ConfidentialQuick Wins
0–6 wks- · Forecast template
- · AR cadence
Foundation
6–14 wks- · Reporting pack
- · KPI hierarchy
Scale
14–26 wks- · ERP integration
- · Automation
What Happens After Purchase
From purchase to roadmap in days, not months.
- Built from 150+ assessment points
- Structured across 8 finance domains
- Based on operating models we see work well
- Benchmark-driven methodology
- Executive-focused reporting
1
Purchase
Secure checkout and instant confirmation.
2
Schedule Session
Book your 90-minute guided assessment.
3
Guided Assessment
Live expert-led diagnostic via Zoom or Google Meet.
4
Expert Review
FinPro analyst validates inputs and scores.
5
Benchmark Analysis
Your results mapped against all three benchmark sets.
6
Final Report
Complete written deliverables delivered digitally.
7
Roadmap Session
Walkthrough of findings, priorities, and next steps.
Guided Assessment Experience
90 minutes with a FinPro expert, collaborative, not a questionnaire.
This is not a form you fill in alone. Your expert works through the assessment with you in real time.
Zoom or Google Meet
Join from anywhere, no travel required.
90 Minutes
Structured session covering all 8 domains efficiently.
Expert-Led
Senior FinPro practitioner, not a junior analyst.
Live Clarification
Ask questions, provide context, validate assumptions.
Collaborative Review
Review preliminary scores and priorities together.
Included Resource Library
Access to the FinPro Knowledge Library
Beyond the report, you receive ongoing access to FinPro's knowledge library, resources mapped to the specific gaps uncovered in your assessment.
50+ resources available todayNew resources added continuously
One-PagersPlaybooksChecklistsTemplatesAI AssetsBest Practice FrameworksImplementation Guides
Resources are tagged to your gap analysis, so you know exactly which playbook applies to which finding.
Sample Transformation
Illustrative ExampleFrom identified gap to structured improvement plan.
Problem
13-week cash forecast rebuilt manually every Monday, 6+ hours, often inaccurate.
Root Cause
No integrated data pipeline; AR/AP data pulled from three separate spreadsheets.
Operational Impact
Cash visibility gap 15–25%; 3 liquidity surprises in prior 12 months.
Recommended Fix
Automated 13-week cash model with ERP integration and weekly variance alerts.
Expected Outcome
Forecast accuracy +10–20% · Cash visibility +15–30% · Payback 4–12 months
Ideal Client Profile
Who benefits most from the Diagnostic Assessment.
Growing businesses that need clarity before investing in systems, hires, or consultants.
Scaling leadership teams
€2M–€50M revenue with increasing complexity and board-level reporting demands.
Spreadsheet-dependent finance
Critical processes still run on Excel with growing error and time cost.
Pre-investment clarity seekers
Considering ERP, BI, or transformation spend and need a prioritized business case first.
Cash-conscious operators
Experiencing cash flow volatility and need structured forecasting and controls.
Post-growth optimisers
Grew fast; now need operational finance maturity to sustain margins.
Board accountability
Investors or directors requesting benchmarked performance evidence.
FAQ
Frequently asked questions
How is this different from the free assessment?
The free assessment gives you a high-level diagnostic score. The Diagnostic Assessment is a 90-minute expert-led session across 150+ assessment points, with full benchmark analysis, financial opportunity mapping, and a written transformation roadmap.
How long does the Diagnostic Assessment take?
The guided session is 90 minutes. Your final report and roadmap are typically delivered within 5 business days after the session.
Do I need to prepare information beforehand?
Minimal preparation is required. Your FinPro expert will guide you through the process and tell you what context is helpful before the session.
Who leads the session?
A senior FinPro practitioner with direct finance transformation experience, not a junior analyst or automated bot.
What format is the session?
Live video via Zoom or Google Meet. Collaborative and conversational, not a static questionnaire.
When do I receive my report?
After the assessment session, expert review, and benchmark analysis. You also receive a dedicated roadmap walkthrough session.
What happens after the assessment?
You receive all deliverables plus access to the FinPro Knowledge Library. Many clients proceed to Domain Solutions or Full Transformation, but there is no obligation.
What does the €1,500 cover?
€1,500 (before VAT) is the fixed price for the Diagnostic Assessment and all of its deliverables, listed above. It is a one-off fee with no further obligation. Any later engagement, such as a Domain Solution or Full Transformation, is scoped and priced separately.
Assessment First
Why Companies Start With Assessment First
Most businesses invest in ERP systems, dashboards, consultants, automation projects, or finance hires before understanding where their biggest constraints actually exist.
ERP systemsDashboardsConsultantsAutomation projectsFinance hires
The Diagnostic Assessment helps leadership teams identify root causes, quantify impact, prioritize initiatives, and build a roadmap, before investing significant time and money.
- Identify root causes before buying solutions
- Quantify impact across financial and operational dimensions
- Prioritize initiatives by benchmark gap and feasibility
- Build a roadmap before committing to systems or hires
Ready to Understand What Is Really Limiting Your Performance?
A benchmarked diagnostic, quantified opportunity map, and prioritized roadmap, structured methodology at a fraction of traditional consulting cost.
Included
- 90-Minute Expert-Led Session
- Benchmark Analysis
- Gap Analysis
- Financial Opportunity Map
- Prioritized Roadmap
- Executive Assessment Report
- Access to FinPro Knowledge Resources
Secure checkout on the next step, billing, VAT, and payment instructions.