Finance Agent Readiness Assessment
15 questions for CFO and auditors. Compliance check, worksheets, team assessment. Free PDF download.
What you will find in this assessment
42% of all invoices in accounts payable are still processed manually (IFM 2024). At an average cost of EUR 11.50 per invoice, this is a measurable cost factor. This assessment shows where your finance organisation stands - and which agents deliver the greatest impact.
15 questions across 5 dimensions
- 1. Audit readiness - How audit-ready are your processes?
- 2. Professional secrecy - Regulatory compliance status and data separation
- 3. ERP landscape - How integrated are your finance systems?
- 4. Close speed - How fast is your month-end close?
- 5. Process maturity - How formalised are your accounting rules?
How the eBook differs from the online tool
| Feature | Online (3 min.) | eBook (PDF) |
|---|---|---|
| Questions | 7 | 15 |
| Compliance check | Basic | In-depth (6 questions) |
| Team assessment | No | Yes (CFO + Auditor + IT) |
| Gap analysis | No | Yes |
| Printable | No | Yes (A4 optimised) |
Free PDF
Download the assessment
14 pages, compliance check, audit readiness evaluation, team assessment with gap analysis.
Download assessmentOnly email address required. Instant PDF delivery.
Quick check: Online assessment
No time for the full assessment? Start with the 3-minute quick check with 7 questions and an automatic radar chart.
Start online assessment →Frequently Asked Questions about the Assessment eBook
How does the eBook differ from the online assessment?
The online assessment has 7 questions and takes 3 minutes. The eBook has 15 questions, printable worksheets, and a team assessment where CFO, Head of Accounting, and auditors can compare their results.
Who is this assessment for?
For CFOs, Finance Directors, and auditors who need a structured baseline assessment before their first finance agent pilot project.
Does the assessment cover regulatory compliance requirements?
Yes. Dimension 2 explicitly evaluates your compliance status regarding professional secrecy obligations and provides recommendations for data separation and AI deployment under regulatory constraints.
Is the eBook free?
Yes. We only ask for your email address. You receive the PDF immediately.
Want to discuss your assessment results?
30 minutes. We analyse your team assessment and recommend concrete next steps.