Finance Agent Readiness Assessment

15 questions for CFO and auditors. Compliance check, worksheets, team assessment. Free PDF download.

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A selection from over 5,000 projects in 25 years of software development

What you will find in this assessment

Processing an incoming invoice costs USD 9.90 on average; Best-in-Class organisations do it for USD 2.67 (Ardent Partners, Accounts Payable Metrics that Matter in 2026). On top of that comes the switch to structured e-invoices: several EU Member States already require them for domestic B2B invoices, and from 1 July 2030 they are mandatory for B2B supplies between Member States (ViDA). 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

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18 pages, compliance check, audit readiness evaluation, team assessment with gap analysis.

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Only 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.

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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.

What is the status of the assessment?

As of September 2026, version 3.0. Legal status: GDPR Article 17, including the exception for statutory retention obligations in Article 17(3)(b); e-invoicing between EU Member States under ViDA (Council Directive (EU) 2025/516) from 1 July 2030; where the assessment uses German examples, the GoBD as amended on 14 July 2025 and professional secrecy under § 203 StGB. Cost benchmarks from Ardent Partners, Accounts Payable Metrics that Matter in 2026.

Want to discuss your assessment results?

30 minutes. We analyse your team assessment and recommend concrete next steps.

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