Free Tool

Finance Health Score

Assess your financial operations across bookkeeping, tax strategy, cash flow, reporting, payroll, and CFO access.

Quick summary: use this tool to frame the business case before you spend budget or brief a team.
The output is directional, so pair it with CRM, analytics, search console, and margin data before making final budget calls.
Each result links back into Qognition service, industry, resource, and case-study pages so the next step is clear.

Quick Assessment

Are your books closed and reconciled monthly?

Do you have a tax strategy in place (not just annual filing)?

Do you maintain a 13-week cash flow forecast?

Do you receive monthly financial reports with P&L, balance sheet, and variance analysis?

Is payroll fully automated and compliant?

Do you have access to strategic finance advice (fractional CFO or equivalent)?

Your Finance Health Score

40/100
Are your books closed and reconciled monthly?12.5/25
Do you have a tax strategy in place (not just annual filing)?10/20
Do you maintain a 13-week cash flow forecast?0/20
Do you receive monthly financial reports with P&L, balance sheet, and variance analysis?7.5/15
Is payroll fully automated and compliant?10/10
Do you have access to strategic finance advice (fractional CFO or equivalent)?0/10

This is a quick self-assessment. For a full finance health check with benchmarks and recommendations, request the free audit below.

Get Your Full Finance Health Check

A real CFO-level analysis delivered in 48 hours. Free, no commitment.

Inputs

6 yes/no/partial questions

Outputs

Score out of 100

Category breakdown

Top gaps identified

Personalized recommendations

Use Cases

Audit your finance function

Prepare for fundraising due diligence

Identify the biggest risk areas

Want the full model?

Send the estimate to Qognition and we will review the assumptions with you.

No spam. No auto-sequences. A real human reviews every submission.

How to Use This Result

Treat the number as a planning baseline, not a promise. The best marketing decisions come from combining this estimate with your real conversion rates, lead quality, close rates, average order value, sales cycle, and channel constraints.

If the result looks attractive, the next step is to validate the assumptions with a small campaign, a landing page, and clear attribution. If the result looks weak, the answer is usually better offer clarity, stronger traffic intent, better creative, or a tighter conversion path.

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