Calculators & Assessments
Free tools to help you understand your finance costs, calculate ROI, assess process maturity, and identify improvement opportunities.
Mini Checks
Quick, focused self-checks to get an instant read on how your financial process stacks up, pinpointing early warning signs and highlighting where a closer look may be worthwhile.
Assessments & Calculators
Our full assessments walk you through a broader set of questions to uncover strengths, gaps, and opportunities across your finance function, delivering richer, more actionable insights.
Checklists & Templates
Practical, ready-to-use resources you can download and put to work right away. Each checklist is built from real implementation and transformation experience, helping your team stay on track and avoid costly oversights.
Month-End Close Checklist
Coming soon
Speed up your month-end close and reduce manual errors with a checklist built for consistent, accurate financial reporting.
AP Internal Control Checklist
Coming soon
Ensure nothing is missed before your SunSystems go-live. Covers testing, training, data validation, and cutover planning.
Cloud Finance Migration Checklist
Coming soon
Step-by-step readiness checklist for migrating your finance systems to the cloud without disrupting operations.
Why Use These Tools?
Each one is distilled from three decades of finance and technology projects with more than 1,000 clients in 80+ countries — the same questions our consultants ask in the first workshop, put in your hands for free.
Identify the Gaps
Quickly identify weaknesses in your financial process and management before they lead to costly errors.
Benchmark Your Process
See how your financial processes stack up against industry best practices.
Get a Clear Action Plan
Turn assessment results into a prioritized action plan instead of guessing where to start.
Build Your Business Case
Use real data to justify investment in new tools, training, or process changes.
Want Personalized Analysis?
Every business has different priorities. That's why we start by understanding yours, then recommend tailored solutions that help improve efficiency, support growth, and deliver lasting value.