Financial Intelligence Check

12-Point Diagnostic Checklist

Most companies have financial data. Very few have financial intelligence. This diagnostic identifies the gap — and shows you exactly where you stand.

Accounting tells you what happened.
Intelligence tells you what to do next.

Your Financial Intelligence Score

0/12

Click each item below that applies to your business

FORTY2_Diagnostic.xlsx — Financial Intelligence Assessment

You receive monthly P&L, Balance Sheet, and Cash Flow statements

Yes

Your finance reports arrive within 3 days of month-end

Yes

You track budget vs actual performance every month

Yes

You know which product lines or services are most profitable

Yes

You have a 60-90 day rolling cash flow forecast

Yes

You track customer profitability and know your top 10 by margin

Yes

Your receivables aging is monitored weekly with clear follow-up actions

Yes

Financial data helps you make faster, more confident business decisions

Yes

Your bookkeeping is automated and you rarely touch manual entries

Yes

Finance is seen as a strategic partner, not just a compliance function

Yes

Are you capturing all your indirect costs while calculating your profit?

Yes

Are your reports real time (de facto)?

Yes

Your finance function is primarily reactive. There's significant opportunity to build intelligence and decision-support capabilities.

You have some intelligence capabilities, but gaps remain. Strategic improvements will unlock faster, more confident decisions.

You're operating at a high level. Finance is a strategic asset. Minor optimizations can refine your edge further.

Your diagnostic score shows where you stand. Forty2 helps you get to 12/12 — with AI, automation, and intelligent reporting.

Financial intelligence is not just about reports.
It is about building businesses that are predictable, scalable, and sustainable.