Would your finance
systems pass an MOT?
Find the gaps. Know your next step.
A free fit-gap review of your finance systems, processes and connections.
Free of charge. Practical recommendations. No obligation to change systems.
A working system can still hide a serious gap.
Three checks. Real financial consequences.
Revenue earned—or just invoiced?
Can you recognise revenue against delivery and performance obligations, independently of billing?
Can you see a cash shortfall coming?
Forecast unbilled work, expected receipts and costs already committed.
Can you stop the wrong payment?
Check approvals, duplicate invoices and supplier bank details before money leaves.
The MOT-to-finance checklist.
Open a check to see the MOT parallel and the finance gap we assess.
Tyres & wheelsCash headroom & forecasting
Can you see cash pressure coming?
MOT: Legal tread depth, tyre condition and wheel security.
Finance check
- Cash headroom: Forecast unbilled work, expected receipts and upcoming costs.
- Forecast foundations: Use current PSA delivery, billing and payment data.
- Clear stages: Keep earned, billable, invoiced and collected amounts distinct.
Lights & warning lampsCustomer, supplier & exception visibility
Can you see what needs attention?
MOT: Working lights, clear signals and effective warnings.
Finance check
- Headlights: Forecast the position ahead.
- Account visibility: See customer debt, supplier accruals and commitments.
- Warning lamps: Flag overdue balances, margin changes and failures—with owners.
BrakesPayment & transaction controls
Can you prevent the wrong payment?
MOT: Brake condition, performance and supporting safety systems.
Finance check
- Preventive controls: Check approvals, duplicates and spending limits.
- Layered protection: Verify supplier bank-detail changes independently.
- Separate duties: Control who creates, approves and releases payments.
SteeringPlanning & decision support
Can finance help you change direction?
MOT: Responsive steering without excessive play.
Finance check
- Direction: Use current budgets and rolling forecasts.
- Scenarios: Model rates, staffing, margin and payment timing.
- Responsiveness: Get decision-ready reports without rebuilding spreadsheets.
Suspension, springs & jointsGrowth & change readiness
Can your systems handle change?
MOT: Sound springs, shock absorbers and joints.
Finance check
- Capacity: Support growth, acquisitions and additional entities.
- Adaptability: Assess applicable FRS 102 revenue and lease changes.
- Readiness: Prepare for structured UK VAT e-invoicing from April 2029.
Body, structure & corrosionLedger, data & entity foundations
Are your accounting foundations sound?
MOT: Structural integrity, corrosion and secure doors.
Finance check
- Structure: Align accounts, dimensions, entities and consolidation rules.
- Corrosion: Resolve duplicate codes, poor mappings and unreconciled balances.
- Controlled entry: Keep transactions within approved workflows.
Electrical wiring & batteryIntegration & continuity
Does information flow reliably?
MOT: Secure wiring and battery connections.
Finance check
- Connections: Link CRM, PSA, purchasing, payroll and finance.
- Reconciliation: Detect failed interfaces and assign an owner.
- Continuity: Document dependencies, cover and recovery arrangements.
Windscreen, mirrors, wipers & washersClear & trustworthy reporting
Can you trust the view?
MOT: Clear glass, mirrors, wipers and washers.
Finance check
- Windscreen: See timely performance by project, service or entity.
- Mirrors: Compare actuals, budgets and prior periods consistently.
- Clarity: Trace reported figures to their source.
Safety equipment & identificationAccess, accountability & master data
Are access and ownership clear?
MOT: Effective restraints, warning signals and vehicle identification.
Finance check
- Protection: Match permissions to responsibilities.
- Escalation: Give important issues a clear owner and response.
- Identity: Keep entities, VAT registrations and account records consistent.
Exhaust & emissionsRevenue completeness & compliance
Is revenue complete and correctly recognised?
MOT: A secure exhaust without leaks and acceptable emissions.
Finance check
- Completeness: Reconcile delivery, billing, collection and costs.
- Recognition: Follow performance obligations, independently of invoice timing.
- Compliance: Support applicable FRS 102 treatment and statutory outputs.
Let’s inspect what’s
holding finance back.
Tell us your main concern. We’ll arrange your free fit-gap review.
What happens next?
- Discuss your systems and priorities.
- Review the evidence you share.
- Receive clear findings and three priorities.
Keep it. Improve it. Or explore replacement.
We assess the evidence and recommend the proportionate next step.
Keep it.
Your setup fits. Keep what works and monitor what changes.
Improve it.
Close the gaps through configuration, integration, controls or training.
Explore change.
Evaluate another platform where material gaps justify it.
Fit-gap analysis. Then the right platform.
We anaylse and compare your requirements with both your current setup and alternative world-class technologies includingSage Intacct and Certinia FM Cloud.
Keep what fits. Close the gaps. Replace only where justified.
Our recommendation follows our findings: capabilities, controls, integrations, cost and business priorities.
Scope and reference information
An initial fit-gap review based on the information you share. Any deeper technical investigation is scoped separately.
Free of charge. No obligation to change.
Clear findings. Practical priorities. From Insight to Impact.