Finance and operations
Finance technology
We ask finance leaders which parts of their work they want to automate, how the core finance system shapes every other purchase, and what it takes for them to switch.
What we’re researching
Three questions for 2027.
Findings publish once 100 qualified people have taken part. Until then, this page shows what we’re asking rather than what we’ve found.
- Q1
Which manual finance processes are teams most determined to automate?
- Q2
How tightly does the core finance system dictate what else gets bought?
- Q3
What makes a finance leader switch a tool that works well enough?
Who should take part
- CFOs and finance directors
- Financial controllers
- Heads of FP&A
- Finance operations leads
And anyone else shaping a finance technology decision for their organisation, in any country.
Areas the benchmark covers
Industries we research this with
Related guides
FAQ
Questions people ask
Who can take the finance technology benchmark?
Anyone shaping a finance technology decision for an organisation, in any country and any industry. It is written for people answering in a professional capacity, such as cfos and finance directors, financial controllers, heads of fp&a.
How long does it take?
About 7 minutes. There are 21 questions and no free-text answers.
Is it free?
Yes. Taking part is free and you see your scored result on screen straight away.
What happens to my answers?
Answers are stored without your name, email or IP address and combined into anonymised research. No figure is published for a group smaller than 10. Nobody contacts you unless you tick the box asking us to.
When will the finance technology findings be published?
Once 100 qualified people have taken part. Until then this page shows the questions we are asking, not findings.