Takes about 10 minutes

How does your finance function measure up?

Assess your finance function across nine categories, get an instant Surf Score with a personalized diagnostic, and see exactly where to focus next.

No account required · Free · Results emailed to you

What you'll get

A concrete, actionable view of your finance function in under ten minutes.

A single 0–100 score that captures the overall health and urgency of your finance function, with a tier that tells you where you stand.

See all nine finance categories plotted by maturity and pain — instantly clear where you have foundational strengths and where to act now.

We highlight the three highest-priority categories with written guidance on why each matters and where to focus next.

A few questions each — tools, pain, maturity, and the challenges that actually matter in your day-to-day.

ERP / Core Accounting
General ledger, chart of accounts, consolidation, core financial reporting.
FP&A — Planning, Budgeting & Forecasting
Financial planning, budgeting, forecasting, variance analysis, scenario modeling.
Billing & Revenue Recognition
Invoice generation, subscription billing, revenue recognition (ASC 606), quote-to-cash.
Payables Automation (AP)
Invoice receipt, approval workflows, payment processing, vendor management.
Expense Management & Corporate Cards
Employee expense reporting, corporate card programs, travel & expense policies.
Treasury & Cash Management
Cash positioning, cash flow forecasting, bank relationship management, liquidity optimization.
Tax Compliance & Reporting
Sales/use tax, income tax provisions, R&D tax credits, state and local compliance.
Close Management & Reconciliations
Month-end close process, account reconciliations, flux analysis, close checklists.
Cap Table Management & Equity Admin
Equity tracking, option grants, 409A valuations, waterfall analysis.

Ten minutes. Nine categories. One clear picture of your finance function and the priorities that will move the needle.