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Interactive Self-Assessment

The Financial Integrity Checklist

Twelve plain questions about your own numbers — not about VantageView, not about software. Answer Yes or No honestly, based on what you can do today, and your score updates as you go.

12 questions ~4 minutes No email required
01
Visibility & Timing
Can you see your own numbers in time to act on them?
1
Can you produce a consolidated P&L across all your entities right now, without waiting for someone to merge spreadsheets?
If consolidation takes days, every decision is based on numbers that are already out of date.
2
If a customer's payment behavior started slipping today, would you know before next month's close?
Receivables that drift from 60 to 75+ days are usually invisible until they show up as a cash problem.
3
Do you know your current cash runway in months, with a forecast range — not a single gut-feel number?
A point estimate hides how much confidence you should actually have in it.
02
Multi-Entity Risk
Does risk hide between your entities, not just inside one of them?
4
Can you tell, today, whether a struggling entity is being quietly propped up by a healthier one?
Cross-entity funding is often invisible until the healthy entity's own position starts slipping too.
5
If your most senior finance person went on leave for two weeks, could someone else hand you accurate consolidated numbers tomorrow?
Tribal knowledge that lives in one person's head is a single point of failure, not a reporting process.
6
Do your inter-company eliminations happen automatically, or does someone manually net them out at every close?
Manual eliminations are exactly where transfer-pricing distortions and double-counted revenue hide.
03
Data Integrity & Fraud
Do errors and anomalies get caught early, or found in an audit?
7
Can you flag which vendors have raised prices meaningfully this quarter, without manually re-checking every invoice?
Price inflation is usually hidden inside averages until someone happens to compare periods by hand.
8
Would an unusual transaction — a round number, an amount that doesn't fit the pattern — get caught the same week it happens?
Without systematic anomaly scanning, these are found in audits, months after the fact.
9
Do you know which stock has been sitting long enough to count as dead inventory — right now, not at the next stock-take?
Every extra week of holding non-moving stock is margin quietly eroding.
04
Dependency & Process
Does your reporting survive without one person's heroics?
10
Have you ever discovered a material error — in pricing, margin, or inventory — more than 30 days after it started?
This is the clearest sign your detection lag, not your team's diligence, is the actual problem.
11
If two of your systems disagree on a number — your ERP versus a spreadsheet, say — does your reporting flag the conflict, or silently pick one?
A report that resolves conflicts silently is giving you false confidence, not a clean answer.
12
Could you get a specific answer — "margin by product line, excluding inter-company transfers" — in minutes rather than days?
If every ad hoc question needs a new spreadsheet exercise, you're auditing the business after the fact, not managing it.