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    Automation Assessment Scorecard

    Answer 7 targeted questions to find out whether a tax or finance task is worth automating, and get a concrete action plan tailored to your result.

    Tax & Finance · Automation Scorecard

    Is this task worth automating?

    Answer 7 questions to get a personalised automation score, a plotted matrix position, and a concrete next-step plan, tailored to your tax or finance function.

    ✓5 feasibility questions + 2 impact questions
    ✓Identifies your biggest barrier by name
    ✓Concrete next steps for your quadrant
    ✓Visual matrix showing where your task sits
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    How It Works

    Score Your Process

    Rate your task across 5 feasibility and 2 business impact criteria. Each question is designed for tax and finance workflows.

    Get a Clear Verdict

    See where your task sits on the automation matrix: Quick Win, Strategic Project, Nice to Have, or Leave It.

    Actionable Next Steps

    Receive tailored recommendations based on your quadrant, from quick pilots to phased investment plans.