Research · Finance Assessment
Assess Your Finance Workflow
Where your payables process stands today, scored across intake, matching, approvals, exceptions, vendor data, GST and posting.
Seven dimensions
What this AP assessment covers
An AP assessment of the whole payables path: intake, matching, approvals, exceptions, vendor data, GST and posting. Two questions per dimension, weighted by how much each one tends to decide whether payables automation holds up in production.
25 points
Process Automation
How invoices reach accounts payable, and how an invoice is matched to its purchase order and receipt.
20 points
Document Automation
How invoice fields are captured, and what happens to a new vendor's first invoice.
15 points
Data Quality
The state of the vendor master, and whether a posting can be opened back to its source invoice.
15 points
System Integration
How approved invoices reach the ERP, and how bank statements are reconciled to payments.
10 points
Workflow Maturity
How invoice approvals run, and how mismatches, duplicates and missing POs are handled.
10 points
AI Adoption
Where AI is used in finance today, and what the team has learned from automation projects so far.
5 points
Governance
How GST is validated on purchase invoices, and who can change payment limits and approval thresholds.
100 points
How it adds up
Each answer scores 0 to 3. The two answers in a dimension are averaged and scaled to its weight, and the seven results are added. Process and documents carry 45 of the 100 points because that is where most first projects live.
The assessment
Fourteen questions, then where to send the result
Answer for how things run today, not how they are meant to run. If two options both fit, pick the lower one. The score is more useful when it is slightly harsh.
After you submit
Your Automation Readiness Score, and what the bands mean
The result page shows the score out of 100, its band, a bar for each of the seven dimensions, and the two pages we would read first, chosen by your two lowest dimensions. The band is a reading of the whole; the bars are where the useful detail is.
80 to 100
Advanced
Automation runs inside governed workflows. The next gains come from widening coverage and tightening the feedback loop.
60 to 79
Automation Ready
The foundations are in place. A focused workflow can go live without a clean-up project first.
40 to 59
Developing
Parts of the operation are ready and parts will fight you. Start where the data and the systems already cooperate.
Under 40
Emerging
Most work is still manual and disconnected. The first project should be small, document-led and measurable.
Limits
What fourteen answers cannot tell you
A score of 72 with a vendor master full of duplicates is still a vendor master full of duplicates. The assessment tells you where to look. It does not look for you.
Your documents
A creased receipt or a forty-line invoice
Fourteen answers describe how work happens. They do not show us the paperwork itself, and the paperwork is where document automation succeeds or fails. The DocPro test exists for that.
Your numbers
Cycle times, error rates, cost per invoice
We do not ask for them here and we do not estimate them for you. They come from your own queue, measured during an assessment with your team, and agreed before anything is built.
Your priorities
Whether a project is worth doing
A high score says the foundations exist. It does not know your volumes, what the process costs, or who owns it. Those decide whether automation is worth your time, and the score cannot.
Consent
Two boxes, both optional, kept separate on purpose
Research use and a sales follow-up are different things, so they are different boxes. Neither is required to get the score.
Research
Responses for research and benchmarking
Tick this and your fourteen answers may be included in aggregated PTAS AI benchmark research. Leave it clear and they are used for your result alone.
Marketing
A follow-up about relevant solutions
Tick this and someone from PTAS AI may contact you about what the result suggests. Leave it clear and we will not use your details for outreach.
Neither
What happens if you tick nothing
The result page still appears and the copy still reaches your inbox. Both boxes are optional, and neither is a condition of getting the score.
Keep reading
Before or after the assessment
Automation Benchmark
The campaign behind this assessment: the seven dimensions, the weights and the method, explained.
Read more →DocPro document test
Upload one of your own invoices and see what extraction with confidence scores looks like on it.
Read more →AP automation guide
What to insist on in a payables automation project, and what we would not automate.
Read more →Prefer a conversation first
Bring the process instead of the questionnaire
If you would rather talk than tick boxes, a thirty-minute working session on your real documents and systems covers the same ground, with your numbers in the room.