Automation Scorecard

Is this task worth automating?

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

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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

Task to assess

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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.