To go deeper, we ask the people who actually run each finance process
a few quick questions about how work gets done today — and where it
hurts. It’s designed to take minutes, not meetings.
1
You add your team & their roles Just names, emails, and what each person does — combined titles
are fine.
2
Each person gets an invitation email A secure link to a short questionnaire built only for their
role.
3
They answer questions about their process & pain points Where things are manual, slow, or error-prone — in their own
words.
4
You watch it all on one dashboard You never chase anyone — the system does the reminding.
✓ No commitment. Nothing is billed, and your team can
answer whenever it suits them.