Get an Estimate of Your Financial Health with Our Scoring Module

Based on your accounting data, our scoring tool automatically calculates performance indicators and allows you to monitor your financial situation throughout the year.

Finthesis platform

How Does the Finthesis Scoring Module Work?

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Import Your Accounting Data

To get your analyses, simply import your data into Finthesis via a FEC, a general ledger, or by API.

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Get Your Analyses

In a few seconds, obtain a series of indicators related to your company's financial health.

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Share with Your Clients

You can then present these analyses to your clients or colleagues directly on the platform or by sending a document.

What Indicators Are Tracked in Our Scoring Module?

Finthesis offers a selection of indicators that reflect both the economic performance of the company and its financial situation.

Discover the default indicators in our scoring module :


  • Revenue growth compared to the previous year
  • Business profitability (EBITDA margin)
  • Debt ratio
  • Repayment capacity
  • Liquidity ratio
  • Cash flow horizon

Tracking these indicators should allow you to assess the risks that the company may face in the short and medium term.

indicators

Automatic Analyses Generated by AI

In addition to tracking these indicators, you can automatically generate an explanation with our artificial intelligence algorithm. You will thus have access to a report presenting the following elements :


  • Satisfactory indicators: which are above average and for which the company shows good performance.
  • Indicators to monitor: which are below average and for which monitoring may be wise.
  • General conclusion: personalized recommendations based on the results obtained.

These analyses should allow you to identify potential risk areas during the year so that corrective actions can be taken in time.

AI-generated analyses

Visuals That Help Better Understand the Situation

The various visual representations offered (indicators and graphs) allow you to quickly understand potential areas of risk or improvement.

By combining these visuals, AI-generated explanations, and all other information available on our Business Intelligence platform, manage your business with maximum information at your fingertips!

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Frequently asked questions

Our users, including accountants, CFOs, accounting staff, and business owners, frequently ask us the following questions about our scoring module.

Can the indicators used be modified?

Yes, for each indicator you can access the settings to modify the calculation as well as the minimum and maximum values retained.

How to add new indicators?

You cannot add indicators in addition to the 6 retained indicators, but you can click the “Give Feedback” button to let us know if you think an indicator is missing.

How is the average score calculated?

The average score is simply calculated by taking the average of the results of each indicator (0% corresponds to any value less than or equal to the minimum value and 100% corresponds to any value greater than or equal to the maximum value).

How to share the analysis with clients?

You can extract the analyses into a document by clicking the “Share” button. You can also copy the AI-generated explanations by clicking the dedicated button.

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Finthesis platform