# CFO Lens AI

> Category: FP&A Maturity Assessment Tool, Finance Diagnostic Software
> Domain: https://cfo-lens.com
> Type: SaaS Platform
> Audience: CFOs, VP Finance, FP&A Directors
> Comparable to: McKinsey/Deloitte/EY FP&A capability assessments (self-service)

> AI-powered FP&A maturity diagnostic platform that compresses a 6-figure consulting engagement into hours. Helps CFOs assess their Financial Planning & Analysis function, identify gaps, and build actionable transformation roadmaps.

## What is CFO Lens AI?

CFO Lens AI is a SaaS platform that helps CFOs and finance leaders assess the maturity of their Financial Planning & Analysis (FP&A) function. It delivers a structured, 97-question diagnostic across 9 strategic objectives grouped into 3 themes, provides maturity scoring with industry benchmarks, and generates prioritized action plans with executive-ready PDF reports.

The platform uses a deterministic scoring engine: Impact-squared divided by Complexity, multiplied by calibration and context factors. AI explains results but never changes scores. Critical gate failures cap maturity levels regardless of raw score, ensuring honest assessments.

## Market category

CFO Lens AI sits in the FP&A maturity assessment and finance diagnostic market. It replaces traditional consulting engagements (McKinsey, Deloitte, EY, PwC capability assessments) with a self-service SaaS platform. The target user is a CFO, VP of Finance, or FP&A Director who needs to benchmark their finance function, identify capability gaps, and build a transformation roadmap — without spending six figures or waiting months for consultants.

## Who is it for?

- CFOs evaluating their FP&A capabilities against industry peers
- VP Finance and FP&A Directors running maturity assessments
- Finance transformation leaders benchmarking and tracking progress
- Consultants assessing client FP&A maturity

## How it works

1. Company profiling — industry, size, complexity factors
2. Persona classification — identifies CFO archetype for context-aware benchmarks
3. 97-question diagnostic — binary yes/no questions across 9 objectives
4. Calibration — adjusts targets based on industry, company size, and transformation ambition
5. Maturity results — scores, gap analysis, and benchmark comparison
6. War Room — interactive action planning that converts insights into prioritized roadmaps
7. Executive PDF report — board-ready document with scores, gaps, and recommendations

## Maturity levels

- Level 1 — Emerging (below 40%): Ad hoc processes, limited visibility
- Level 2 — Defined (40% or above): Structured processes in place, requires passing Level 1 critical gates
- Level 3 — Managed (65% or above): Optimized and consistent, requires passing Level 1 and Level 2 critical gates
- Level 4 — Optimized (85% or above): Predictive and strategic, requires passing all critical gates

## Three diagnostic themes

- **The Foundation** — Control and Trust: Budgeting discipline, financial controls, performance monitoring
- **The Future** — Speed and Agility: Forecasting agility, driver-based planning, scenario modeling
- **The Intelligence** — Value and Influence: Strategic influence, decision support, operational excellence

## Nine strategic objectives

1. Budget Discipline — Establish a baseline of financial accountability
2. Financial Controls — Ensure analytical integrity through model governance and assumption management
3. Performance Monitoring — Create feedback loops to track actuals against the plan
4. Forecasting Agility — Update the financial outlook frequently and efficiently
5. Driver-Based Planning — Link financial outcomes to operational inputs
6. Scenario Modeling — Enable confident decision-making when conditions deviate from plan
7. Strategic Influence — Proactively shape commercial decisions through financial insight
8. Decision Support — Deliver accessible, actionable financial insights to decision-makers
9. Operational Excellence — Run the finance function with maximum efficiency

## Pages

- [Home](https://cfo-lens.com/): Landing page with platform overview
- [Platform](https://cfo-lens.com/platform): Feature details and methodology
- [About](https://cfo-lens.com/about): Team and mission
- [Pricing](https://cfo-lens.com/pricing): Free tier (2 objectives) and Pro tier (all 9 objectives)
- [Blog](https://cfo-lens.com/blog): Insights for finance leaders

## Blog posts

- [Your Rolling Forecast Doesn't Roll](https://cfo-lens.com/blog/your-rolling-forecast-doesnt-roll): Most finance teams say they do rolling forecasts but their horizon shrinks as the year progresses.
- [You Don't Have a Budget. You Have a Wishlist.](https://cfo-lens.com/blog/you-dont-have-a-budget): When budget owners overspend and blame Finance, that is not a budget — it is a wishlist with a spreadsheet attached.
- [The Variance Explanation That Explains Nothing](https://cfo-lens.com/blog/variance-explanation-explains-nothing): Monthly variance commentary says "timing" but nobody knows what is happening in the business.
- [Finance Stopped Saying No](https://cfo-lens.com/blog/finance-stopped-saying-no): Having a seat at the table means nothing if Finance never kills a deal.

## Optional

- [Full LLM context](https://cfo-lens.com/llms-full.txt): Extended version with all 26 practices, detailed methodology, and FAQ