Learn to read your business cash flow, costs and profitability. Find your starting point and practical tools, and talk with FINDEX about your next step.
Result: Ongoing financial support focused on improving your business financial health.
LEVEL 01
FINDEX Initial Assessment
Quickly discover how your business finances are doing.
A simple, automated assessment you complete directly on our platform.
Enter a few basic financial figures to get an initial snapshot of your business.
Ideal for you if…
You want an initial view of your business finances before exploring them in depth.
Includes
Basic financial indicators.
General liquidity assessment.
Profitability.
Liabilities.
Financial signals.
Key warning signs.
Automatic, immediate result.
LEVEL 02
FINDEX Advanced Financial Assessment
Go beyond the indicators. Understand what they reveal about your business.
We analyze your business financial information to identify strengths, risks, warnings and opportunities. Includes a virtual session to explain the assessment.
By the end, you will know
What is happening. Where the main risks are. What is working well. What you should start addressing.
Includes
Financial statement analysis.
Horizontal and vertical analysis.
Financial ratios.
Profitability and margins.
Liquidity.
Liabilities.
Working capital.
Receivables, inventory and suppliers.
Cash generation, when the available information permits.
Growth analysis.
Charts and trends.
Key financial findings.
FINDEX alerts.
Practical recommendations.
FINDEX Financial Health Index – ISF.
FINDEX executive report.
LEVEL 03
Financial Assessment + Zoom into Your Numbers
Understand your assessment with an expert by your side.
Includes the full FINDEX Advanced Financial Assessment plus a personalized session to explore your business results.
We go beyond delivering a report.
We meet with you to explore the numbers, explain findings, answer questions and help identify your priority decisions.
Ideal for you if…
You want more than an assessment report.
You want to understand it, discuss it and know where to begin.
Includes
Everything in the Advanced Financial Assessment, plus:
Personalized financial advisory session.
Explanation of key findings.
A closer look at margins, cash, debt and working capital.
Possible causes behind the results.
Discussion of risks and opportunities.
Prioritized recommendations.
The company’s 5 priority financial decisions.
Questions and answers with management.
LEVEL 04
FINDEX Path to Financial Transformation
From assessment to action.
Understanding a problem matters. Addressing it is what transforms a business.
This service turns your financial assessment into a transformation plan supported by FINDEX.
We work with your business to prioritize decisions, set goals, track indicators and assess whether the actions taken are improving financial health.
The question changes
At first, we ask:How are your business finances doing?
Then, we start asking:Are they improving?
Ideal for businesses that…
Are growing.
Face cash pressure.
Need to improve profitability.
Have significant debt.
Want a more professional approach to financial management.
Need support to implement decisions after the assessment.
Includes
Everything above, plus:
FINDEX Advanced Financial Assessment.
FINDEX Financial Health Index – ISF.
Zoom into Your Numbers with management.
Financial Transformation Plan.
Priority setting.
30–60–90-day action plan.
Financial goals.
Cash monitoring.
Margin and profitability monitoring.
Working capital monitoring.
Debt monitoring.
Variance analysis.
Recommendations.
Financial dashboards.
Financial review meeting.
Compare all four levels
Which one do you need?
Prices in Colombian pesos (COP)
Swipe the table to compare all four levels
Comparison of the four FINDEX assessment and advisory levels.
What’s included
Initial
Advanced
Zoom into Your Numbers
Path to Transformation
Automated assessment
Financial ratios
Basic
Advanced
Advanced
Comprehensive analysis
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FINDEX ISF
—
Findings
Basic
Recommendations
Basic
Executive report
—
Personalized advisory
—
—
5 priority decisions
—
—
30–60–90-day plan
—
—
Monthly follow-up
—
—
—
ISF updates
—
—
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Precio
FREE
230,000
535,000
Request a quote Monthly
FROM ANALYSIS TO DECISION
What you can expect from FINDEX
01
Share your information
We review the scope and available financial statements to agree on the analysis.
02
Gain clarity
An executive report with findings, alerts, recommendations and the FINDEX Financial Health Index.
03
Define your next step
Discuss priorities with Zoom; follow through on actions with ongoing monthly support.
Report delivery: Agreed after reviewing the available information.
Zoom into Your Numbers session: Duration and time confirmed when scheduling.
FINDEXUnderstand your finances. Make better decisions.
Tools for better decisions
Understand the numbers before deciding.
Convert rates, estimate loan payments and see the total cost. A space for students, business owners and anyone who wants to manage finances thoughtfully.
Is there enough cash? What is generating a margin?
Enter figures from the same year for an initial reading of liquidity, profitability and financing. Recognize priorities and identify what to review next.
Register first and get a visual result for your business
Resources for your business
Tools you can use today.
Infographics and guides to review cash, understand indicators and explore ways to generate income.
FINDEX · Tools for better decisions
Key financial indicators
FreeInfographic
Key financial indicators
A guide to liquidity, debt, efficiency and profitability indicators. Each includes its formula, the question it answers, how to interpret it and what to review before deciding.
FINDEX supports business owners, entrepreneurs and institutions in organizing finances, analyzing information and making decisions focused on growth and sustainability.
We combine specialist advisory, financial education and outsourced CFO support. Beyond calculations and reports, we help clients understand their financial position, gain control of resources and make decisions with practical tools.
We get involved in your business operations. We work with your team to understand how you collect, pay, budget and decide. We support the implementation of agreed actions and, within the service scope, follow up so financial strategy becomes part of everyday management.
Eliana Morales Zuluaga
Economist, specialist in Finance and master’s graduate in Financial Administration. Doctorate in Innovation and Business (c).
Financial education, planning and management decisions in clear, practical language.
Start with a resource, assess your business or talk to FINDEX.
Is FINDEX only for businesses with financial problems?
No. FINDEX supports businesses that need to organize their finances, as well as profitable businesses seeking to grow, invest, improve cash flow or make better-informed decisions. You do not need to be in a crisis to manage your numbers better.
How do I know which FINDEX service I need?
It depends on your business situation. Start with our tools and resources, complete a financial assessment or request support. We then identify whether you need specific advisory, training or ongoing financial support.
What does financial advisory include?
Advisory is designed around your business needs. Topics may include cash flow, costs, budgets, pricing, profitability, liabilities, indicators, working capital, investment appraisal, financial planning, business valuation and financial risk management.
What does an outsourced CFO do?
Strategic financial support for businesses that need financial leadership without a full-time CFO. FINDEX helps analyze results, project scenarios, monitor indicators and turn financial information into business decisions.
Let’s talk about your business
Your next decision deserves clarity.
Tell us about the financial decision ahead. Together, we identify the next step: learning, an assessment or ongoing support.
Your information is used to respond to your request.
FINDEX Financial Strategy | Understand your finances. Make better decisions.