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Master your SME's treasury.

Free calculators, guides and benchmarks to diagnose and improve your company's working capital. No sign-up, instant results.

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12free tools
67 daysaverage DSO in Portugal
€14.2Bin commercial arrears PT
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Not sure where to start?

Answer 13 questions and get a financial-health score of 0–100, a diagnostic across 3 dimensions and the most urgent action priorities for your company.

1
Enter your company's financial data, in under 2 minutes.
2
Get an overall score and a diagnostic by dimension: Profitability, Structure, Cycle.
3
Follow the recommendations with the specific tools for each weak spot.
Run the diagnostic now

Tools individual

To dig deeper into a specific metric.

Already know what you want to analyse? Pick the tool directly.

LiquidityDSO

DSO Calculator

How long does your company take to get paid after invoicing? Compare with the national and European average.

PT average: 67 days · EU average: 45 days Calculate DSO →
LiquidityDPO

DPO Calculator

Are you making good use of your suppliers' credit? Calculate your average payment term.

Ideal: 30–45 days · Risk: +60 days Calculate DPO →
LiquidityFM

Working Capital

Do you have enough capital for day-to-day operations? Calculate your company's current liquidity.

Healthy ratio: ≥ 1.5× Calculate →
ProfitabilityBE

Break-Even Point

At how many units and what revenue do you start turning a profit? Calculate your operating break-even.

Break-even in units and in euros Calculate →
FinancingF/O

Factoring vs Overdraft

Which financing is cheapest for your company? Compare the real cost of each option.

Factoring: 3–5% · Overdraft: 8–15% Compare →
RightsJM

Late-Payment Interest

Calculate the interest you are entitled to charge on late B2B payments, under Portuguese law.

Rate: ECB + 8 p.p. · DL 62/2013 Calculate →
Financial structureAF

Financial Autonomy

Assess the soundness of your financial structure: autonomy, charge coverage and undercapitalisation risk.

Healthy benchmark: ≥ 30% equity Calculate →
Operational efficiencyPMI

Average Inventory Period

How long is your money tied up in stock? Spot excess inventory and its opportunity cost.

Benchmark: 30–45 days · Risk: +90 days Calculate →
Commercial riskCC

Customer Concentration

Assess how dependent your portfolio is. A customer accounting for over 30% of revenue is a strategic risk.

High risk: 1 customer > 30% of revenue Analyse →
SustainabilityESG

ESG Calculator

Assess your SME's Environmental, Social and Governance performance. Score 0–100 with tier and improvement plan.

Based on the VSME standard (EFRAG) · Free Calculate ESG →
Guide · 8 min read

The 8 financial mistakes that destroy Portuguese SMEs

From undercapitalisation to dependence on a single customer: the most common risk patterns and how to avoid them.

Read →

Why financial literacy

The financial literacy Portuguese SMEs deserve.

Portugal has 400,000 SMEs generating €160 billion in annual revenue. Most have no access to the financial-diagnostic tools that large companies use every day.

It is Advanta's ESG commitment: to democratise financial knowledge, so every manager makes better decisions, with or without our service.

Diagnose

See where the company stands today with objective, comparable metrics.

Learn

Understand what each metric means and how the best managers use them.

Act

Practical recommendations and financing to carry out the improvements.

Measure

Track progress and prove the impact of your decisions over time.

Cases illustrative

The impact in practice.

Examples based on typical profiles of Portuguese SMEs using factoring and confirming.

Construction · Lisbon
DSO 112 daysDSO 14 days

Public works with invoices to municipal councils. With factoring, they now get paid within 24h regardless of public-sector terms. Capital freed up: €180k.

Non-recourse factoring
Food distribution · Porto
DPO 22 daysDPO 82 days

A distributor with 30 suppliers paid ahead of term. Confirming extended terms to 82 days with no impact on the commercial relationships. Extra cash: €95k.

Confirming
IT consulting · Braga
Negative WCWC +€45k

Customers paying at 90 days while salaries and rents fell due at 30. Factoring reversed the negative working capital in 6 weeks, with no recourse to bank credit.

Factoring

Illustrative cases based on typical profiles. Real results vary with the company's risk profile.

Self-diagnostic warning signs

Does your company show any of these signs?

Positive results do not guarantee financial health. These are the most common risk patterns in Portuguese SMEs.

Do customers pay in more than 60 days?

Locked-up capital finances your customers, not the business.

See the calculator →

Do you pay suppliers before collecting from customers?

A treasury gap that worsens as you grow.

See the calculator →

Is working capital negative or close to zero?

An inability to absorb operational shocks.

See the calculator →

Do you depend on one customer for over 40% of revenue?

A drop in orders could be fatal for liquidity.

See the calculator →

Do you use an overdraft to pay salaries or suppliers?

A clear sign of a structural treasury mismatch.

See the calculator →

Are sales growing but cash not keeping up?

Growth without liquidity accelerates the risk of insolvency.

See the calculator →

Do you have invoices overdue by more than 90 days uncollected?

Every extra day costs legal late-payment interest and credibility.

See the calculator →

Is your financial autonomy below 30%?

A company overly dependent on outside financing.

See the calculator →

Guides practical

Articles on financing and treasury.

Detailed explanations, jargon-free, with steps you can apply this week.

Complete guideWhat is factoring?

How it works, costs, types and how to start.

Complete guideWhat is confirming?

Pay suppliers with extra term.

Practical guide7 ways to improve your treasury

Strategies you can put in place this week.

Practical guideCustomers not paying invoices?

5 solutions to protect your treasury.

ComparisonEvery financing option

Factoring, confirming, loans, leasing and more.

Newsletter The SME Pulse

Treasury benchmarks, every month.

DSO by sector, commercial-credit data in Portugal and practical management tips. No spam.

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reply within <1 business day · diogo@advanta.pt