Back to Services
Service
Finance Process Automation
Take manual work off your team's plate with automation and AI-assisted execution. Less rework. Faster review cycles.
- Reduce manual effort across recurring finance workflows
- Faster variance triage and cleaner review notes
- More consistent evidence packaging and controls
Delivered as a working system
We implement this inside a shared, cloud-based workspace with dashboards, role-based ownership, and an audit trail. It’s a living system your team uses, not static files.
What you get:
- A workflow backlog ranked by ROI (what to automate first)
- Implemented workflows with clear inputs/outputs, owners, and approval gates
- AI-assisted routines for recurring work (triage, draft notes, evidence packaging)
- Exception handling that routes only what needs human judgment
- Governance: permissions, audit trail, and control-minded design
- Documentation that makes the system maintainable without you
How it works
1
Identify high-leverage workflows
Where time/errors concentrate
2
Design workflow and controls
Define approval gates and outputs
3
Implement and tune
Pilot, measure, scale
Typical Timeline
- Week 1: Workflow discovery and ROI shortlist
- Weeks 2-3: Pilot 1-2 workflows (triage, evidence packaging)
- Week 4: Scale plan and governance and handoff documentation
What we need from you
- Current process steps (even informal)
- Example inputs/outputs (packs, spreadsheets, folder structure)
- Tool stack (ERP/close tools/storage)
- Security requirements
Frequently Asked Questions
If your team is drowning in manual finance work, we can fix it.
Book a working session and we'll identify the first 1-2 workflows to automate.
Book a working sessionRelated Services