Give your finance team back 200+ hours a year.
We automate the reconciliations, invoice processing, and recurring reports that eat your month, using practical AI and proven workflow tools, with controls built in from day one.
The problems this solves
Hours of copy-paste
Your team re-keys data between the bank, the ERP, and Excel every single month.
Invoices stuck in inboxes
AP approvals live in email threads, so payments are late and accruals are guesses.
Reports built by hand
The same management pack is rebuilt from scratch every month, and errors creep in.
"We should use AI" with no plan
Leadership wants AI, but nobody knows which use cases are safe, valuable, and auditable.
What's included
- Automation opportunity assessment, ranked by hours saved and risk
- Bank, credit card, and intercompany reconciliation automation
- AP automation: invoice capture, coding suggestions, approval routing
- AR automation: invoicing, reminders, and cash application
- Recurring report and management-pack automation
- AI-assisted workflows (variance commentary, document extraction) with human review steps
- Control points, audit trails, and exception handling designed into every workflow
Our process
- Map the workShadow your close and AP/AR cycles to measure where time really goes.
- PrioritizeScore every candidate by hours saved, error reduction, risk, and effort.
- Build and testConfigure automations in a sandbox and run them in parallel with your manual process.
- Go live with guardrailsLaunch with exception reports, approvals, and a rollback plan.
- Hand offTrain your team and deliver documentation so you own every automation.
Deliverables
- Automation roadmap with ROI estimates
- Working, tested automations in your environment
- Process maps (before and after) and runbooks
- Control matrix updates for each automated process
- Team training session and 30 days of hypercare
Tools we use
Frequently asked questions
Is AI safe to use on our financial data?
Yes, when it's designed properly. We use enterprise-grade tools with data-retention controls, keep sensitive data out of public models, and always keep a human review step on anything that touches the ledger.
Will automation replace my team?
No. It removes the repetitive work so your people can spend time on analysis, business partnering, and catching issues early. Most clients redeploy hours rather than reduce headcount.
How quickly will we see results?
Quick wins like bank reconciliation matching or report automation typically go live within 3 to 6 weeks. Broader AP/AR automation usually takes 6 to 12 weeks.
What happens if an automation breaks?
Every workflow has exception alerts and a documented manual fallback. During hypercare we fix issues directly; afterward, your runbook explains how to troubleshoot.
Ready to see your numbers clearly?
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.