Finance automation services
Finance automation services built around real CFO pain points
I help finance teams automate the recurring work that slows down reporting, close, reconciliation, and analysis. The focus is not on replacing your ERP or rebuilding your finance function. The focus is on removing manual steps around Excel, exports, reconciliations, reporting packs, and repeated monthly workflows.
Workflow Automation Audit
For teams that want to identify the right first automation project and validate the business case.
- 1–2 workflow review calls
- Review of current files and process
- ROI estimate
- Automation roadmap
- Recommended first project
Single Workflow Automation
For teams that already know which recurring finance process they want to automate.
- Workflow mapping
- Data input review
- Automation build and testing
- Documentation
- Handover session
Finance Automation Partner
For finance teams that want ongoing automation, maintenance, improvements, and roadmap ownership.
- Monthly automation support
- New workflow builds
- Maintenance and reporting improvements
- Team training
- Roadmap management
Why finance teams automate
Improve control, accuracy, and reporting speed without disrupting your current systems or reporting calendar.
Faster reporting cycles
Automate recurring data preparation and report refresh steps so outputs are ready in minutes, not hours.
Fewer errors and less rework
Replace repeated copy-paste, manual formulas, and inconsistent mappings with controlled logic.
Stronger controls
Build validation checks, exception flags, version control, and clear review points into recurring workflows.
Traceable logic
Document transformations, calculations, and data lineage so finance can review and maintain the process.
Repeatable reporting
Use the same controlled workflow each month while updating periods, entities, scenarios, and KPIs.
Finance-led delivery
Design the automation around finance requirements, controls, and outputs rather than technology for its own sake.
A practical finance automation delivery process
Structured implementation that protects reporting continuity and keeps finance teams in control.
1) Diagnose
Review source files, systems, process steps, exceptions, controls, and the required output.
2) Design
Define the automated workflow, transformation rules, validation checks, review points, and exception handling.
3) Build and test
Develop the automation in reviewable stages and test normal cases, exceptions, and reconciliations.
4) Handover
Provide documentation, training, and a controlled first live cycle for the finance team.
Practical automation across core finance functions
Explore recurring workflows in FP&A, accounts receivable, accounts payable, and general ledger that can be standardized and automated.
Representative finance automation case studies
Practical examples of recurring finance workflows redesigned as controlled, repeatable automations.
Multi-Hotel P&L Consolidation
Standardized property files, Power Query imports, account mapping, validation checks, and refreshable consolidated P&L reporting by hotel and department.
Month-End Close Package Automation
Automated trial-balance imports, reconciliation checks, variance analysis, charts, and management-pack preparation.
Finance Automation Health Check
A structured review of finance workflows, automation potential, estimated time savings, dependencies, and a prioritized implementation roadmap.
Case study note: The case studies are representative and anonymized. Results vary by data quality, process design, exception volume, and implementation scope.