Finance process automation
We build the finance machine, then run it.
Process mapping, ERP data pipelines, close automation, GL anomaly detection and bots in Python or Power Automate. Starts with a free discovery audit.
- Price
- Free audit, then fixed price
- Built for
- CFOs and controllers whose teams spend more time moving data than understanding it.
The problem
Sound familiar?
- Your team rekeys data between systems every week, and errors creep in.
- The close depends on a handful of fragile spreadsheets and the people who built them.
- Nobody spots an odd journal entry until the auditor asks about it.
The outcome
Documented, automated finance processes that run on schedule, with exceptions surfaced for a human to review.
- Fewer manual steps in the close
- Data pipelines from your ERP to reporting
- Unusual GL entries flagged for review
- Processes documented and owned
What's included
Everything in the scope, written down.
- Free discovery audit – current process map and automation shortlist
- Process mapping and control design
- ERP data pipelines – SAP Business ByDesign, QuickBooks, Xero, NetSuite
- Close automation – recurring journals, accruals, reconciliations
- GL anomaly detection – unusual amounts, accounts, users and timing
- Bots in Python or Power Automate for repeatable tasks
- Monitoring, run logs and error alerts
- Documentation and hand-over, or ongoing operation by our team
What you receive
Tools we work in
Your systems, your data.
We work inside your subscriptions, so you keep ownership of every file.
- SAP Business ByDesign
- NetSuite
- QuickBooks Online
- Xero
- Python
- Power Automate
- Power BI
- SQL
How pricing works
Free audit, then fixed price
The discovery audit is free. Each automation is then a fixed-price project, with an optional monthly fee to run and monitor it.
What drives the price
- Number of processes and systems involved
- API access and data quality
- Control and audit-trail requirements
- Whether we hand over or run the automation
What does the free discovery audit include?
A 60–90 minute walkthrough of your close and reporting, followed by a short written shortlist of automations with estimated effort and payback.
Will automation replace our finance team?
No. It removes rekeying and routine matching so your team can review, analyze and advise. Every automation has a human owner.
How do you handle access and security?
We use named accounts with least-privilege access, MFA, and service accounts you control. Credentials are never shared by email.
What happens if a bot breaks?
Every automation logs its runs and alerts on failure. Under a run plan, we fix it. Otherwise, the documentation lets your team fix it.
Often paired with
Industries we do this for: E-commerce & D2C · Multi-entity groups
Free finance health check
See where your finance function can go next.
Book a free 30-minute finance health check. You leave with three practical fixes, whether or not you hire us.