Wolfsted AdvisoryServices · Process Automation
03 / Service

Automate the workflow after we’ve fixed it.

Process automation consulting for finance and operations — close, billing, reporting, approvals. We redesign the workflow first, then automate the parts that deserve it.

A · Where we start

The workflow before the tool.

Most automation projects fail because they automate a broken process faster. We start with the workflow — inputs, decisions, owners, exceptions — and only then pick the tools. The result is fewer tools, cleaner handoffs, and audit-ready outputs.

  • Month-end close
    Shorten close from 15 to 5 days without adding headcount.
  • Order-to-cash
    Contract → billing → collections wired end-to-end, with DSO owned by name.
  • Procure-to-pay
    Approval routing, three-way match, and payment runs on rails.
  • Reporting
    One pipeline from source system to board pack — no analyst copy-paste.
B · The toolkit

Boring tools, well-composed.

We are tool-agnostic and biased toward what your team can operate after we leave. Typical stack: your existing ERP, a workflow layer (n8n, Zapier, Power Automate), a warehouse (BigQuery, Snowflake), and a thin dashboard layer. When AI genuinely earns its place — classification, extraction, drafting — we add it. When it doesn’t, we don’t.

C · What you get

A system your team owns.

  • Documented workflow
    Every step, every owner, every exception path — one map.
  • Working automation
    Deployed, monitored, and handed over — with runbooks.
  • Measured impact
    Cycle time, cost per transaction, error rate — before and after.
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