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.
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 closeShorten close from 15 to 5 days without adding headcount.
- Order-to-cashContract → billing → collections wired end-to-end, with DSO owned by name.
- Procure-to-payApproval routing, three-way match, and payment runs on rails.
- ReportingOne pipeline from source system to board pack — no analyst copy-paste.
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.
A system your team owns.
- Documented workflowEvery step, every owner, every exception path — one map.
- Working automationDeployed, monitored, and handed over — with runbooks.
- Measured impactCycle time, cost per transaction, error rate — before and after.
