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Executive Strategy Guide (7 Pages)

10 Financial Workflows You Can Automate This Month

A Practical Guide to CFOs, CFOs, Controllers, and FP&A leaders Prioritizing Automation That Reduces Manual Work and Improves Reporting Reliability—Without the Loud Words.

  • ●Readiness assessment to assess data, processes and controls in minutes
  • ●10 High Impact Workflows with clear inputs, outputs and responsibilities
  • ●Impact and Effort Matrix for choosing the next best initiative
  • ●Multi-Entity P&L Consolidation Example (structure + reconciliation control points)
  • ●90 Day Plan for Quick Wins and Basics

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What's in the 7-page guide

Designed for busy finance leaders: Concise, structured, and designed to guide you on what to automate next—based on effort, impact, and control requirements.

Automation Readiness Assessment

Quickly assess data availability, process clarity, validation, and audit capabilities—so you don't automate instability.

Ten High-Performance Workflows

Ten actionable candidates for automation (closing, reporting, control) with clear input/output data and ownership patterns.

Impact and Effort Matrix

A simple prioritization framework for financial, operations and IT recovery — so you can really drive the initiative forward.

Multi-Entity P&L Consolidation Example

Illustrative consolidation flow with reconciliation checkpoints and repeating structure for monthly batches.

90 Day Plan

A step-by-step plan covering quick wins, data foundations, control and reporting improvements - so progress is visible during the quarter.

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Use these tools in conjunction with the guide

If you want to go one level deeper, these pages will give you the most value and choose the right sequence.

Opportunity Matrix

Map initiatives by impact and effort to quickly align your parties.

Open Matrix

Value Assessment

Estimate economic time, reduce risk and improve reporting reliability.

View Evaluation

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