Finance automation diagnostic
Finance Automation Health Check for CFOs
Identify the finance workflows worth automating first, estimate time savings, and build a practical roadmap.
Former CFO perspective. Practical automation. No ERP rebuild required.
What the engagement is built to improve
- Finance workflow inventory
- Automation opportunity matrix
- Estimated savings and complexity view
- Implementation roadmap with next steps
Designed for conversion from problem to working automation
A focused landing page for finance leaders who need measurable workflow improvement, not a generic AI demo.
Workflow review
Map recurring finance processes across close, reporting, AP, AR, GL, and FP&A.
Opportunity scoring
Prioritize work by time saved, complexity, risk, and control value.
Roadmap
Define a realistic sequence from quick wins to larger automation builds.
Proof of concept
Optionally validate one workflow before a wider rollout.
How the work usually runs
We start with the recurring finance workflow, map the inputs and controls, then automate the repeatable steps using Excel, Power Query, structured templates, and AI-assisted review where it is useful.
Start with workflows that repeat and consume finance time.
Use the tools finance teams already understand.
Leave with a roadmap, not just recommendations.
Ready to reduce recurring manual finance work?
Send a short note about the workflow. I will help you decide whether it is worth automating first.
Contact Andriy about this workflow