Package 2

Single Workflow Automation

Turn one recurring manual finance process into a controlled, repeatable workflow without replacing your ERP.

Who it is for

A clear engagement, not an open-ended IT project

For teams that already know which workflow causes delays, copy-paste, repeated checks, or reporting rework.

Confirm scope, success criteria, controls, and owners

Review representative files and system exports

Build the automation in short reviewable stages

Test normal cases, exceptions, and output reconciliation

Document, hand over, and support the first live cycle

Expected outcome

A working automation owned by the finance team, with clear inputs, validation checks, exception handling, outputs, and operating instructions.

AP report or invoice-processing automation

P&L and multi-entity consolidation

Month-end reconciliation

Management pack automation

Budget versus actual reporting

Discuss the workflow, current files, constraints, and expected result.