Package 1
Workflow Automation Audit
Find the finance workflow worth automating first before committing budget or choosing tools.
Start with an Automation AuditWho it is for
A clear engagement, not an open-ended IT project
For CFOs, Controllers, and Finance Managers who see too much manual work but need a structured starting point.
What is included
- 1–2 focused workflow review calls
- Review of current files, exports, templates, and process steps
- Indicative ROI and time-saving estimate
- Prioritized automation roadmap
- Recommended first project with scope and dependencies
How the engagement works
1
Select one or two recurring finance workflows
2
Walk through current inputs, steps, exceptions, and outputs
3
Assess repetition, rule stability, data readiness, and control requirements
4
Estimate value, complexity, and implementation sequence
5
Review the roadmap and recommended first project
Expected outcome
Practical value for the finance team
You leave with a practical decision document: what to automate first, why it matters, what inputs are required, and what should wait.
Ready for the next practical step?
Discuss the workflow, current files, constraints, and expected result.
Start with an Automation Audit