Every finance process, agent, and handoff in one governed view.
It started with month-end close. It became the department's operating model.
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Automation opportunities mapped
Hours saved per year, realised and projected
Saved per year, risk-adjusted
The challenge
Finance didn't have one automation problem, it had a dozen: reconciliations, AP intake, invoicing, report consolidation, forecasting, close, exception review. Each carried its own knowledge and, increasingly, its own bot. Nobody could see what was governed, what was still manual, or what would break if one person left.
What we did
We mapped the department process by process and agent by agent, scored against the platforms already in the stack. Reconciliations, month-end, and the monthly budget forecast now each live as a documented, governed flow with a named owner.
The value
Leadership sees every automation opportunity in one ranked view, hundreds of sessions scored by fit and value. When a process changes owners, the workflow is what gets handed off, not someone's memory of it.
Every finance process. An owner, an engine, a status.
The department rolled up into one governance view, with automation coverage tracked per process.
Built process by process, not all at once.
Month-end close came first. The budget forecast and supplier payments followed the same path, and the rest of the department is next.
First
Month-end close
3 phases · 10 steps
Next
Monthly budget forecast
3 phases · 10 steps
Then
Supplier payments
3 phases · 20 steps
Following
The rest of the department
Same path, one process at a time
Once we saw it running, it was honestly a bit of a shock. I didn't expect it to pick up on that many edge cases on the first pass.
CFO, publicly traded holding company
What started as one team's scepticism about automating month-end close became the department's operating model. Handoffs that used to depend on tribal knowledge now start with a documented workflow.
Automating the financial month-end close
Publicly traded holding company · $1.5B market cap
month-end close, down from the first days of the month
Turning support knowledge into a governed workflow
Private global enterprise software company · $1B+ valuation
one support workflow, mapped end to end