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AI for the Office of the CFO

AI for finance teams

AI and automation for finance teams: invoice processing, reconciliations, month-end close and forecasting, built around your ERP and the controls your auditors expect.

Duration
8–12 weeks
Format
Build + rollout
Pricing
Fixed scope
Best for
CFOs and finance operations leads

A fixed-scope package

This solution has a defined scope, delivery format and timeline. Review what is included and what your team needs to provide before booking a scope call. If the work needs a different boundary or deeper customization, use the related service to plan a custom engagement.

Duration: 8–12 weeks. Format: Build + rollout. Pricing: Fixed scope.

01Fit

Is it right for you?

Finance automation for close, payables, forecasting and reporting.

  • Month-end close takes more than a week
  • Accounts payable staff key invoices by hand
  • Forecasts live in spreadsheets emailed around
  • Auditors ask for evidence that takes days to gather

02Deliverables

What's included

  • 01

    Finance process review

    Close calendar, payables flow and reporting cycle mapped with your team.

  • 02

    Invoice automation

    Extraction, matching and coding, with exceptions routed for approval.

  • 03

    Reconciliation assistants

    Automated matching across bank, ledger and sub-ledgers.

  • 04

    Forecasting models

    Cash and revenue forecasts updated from live data.

  • 05

    Management reporting

    Commentary drafts and variance explanations generated from the numbers.

  • 06

    Controls and audit trail

    Every automated step logged, with approvals your auditors can test.

03Timeline

How the weeks break down

  1. 01Weeks 1–2

    Review

    Map processes, controls and systems, and agree targets for close time and accuracy.

  2. 02Weeks 3–8

    Automate

    Build payables, reconciliation and reporting automations against your ERP.

  3. 03Weeks 9–12

    Embed

    Run through two close cycles, refine, and hand over with documentation.

04Outcomes

What you walk away with

  • Days taken out of the month-end close
  • Less manual keying in accounts payable
  • Forecasts that update as the data changes
  • Cleaner audit evidence with less effort

06FAQ

Frequently asked questions

View pricing guide
Which ERPs do you work with?

NetSuite, Dynamics 365, SAP Business One, Xero, QuickBooks and others with an API or export.

Will the automation pass an audit?

We design the controls with your finance lead and document every automated step so auditors can test it.

Is our financial data sent to public models?

No. Data stays in your environment or goes to private model endpoints under your own agreements.

How is the engagement priced?

We agree a fixed scope and price after reviewing the work, system dependencies and acceptance criteria. The pricing guide explains approved ranges for the engagement types it covers. A written proposal confirms what is included before a build starts.

AI for the Office of the CFO

AI for the Office of the CFO

One scope call, then a written proposal with deliverables, timeline, price and the team who'll deliver it.