After we delete the waste, we identify every repeatable process your team still does by hand. Journal entries. Variance narratives. Data consolidation. Reconciliation matching. We move them to systems so your people can focus on the work that requires a brain.
Standard and recurring journal entries follow patterns. Map them, template them, auto-generate them. Your team reviews instead of creates.
Period-over-period narratives that take analysts hours to write. Pull the data, generate the draft, let humans refine. Not the other way around.
Multi-entity roll-ups done in spreadsheets. FX translation done manually. Intercompany elimination done by memory. All of it can run on rails.
Bank recs, intercompany matching, sub-ledger to GL. Rules-based matching clears 80%+ of items automatically. Your team handles the exceptions.
Document exactly how the work flows today. Every input, every handoff, every decision point. Most teams have never seen their own process written down.
Separate the judgment calls from the mechanical steps. If step 4 is always "copy this number from here to there" — that's a machine's job.
We work with your ERP, your GL, your tools. No new platforms unless they're clearly the right call. Automation that lives inside your existing environment.
Run the automated process in parallel for one cycle. Compare outputs. Fix edge cases. Then hand your team the keys and the playbook.
We'll identify the highest-value automation targets in your finance function and show you the path.
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