A 30-day assessment that shows you exactly where AI and automation will cut time and cost in your finance function — and hands you a prioritised roadmap to get there.
It is a structured, 30-day review of how your finance function actually runs today — the close, reporting, reconciliations, forecasting and the systems behind them. We benchmark where time and money are being lost to manual work, then show you precisely where AI and automation pay off and in what order. You finish with a clear plan, whether or not you continue with us.
A clear picture of how your finance function performs today, with the manual work and time costs quantified.
Quick wins separated from bigger projects, sequenced by value and effort — so you know what to do first.
The time and cost each automation is expected to free up, so the business case is explicit.
Exactly what a full engagement would implement — or a plan you can take and run yourself.
The diagnostic runs over 30 days and begins with a two-week, zero-risk trial — if you are not satisfied, you walk away and owe nothing. Pricing is scoped to the size and complexity of your finance function and discussed on the call, so you only pay for what your situation actually requires. There are no setup or onboarding fees.
Yes. The roadmap is yours to keep and act on however you like. Most clients choose to continue because we are the fastest path to implementing it, but there is no obligation to.
A short kickoff call, a key finance contact, and read access to your accounting system and recent reports. We handle the analysis from there with minimal demand on your team's time.
Yes. The engagement starts with a two-week trial. If you are not satisfied with the coll
