AI operations
for finance teams.
Your next finance hire doesn’t have to be a person. Month-end shouldn’t mean midnight. Close in half the time, with the team you have. AI-assisted workflows your auditors will sign off on.
Results
- 10→5
- days to close
- 60%
- fewer close hours
- 3h→10m
- weekly AP, automated with AI
Results from real projects.
Finance automation shouldn’t be a black box.
- Open
- Key
- Match to PO
- Code to GL
- File
- Review
- Ready to post
- Staff submit via Slack or email
- Extract date, amount, GST
- Check against policy
- Approve or reject clear cases
- Handle exceptions
- Build monthly payroll file
- Review
- Reimbursed via payroll
- Pull the numbers
- Analyse by GL account and category
- Build the tables
- Create the charts
- Review
- Pack ready
- Pull support for each request
- Index it
- Cross-reference to the GL
- Mark ready
- Review
- Send to auditors
- Read-only access until you sign off.
- Nothing gets paid or posted without your review.
- Your data is not used to train AI.
What clients say
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“We just forward receipts to an inbox now and they land in our books. Can’t believe it’s so easy, and it costs (almost) nothing to run.”
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“Thanks to Michelle’s advice and review, our audit went very smoothly.”
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“Learned a lot from Michelle’s demo of the tools we can use in finance. Excited to explore more.”
AI your finance team will want at month-end.
Set up
AI tools your team actually uses.
Automate
Close, AP, payroll and reporting.
Run
Fractional AI CFO-ops.
Built and tested with Xero, NetSuite, Campfire, Excel and Google Sheets. Using something else? We can build any workflow.
Contact
What does your finance team spend the most hours on?
Free 30-minute review of any finance process →
[email protected]