What We Do
We specialize in finance and accounting processes—and the operational handoffs that feed them. Whether it's month-end close, accounts payable, reconciliations, financial reporting, or governed operational workflows, we transform complex manual procedures into reliable automated solutions using advanced Excel, VBA, Power Query, and targeted RPA tools when appropriate.
Our approach typically delivers working automation in 3-7 weeks — significantly faster than traditional consulting engagements while maintaining high standards for testing, error handling, and documentation.
What You Receive
Process Analysis Report
Every step classified by automation potential, technology fit, and complexity.
Technology Recommendation
The right tool for each step — matched to your systems, budget, and maintainability requirements.
Working Automation Code
Production-ready code with error handling, logging, and monitoring.
Test Suite
Automated tests validating every process path and exception scenario.
Operations Runbook
Complete documentation for your team to maintain and extend the automation.
How It Works
Parse
AI ingests your SOP and extracts every step, decision point, system interaction, and exception path.
Classify
Each step is scored for automation potential using our six-criterion framework.
Recommend
Technology matching ensures the right tool for each step — no over-engineering, no under-engineering.
Generate
AI produces a code scaffold with page objects, data models, and orchestration logic.
Review
Engineers refine the scaffold, add error handling, and build comprehensive test suites.
Deploy
Production deployment with monitoring, alerting, and hypercare support.
Which Processes Should You Automate First?
Book a 30-minute call to walk through your top one to three SOPs or process outlines. We will outline how we score automation potential, what a build typically looks like, and what good documentation includes before development.