A short, fixed-price review of your AP, AR, and control-heavy processes. You get a ranked list of automation opportunities, the processes to fix before you automate them, and an audit-ready view of the controls. About one week, fully remote.
Teams under pressure to automate reach for whatever tool is handy and point it at the loudest process, not the one with the best payback. Automating a broken process just makes the mess run faster and locks the cost in. This assessment finds where automation actually pays, where a process has to be fixed first, and where to leave it alone.
I identify and prioritize. I do not sell you a platform or lock you into a stack. You implement with your own team or a partner, or I fix the highest-value process first and turn it into a playbook your team follows. Either way, you leave with a plan you own.
It is the front door to the rest of the work: the Fix Sprint and the Process Animation Build pick up wherever the assessment points, and the assessment fee is credited in full toward whichever you choose.
Credited in full toward a Fix Sprint or Build if you go ahead.
Who it is for: finance and operations leaders who need to automate AP or AR, tighten controls, or get audit-ready for SOC 2, or SOX where it applies, and want to spend on the right processes in the right order.
Book a free 20-min callBook a free 20-minute call. We will look at your AP and AR, and I will tell you honestly where automation pays and where a fix comes first.
Fixed-price. No surprises. Fully remote.