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Finance & Operations

Finance & Operations Automation

Complete operational backbone automation covering finance, HR, IT, and customer operations. Built for enterprise compliance and security, delivering 23% operational cost reduction while maintaining audit trails and regulatory requirements.

120-day implementation
Guaranteed cost reduction
SOC 2 compliant

Operational Impact We Deliver

23%
Operational cost reduction
Average across all departments
75%
Faster processing times
Across all automated workflows
99.5%
Accuracy improvement
Eliminating human error

Scope & Deliverables

Financial Close Automation

  • Monthly close cycle acceleration
  • Account reconciliation automation
  • Journal entry automation
  • Financial reporting workflows

Accounts Payable & Receivable

  • Invoice processing automation
  • Payment approval workflows
  • Collections process optimization
  • Cash flow forecasting

Employee Lifecycle Management

  • Onboarding/offboarding automation
  • IT provisioning workflows
  • Benefits enrollment automation
  • Performance review processes

Customer Operations

  • Support ticket routing and escalation
  • SLA monitoring and alerts
  • Customer communication automation
  • Knowledge base management

Enterprise Integration Stack

Seamless integration with enterprise systems ensuring data consistency, security, and compliance across all business functions.

NetSuite
ERP
Native
QuickBooks
Accounting
API
Workday
HRIS
API
BambooHR
HR Management
API
ServiceNow
IT Service Management
Native
Zendesk
Customer Support
API
Slack
Communication
Native
Microsoft 365
Productivity Suite
Native

120-Day Implementation Timeline

Days 1-30

Discovery & Architecture

Complete operational audit, system mapping, and automation architecture design across all departments.

Days 31-75

Build & Integration

Automation development, system integration, security configuration, and comprehensive testing.

Days 76-120

Deploy & Optimize

Phased rollout, team training, change management, and success metric validation.

Quick Stats

Implementation120 days
ROI Payback8-14 months
ComplianceSOC 2 Type II
Support24/7 monitoring

Ready to Transform Operations?

Schedule a comprehensive assessment to identify your highest-impact automation opportunities.

Engagement Models

Process Assessment

$7,500
3 weeks

Comprehensive operational audit with automation opportunity mapping across finance, HR, and customer ops

  • End-to-end process mapping and inefficiency analysis
  • Cost-benefit analysis with ROI projections
  • Technology integration assessment
  • 120-day automation roadmap
Best for: Organizations seeking to understand operational automation potential across multiple departments

Department Implementation

$35,000
120 days

Complete automation implementation for one department (Finance, HR, or Customer Ops) with full integration

  • Production-ready automation across all department workflows
  • Cross-system integration and data synchronization
  • Team training and change management support
  • Success metrics tracking and optimization
Best for: Companies ready to fully automate a complete department with measurable efficiency gains

Enterprise Transformation

$25,000/month
12+ months

Organization-wide automation program covering finance, operations, HR, and customer experience

  • Monthly automation sprints across all business units
  • Executive dashboards and success metrics tracking
  • Change management and adoption support
  • Continuous optimization and expansion
Best for: Large enterprises requiring comprehensive operational transformation across all business functions

Success Story