A faster close without a rip-and-replace project.
We don't build new systems. We automate the workbooks you already use.
We sit down with your Controller or Accounting Manager to review your close checklist.
- Inputs: Your close checklist, top 3 pain points.
- Output: Candidate list, estimated hours saved, risk reduction analysis.
We deliver a PDF you can take to your CFO.
- Process summary & current state effort.
- High-level automation approach.
- ROI estimate + payback narrative.
We build a working automation for one task using your data (or dummy data).
- Working automation for one task.
- Output format aligned to your close (JE/Recon/Support).
- Walkthrough and feedback loop.
If the prototype works, you subscribe. If not, you walk away.
- Month-to-month commitment.
- Ongoing support + updates if process changes.
- Cancel anytime.
Controls & Auditability
Repeatable Logic
No "mystery math" or hardcoded plugs. Every calculation is traced and documented.
Clear Inputs/Outputs
Defined source files and strict output formats that match your ERP requirements.
Change Logging
We track version history of the automation logic so you always know what changed and when.
Approval Checkpoints
Controller-friendly outputs designed to be reviewed and signed off quickly.
Common Questions
No. We work with the inputs (Excel, CSV, PDF reports) you already export and generate the outputs (upload files) you need. We verify the logic, not the system connection.
No. This is task-level automation. We fix the specific gap between your ERP and your financial statements—usually bridging the gap with Python or advanced data processing, replacing manual Excel work.
Since we are former auditors, we build for auditors. Every automation produces a support log showing exactly how inputs were transformed into outputs.
That's why it's a subscription. If your ERP report format changes or business logic updates, we update the automation.
You cancel. It is month-to-month. You are not locked into a multi-year software contract.
Pick one painful close task. We’ll automate it.
Assessment + prototype cost $0. If you don’t like it, walk away.