Finance Teams · Controllers · CFO Office
Close the books in days, not weeks.
Month-end close in days, not weeks. Reconciliation that surfaces exceptions instead of grinding through matches. Document intake that tracks itself — on your own books.
We do not have a roster of CFO logos to show you. What we have is a model: start with one workflow, project the time savings before we build anything, deliver in a fixed sprint, and stay accountable after launch.
This page is for internal finance teams. Run a client-serving CPA or accounting firm? See AI for Accounting Firms & CPA Practices →
Based in Canada? Government programs may be able to offset the cost — see Grant-Backed AI →
Where we focus
The workflows costing finance teams the most time
Each of these is a documented, solvable problem. The question is which one to address first.
Month-end close drags into week two
We map every manual step in your close checklist, identify which tasks can be automated or pre-run, and build workflows that compress the cycle — so your team is reviewing results, not assembling them.
Reconciliation is a spreadsheet grind
We automate the matching logic — GL entries, bank feeds, sub-ledger tie-outs — and flag only the exceptions that require human judgment. Your staff stops staring at two columns and starts resolving variances.
Document collection stalls everything
Client onboarding, year-end packages, and audit prep all run on email follow-up. We build intake workflows that track what's outstanding, send reminders automatically, and push received documents into your review queue.
Reporting takes longer than the numbers are useful
We automate the assembly of management reports, board packages, and variance analyses — pulling from your existing systems so the final product is ready when the period closes, not a week after.
Illustrative scenario
What this looks like for a mid-size accounting firm
A representative scenario, not a specific client. It shows how the engagement model applies to a common pain point.
Illustrative · Representative, not a specific client
A regional CPA firm with 12 staff runs month-end for 40+ clients. The close checklist lives in a spreadsheet. Two senior staff spend roughly 60 hours per month assembling management reports from QuickBooks exports and client-supplied documents. Not reviewing them — assembling them.
We start with the report assembly workflow. Map it. Identify the data sources. Estimate how many of those 60 hours can be cut. If the math holds, we build: automated pulls from client accounting systems, document parsing for the pieces that cannot be pulled, and a draft report in the reviewer's inbox on close date.
The engagement runs 6 weeks at a fixed price. After launch, senior staff review reports instead of building them.
How we work
The ReadyIQ model for finance teams
Four commitments that apply to every engagement. Operational, not aspirational.
One workflow first
We start with the process costing your team the most time. Map it, estimate the savings, get your sign-off before we build anything.
ROI before you pay
Before the sprint begins, you see a documented estimate: hours per period, at your blended staff rate. If the numbers do not add up, we say so.
Fixed sprint, known cost
The engagement runs 4–8 weeks at a fixed price. No open-ended retainers. You know the cost before we start.
Post-build monitoring
After launch, we monitor for drift and exceptions. Automations break when source systems change. We stay on it so your team does not have to.
Deliverables
What every engagement includes
Fixed scope means a defined list. Here is what you receive.
- Process map with time-per-step and automation opportunity scoring
- Built and tested automations deployed to your environment
- Exception-handling logic and alerting for edge cases
- Runbook: what each automation does, how to monitor it, what to do when it flags
- Training session for your finance and operations team
- 30-day post-launch monitoring window
Canadian grant angle
Federal, provincial, and regional programs may offset part of the cost of an engagement like this for a Canadian business. Eligibility, amounts, and timing are determined by the program administrator — not by us, and we will never promise an approval. What we do: scope the work first, and if a program plausibly fits, structure the deliverables so the paperwork is clean.
See how Grant-Backed AI worksStart here
See what AI is worth to your finance team
The free scorecard takes 5 minutes. It identifies which workflows in your operation have the highest automation potential — and gives you a concrete starting point.
No commitment. The discovery call is 30 minutes. If the ROI math does not work, we will say so.