Finance & Accounting
AI that shows up on the income statement — for finance teams.
Month-end close that runs in days, not weeks. Reconciliation that flags exceptions instead of grinding through matches. Document intake that tracks itself.
We are new. 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 honestly, deliver in a fixed sprint, and stay accountable after launch.
Where we focus
The workflows costing finance teams the most
Each of these is a documented, solvable problem — not a hypothesis. The question is which one to start with.
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 could look like for a mid-size accounting firm
This is a representative scenario — not a specific client. It illustrates how the engagement model applies to a common pain in the sector.
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 would start with the report assembly workflow. Map it. Identify the data sources. Estimate how many of those 60 hours could be eliminated. If the estimate is credible, we build it: automated pulls from client accounting systems, document parsing for the pieces that can not be pulled, and a draft report delivered to the reviewer's inbox on close date.
The engagement runs 6 weeks. The cost is fixed. After launch, the senior staff review reports instead of assembling them.
How we work
The ReadyIQ model for finance teams
Four commitments that apply to every engagement — not aspirational, operational.
One workflow first
We start with the process costing your team the most time. We map it, estimate the savings, and 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 math does not pencil, we say so.
Fixed sprint, known cost
The engagement runs 4–8 weeks with a fixed price. No open-ended retainers. You know what it costs 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 you get from a finance engagement
- 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
Start here
Find out what AI is actually worth to your finance team
The free AI scorecard takes 5 minutes. It surfaces which workflows in your operation have the highest automation potential and gives you a starting point for the conversation.
No commitment. The discovery call is 30 minutes. If the ROI math does not work, we say so.