AI & Automation
AI for the back office. The repetitive work runs itself. The judgment stays with you.
We find the back-office work that follows rules and gets done by hand forty times a month, then automate it inside the tools you already use. You get the hours back. The decisions stay with people.
Back-office AI, in plain terms
Back-office AI is software that handles the routine finance work a person used to do by hand: reading invoices and receipts, matching payments to invoices, sending collection reminders on schedule, and refreshing reports. It works well on a process that is already sound. It does not fix a broken one, which is why we look at the process first.
Software doing the repetitive part of finance work, so the people doing it can spend their time on the part that needs judgment.
- Good candidates are repetitive, follow rules, and are already written down: coding transactions, matching payments, chasing routine collections.
- Poor candidates need context that is not in a document: whether a customer has earned longer terms, a hard conversation with a vendor, anything you want a person accountable for.
- AI makes a good process faster and catches more errors. On a broken process, it produces bad numbers faster. If the close takes three weeks because the data is unreliable, fix that first.
- We build in the stack you already run. Moving to new software only comes up when the old software is the problem.
- Setup is a one-time project. Monthly maintenance keeps things running when your tools or your process change.
What a project produces
A short list of the work worth automating and the tools to do it, the automations themselves built and wired into your stack, exceptions sent to a person to review, and monthly maintenance so it keeps working.
- A list of the work worth automating, and the tools to do it
- Automations built and wired into your stack
- Exceptions flagged for a person to review
- Monthly maintenance as your tools and process change
What back-office AI costs
Setup is a one-time project, quoted after we look at the work. Maintenance is a monthly fee after that. If you are on an Accounting, Control, or Advisory retainer, AI work is scoped as a project on top of it.
We will tell you when something is not worth automating. If a task takes an hour a month, building and maintaining a tool for it costs more than doing it by hand.
- In a project: Choosing the tools, building the automations, wiring them into your stack, and monthly maintenance after launch.
- Not in a project: Cleanup of books that are behind, which belongs in Accounting or Control first. Decisions that need judgment, which stay with your team.
When it's worth automating
When someone spends more than 20 hours a month on finance work that is repetitive, follows rules, and is written down, and mistakes in that work cost money. If the books are behind or nobody has written the process down, start there instead.
- The same task, forty times a month. Coding receipts, matching deposits, sending the same reminder email. The person doing it follows the same rules every time.
- Your tools do not talk to each other. Someone types data from one system into another, and errors creep in at the handoff.
- Collections depend on someone remembering. Reminders go out when someone has a free afternoon, so receivables age.
- Reports take a day to build. The numbers exist, but every report gets rebuilt by hand.
Frequently asked questions
What does back-office AI cost?
Setup is a one-time project, quoted after we look at the work. Maintenance is a monthly fee after launch. For retainer clients, AI work is scoped on top of the retainer.
Which tasks are worth automating?
Repetitive, rule-based work that is already written down: invoice and receipt intake, payment matching, routine collections reminders, and scheduled reports. If it needs judgment or a relationship, it stays with a person.
Do we need new software?
Usually not. We build in the stack you already run. If the stack itself is the problem, a cleanup or migration is scoped as part of the project.
Will AI replace my bookkeeper?
No. It takes the repetitive part of the job, so your people can spend their time on the parts that need judgment.
Our books are behind. Can we start with AI?
We would start with the books. Automating on top of unreliable data makes the problem bigger. Accounting or Control gets the base clean first.
Who makes the decisions?
You and your team. The automations flag exceptions for a person to review. They do not approve payments or make calls that need context.