What a Snapshot Finds

What a Snapshot finds, by size.

Illustrative team ballpark. These examples use about 3% of loaded labor for the people in scope. They are not the process estimate in the Close Lab or the Sample Audit, and they are not a claim of client results. See how to read our numbers.

Small business

A 45-person professional services firm · illustrative process mix

Illustrative

≈ $166K

capacity per year

45people

~$95Kbase salary

~3%of loaded labor

Process	Capacity / year
Proposals & quoting	$42K
Invoicing & collections	$38K
Reporting & bookkeeping	$34K
Client intake & onboarding	$30K
Recurring data entry	$22K
Total capacity	≈ $166K / year

Illustrative examples on the same ~3% of loaded labor math.

Mid-market

A 220-person company · illustrative process mix

Illustrative

≈ $815K

capacity per year

220people

~$95Kbase salary

~3%of loaded labor

Process	Capacity / year
Reconciliations & audit prep	$200K
AP & invoice processing	$180K
FP&A & forecasting	$160K
Month-end close & reporting	$145K
AR & collections	$130K
Total capacity	≈ $815K / year

Illustrative examples on conservative assumptions.

Upper mid-market

A 500-person multi-entity finance team · illustrative process mix

Illustrative

≈ $1.85M

capacity per year

500people

~$95Kbase salary

~3%of loaded labor

Process	Capacity / year
AP & invoice processing	$450K
Reconciliations across entities	$400K
FP&A, forecasting & reporting	$380K
Multi-entity close & consolidation	$350K
AR, credit & collections	$270K
Total capacity	≈ $1.85M / year

Illustrative examples on the same ~3% of loaded labor math.

Who this is for. AI automation for companies roughly $10M–$500M revenue (and PE-backed portcos in that band); finance leadership from about $2M / Series A onward. Larger enterprise work starts with a scoped Snapshot.

The Snapshot shows you the tip. The Audit maps the rest.

Free

AI Value Snapshot

Scope: typically your 2–3 heaviest processes.
How deep: an estimate from sample documents, plus one real automation built live in front of you.
You get: a short report — the focused map, a working demo, and a measured figure.
Time: about two weeks.
What it finds: the headline opportunities. Enough to prove it is real.

$20,000

AI Opportunity Audit

Scope: every process across your departments.
How deep: a measured review of your real volumes and data, not a sample.
You get: a full operating map with every process scored, an integration and data-handling plan, the governance your size needs, and a prioritized roadmap your leadership can fund line by line.
Time: about three to five weeks.
What it finds: the whole opportunity, plus the plan to capture it.

Three processes. The Audit maps all of them.

A Snapshot might show a focused set is worth ≈$158K–$166K a year. The Audit maps the rest of the operation and hands you a funded plan — usually several times larger.

See a sample Audit

Common questions

Are these average client results?

No. Tables use an illustrative process mix so you can see the shape. Live Snapshots go deep on typically 2–3 of your heaviest processes and replace every figure with yours.

Why do examples use ~3% of loaded labor?

These examples are the team ballpark: about 3% of loaded labor. Process labs use a different slice. See How to read our numbers. It is a sizing method, not a performance claim.

When do we need the Audit instead?

When you want the whole operation mapped — heatmap, value bridge, ROI, roadmap — after the Snapshot proves the first processes.

What a Snapshot finds, and how much further the Audit goes.