We find it, automate it on Claude, and leave it running inside the tools you already use. Start with the function where it is costing you the most.
Every engagement opens with a free Snapshot that puts a dollar figure on the opportunity. Most teams start in finance and accounting, where the return is clearest. The same method carries to every function below.
FP&A, driver-based forecasting, board and investor reporting, and variance commentary. The analytical work, not the transactional close.
Month-end close, reconciliations, accruals, AP/AR, and revenue recognition. The transactional engine, automated.
Order-to-cash, procurement, vendor and customer onboarding, and the messy handoffs between the systems you already run.
Pipeline hygiene, quoting and proposals, CRM updates, and the revenue reporting that eats a day of every rep's week.
Campaign operations, content production and repurposing, lead routing and enrichment, and performance reporting.
We map your heaviest processes across functions and rank them by recoverable dollars, free, on your own numbers.