Automate the repetitive work slowing down your finance team.
I help finance operations teams reduce manual reporting, reconciliation, and close-work bottlenecks—while keeping people in control of exceptions and approvals.
“Roger cut our monthly close from 12 days to 4. No fluff, just results.”
— Your Name Here, Title at Company
Finance pros trained
Saved per week on average
Automations deployed
Your Finance Team is Smart. But They're Spending Genius Hours on Busy Work.
These are the three workflow killers I see in every finance team I audit.
Manual Report Pulling
Hours spent downloading, formatting, and distributing reports that should generate themselves.
Copy-Paste Reconciliation
Matching transactions across systems by hand — tedious, error-prone, and a waste of talent.
Endless Month-End Close
7-10 day close cycles because every step requires a human touch that a bot could handle.
Here's How I Fix That.
Three ways to work with me — from hands-on consulting to self-serve resources.
A Day in the Life: Before vs. After Automation
This is what happens when you stop treating your finance team like data entry clerks.
Before Automation
~4.5 hrs + waitAfter Automation
< 10 minThree Ways to Start
Pick the entry point that matches where your team is today. Every engagement ends with something implemented — not a report that collects dust.
Automation Opportunity Audit
For teams unsure where to begin.
Prioritized workflow map, ROI estimate, and 90-day roadmap.
Workflow Build Sprint
For a defined process — report distribution, reconciliation, or close coordination.
Implemented automation, documentation, testing, and handoff.
Team Enablement Workshop
For finance teams that want internal capability.
Live training, templates, governance checklist, and office hours.
Automation Without Losing Control
Good automation flags uncertainty — it doesn't hide it. Every system I build keeps people in charge of judgment, approvals, and exceptions.
Human Approval Steps
Material transactions, journal entries, and unusual variances route to a person for sign-off before anything posts.
Exception Queues
Uncertain records go to a review queue instead of being forced into an automatic match.
Segregation of Duties
Role-based access so the person building an automation is not the one approving its output.
Audit Trails & Ownership
Change logs, source-data retention, and documented workflow ownership for every process.
Testing & Rollback
Every automation is tested and given a documented rollback path before it touches production.
A Clear AI Data Policy
A written policy for exactly what data may and may not be sent to third-party AI tools.
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