FP&A · Sprint Build
Automated Variance Commentary Agent
Reads the monthly actuals-vs-budget pull, flags the outliers that matter, and drafts the narrative a controller would otherwise write by hand.
Insights
Finance and AI, without the hype
A look at how AI actually gets used inside finance teams: a small selection of the agents and workflows we've built, not the full list. Client details are never shared here. What's below is the work itself, the problem, the build, and what changed.
Solutions we have built
Accounting · Solution Build
Bank-to-ERP Journal Entry Converter
Takes a raw bank statement export and returns ERP-ready journal entries, vendor and GL account matched, flagged for review where the match is uncertain.
Accounting · Solution Build
ASC 606 Revenue Workbook Builder
Reads a signed contract, extracts performance obligations, and produces a per-contract revenue recognition schedule ready for the NetSuite upload.
Controllership · Solution Build
Intelligent Close Checklist
Sequences month-end close tasks by dependency, tracks status in real time, and surfaces blockers to the controller before they become a late close.
Controllership · Solution Build
GL-to-Subledger Reconciliation Assistant
Ties the general ledger out to subledger and bank balances automatically, and flags exceptions above threshold instead of burying them in a spreadsheet.
RevOps · Solution Build
Board-Ready Bookings Dashboard
Turns the monthly bookings export into an interactive, board-ready view of new ARR, no manual chart-building the week before the board deck is due.
CFO Office · Discovery Sprint
AI Opportunity Roadmap Mapper
Structured review of finance workflows against what AI can do today, producing a prioritised use-case roadmap scored on effort and impact.
CFO Office · Solution Build
SOX Testing Sample Selector
Pulls compliant sample selections and generates testing workpapers per control, cutting a multi-day manual sampling exercise down to an afternoon.
FP&A · Solution Build
Board Deck Assembler
Pulls the latest actuals and charts directly into the standing board deck template, so the deck is current the moment the close finishes.
Have a workflow like this in mind?
Every solution above started as a specific, unglamorous problem on someone's desk. Tell us about yours.
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