Automating Back-office Finance Operations
Your finance team shouldn’t be buried in spreadsheets and manual tasks.
We help companies streamline and automate back-office finance operations, freeing up time, reducing errors, and enabling your team to focus on strategy — not data entry.
Our automation services include:
- Accounts payable and receivable automation
- Month-end close and reconciliation workflows
- Expense management and approval processes
- Integration of finance systems and data sources
- Selection and implementation of automation tools
By replacing repetitive tasks with smart, scalable systems, we improve efficiency, enhance accuracy, and create a more agile finance function.
Less manual work. More financial clarity. Greater speed to insight.
Case Study
Industry / Context: PE-backed national services company undergoing scale and operational transition
Challenge
The finance and back-office operations of a national services firm were under pressure. Manual processes dominated: vendor invoices were processed by hand, reconciliation lagged behind operations, and month-end close stretched out. As the business scaled, these inefficiencies threatened liquidity, control, and growth momentum. Leadership needed automation, but without disrupting service delivery or removing operational agility.
What We Did
We engaged as interim CFO and operational partner to modernize the back-office finance function. Our work included:
- Mapped all major finance and operations workflows — from AP/AR, vendor matching, master data updates, to month-end close tasks.
- Identified repetitive tasks and manual handoffs amenable to automation and process re-engineering.
- Introduced workflow automation tools (RPA and process orchestration) aligned with the finance team’s systems, reducing manual effort and error risk.
- Standardized data inputs, built reconciliation engines, and automated vendor invoice processing to accelerate throughput and enhance control.
- Accelerated the close process, improved information accuracy, and freed the team to focus on analysis rather than processing.
- Established new operating cadence, KPIs, and dashboards so leadership could monitor process efficiency, error rates, and cost of finance operations.
Result
The finance back-office transformed from transactional bottleneck to enabling function. Invoice processing volumes increased without added headcount; reconciliation and close cycle times shortened significantly. Finance staff shifted focus from manual tasks to strategic support. The company now operates with a leaner, more automated finance and operations platform that scales with growth, maintains control, and supports investor and lender expectations.