FINANCE PROCESS AUTOMATION
Easiest Way to Start Your Process Automation
Get expert eyes on your finance and treasury workflow and discover exactly what to automate, how, and why it matters.
Process Automation Diagnostic in 3 Simple Steps
How it works
This is the best way to uncover automation opportunities.
No complex systems, no IT involvement — just practical insights from day one.
Upload a quick video walkthrough
Record and upload a short video showing how your current finance process works. Just walk us through your screen.
Process assessment & mapping
We analyze your process to identify repetitive tasks, bottlenecks, and areas ready for automation.
Actionable recommendations
Receive a personalized report with clear next steps, time-saving estimates, and ready-to-use automation ideas.
Built by Finance Experts
See a Sample Diagnostic Report
Explore how we assess and automate the Cash Flow Forecasting workflow. See the insights, process map, and ROI estimate in one clear report.
Finance Automation, Made Simple
Who is it for?
Our diagnostic service is designed for
Treasury Professionals
Head of Treasury, Treasury Director and Treasury Analysts.
Finance Professionals
Head of Finance.
Other Curious Minds
SMEs, Start-ups and innovators.