AI Workflow Automation for Finance Teams: Where to Start
Most finance teams automate the wrong step first. Here's the order I actually use on an audit, and why reconciliations are rarely the place to begin.
Read the post →AI workflow consultancy, run by a CFO
I spent fifteen years fixing finance processes from the inside. Now I help you fix them with AI, without breaking your controls.
My name is Rebecca. I'm a Chartered Accountant who has closed the books, run FP&A, and sat across the table from boards asking hard questions about risk. I look at your process line by line before I touch a single tool. Most of the time, two or three steps are where the money and the time are actually leaking, and that's where I start.
I'm not a technologist selling you a platform. I'm the person who used to be under pressure every month-end, and I know what "it works in the demo" actually costs you later.
30-minute call, with me directly. No proposal until you ask for one.
Rebecca Tan Hui Qi, founder. Chartered Accountant (Singapore), formerly of Unilever, De Beers, Zalora, and Revantage (Blackstone Real Estate).
How I can help
Four ways to work with me, and one free place to start.
Free, live call
Book the CallAI Readiness Audit / Workflow Diagnostic
A 30-minute call where I look at one process you're worried about and tell you honestly whether AI will help, and where the real risk sits. If it's not a fit, I'll say so. Nothing gets sold on this call.
01
AI Workflow Audit
I map a process end to end, yours, not a generic template, and show you exactly where time, money, and risk are sitting. You get a written report and a plan, not a deck of buzzwords.
02Finance & Reporting Automation
Month-end close, reconciliations, management reporting. I've run these processes myself, so what I build is designed to survive an audit, not just a demo in front of your team.
03Procurement & Cost-Control AI
Spend approvals, vendor management, budget tracking. I worked cost control at De Beers and Zalora. I know where procurement processes actually break, and where they quietly bleed money.
04AI Adoption Advisory, C-suite & Board
For leadership teams who need to make an actual decision about AI, not sit through another vendor pitch. I completed the ISCA-SAC Board of Directors Masterclass in 2025, so I can brief your board in language it already trusts.
Why a CFO, not a coder
I've done the job you're trying to fix.
Before I was an advisor, I was the person under pressure every month-end. At Zalora, I helped take our close process from thirty days down toeight, by fixing the workflow first and only then automating what was left. That's still the order I work in: process, controls, then AI. Not the other way round.
I've spent over fifteen years in FP&A, controllership, and finance transformation at Unilever, De Beers, Zalora, and Revantage, which sits under Blackstone Real Estate. Along the way I've delivered cost savings in the six and seven figures, the kind a finance leader actually has to defend in front of an audit committee, not just mention in a pitch.
I'm a Chartered Accountant in Singapore. In 2025 I completed the ISCA-SAC Board of Directors Masterclass, because I wanted to be able to sit in a board's conversation about AI risk and governance, not just its conversation about workflow speed.
Case Studies, reframed
I don't have client logos yet. Here's what I have instead.
Connect the Dots Advisory is a new practice. I won't show you a wall of logos or a carousel of quotes, because I don't have real clients yet, and I'd rather tell you that plainly than fake it.
What I can show you is the rigor I brought to closing books and controlling budgets at four global companies, now applied to how you adopt AI. The full page walks through how I structure an audit, what I check before I recommend a tool, and the results from my prior roles in detail.
Read my approach and track recordWhat "Approach + Track Record" actually covers
- How I scope a Workflow Audit before any tool gets discussed
- The controls checklist I run before recommending automation in a finance process
- Prior results: 30 to 8 day close, six and seven figure cost savings, at Unilever, De Beers, Zalora, and Revantage
- What I won't automate, and why
From the blog
Writing for people who are curious about AI and short on patience for hype.
How SMEs Can Adopt AI Without an Enterprise Budget
You don't need a data team or a six-figure platform. You need to know which two or three processes are worth the investment, and which ones aren't yet.
Read the post →Start here
Let's look at one process together.
Book a free 30-minute AI Readiness Audit. Bring the process that's bothering you most, the one that fails every month-end or eats a day of someone's week. I'll tell you straight whether AI is the right fix, and what I'd do first.
Book Your Free AuditCalls are with me directly. There's no sales team, because there isn't one yet.