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 →From the blog
Writing for people who are curious about AI and short on patience for hype.
Four topic clusters, organized around the questions I actually get asked on Readiness Audit calls. I'm a solo founder writing this myself, so it grows in phases rather than all at once.
AI for Finance & Ops Leaders
AI Workflow Automation for Finance Teams: A CFO's Guide
The core authority cluster: month-end close, AP/AR, budgeting and forecasting, and controls, written from inside a finance seat.
Month-End Close Automation: A Step-by-Step Look at What I'd Fix First
A closer look at the specific close-calendar steps I check first when a finance team asks me where to start with automation.
Read the post →AI Adoption for SMEs
How SMEs Can Adopt AI Without Enterprise Budgets
For owners who don't have a data team or an enterprise budget, and want to know where to start.
Choosing Your First AI Pilot Project
A practical framework for picking the first process to automate: frequent, rules-based, and painful when it fails, but not mission-critical.
Read the post →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 →Workflow Diagnosis & Process Improvement
How to Identify Which Workflows to Automate First
Frameworks for spotting which process is actually worth fixing, before any tool gets discussed.
More on this cluster is coming soon.
AI Governance, Risk & Trust
AI Governance for Finance & Operations: What Leaders Need to Know
Data security, compliance, board-level risk questions, and how to avoid black-box AI tools.
More on this cluster is coming soon.
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