By role: CFOs and finance directors
Automation for finance directors who sign off on it.
You want the close faster, the numbers trusted and every spend justified. We give you a fixed price per fix, an audit trail on every step, and approvals that stay with people.
- First workflow live
- Invoice from dispatch, usually inside the first sprint
- Usually owned by
- CFOs and finance directors
- Built on
- QuickBooks, Google Drive, Tally or Zoho Books
- Judged on
- Days to close and Invoices keyed by hand
In short
Automation for a CFO means removing manual keying between operations and the ledger, so invoices, payouts and reconciliations are produced from source records with approvals and an audit trail. SBD prices each fix before work starts, from a $500 audit credited to the build, and keeps every payment decision with a person.
Who this is for
Who you work with to get this done.
- CFOs and finance directors
- Financial controllers and heads of finance
- Founders who still sign every payment
- Finance leads asked to approve automation spend
Is this you?
If three of these sound like your week, this page is about your week.
- Month end means matching operations records to invoices
- You approve tool spend without measured hours
- Approvals are evidenced by email
- Margin by job is a quarterly exercise
- Payouts or rebates are calculated in a sheet
What it costs today
Where CFOs and finance directors loses the hours.
Finance cleans up what operations typed
Invoices are raised from emails and sheets, so month end is spent matching what was dispatched to what was billed.
Spend requests without a case
Teams ask for tools and projects with no hours measured and no price agreed, and you are asked to approve on faith.
Controls that live in people
Who approved what is in an inbox. The audit trail exists because someone kept it, not because the system recorded it.
Reporting that arrives too late to act on
Margin and cash positions are rebuilt from exports, so you see a problem the month after it happened.
For finance directors
See the business case before you approve the spend.
The audit measures the hours, prices each fix and shows where controls sit. $500, credited to the build if you go ahead.
Start with a priced audit
By company size
CFOs and finance directors at 10 people, and at 1,000.
- 11 to 50
One finance person and an external accountant, both keying what operations already typed once.
- 51 to 200
Month end depends on several teams finishing their sheets, and the close slips with the slowest.
- 201 to 1,000
Several entities and systems, and controls evidenced by screenshots and email threads.
What we build
What we build for CFOs and finance directors teams.
- 01
Invoices from source events
Invoices raised in your accounting system from the dispatch or completion record, so billing matches what actually happened.
- 02
Rules-driven payouts with approval
Cashback, commission or rebate calculated from the rules, queued for approval, and paid with a record of who signed off.
- 03
Document intake into the ledger
Supplier invoices read by AI, matched to orders, and posted as drafts for a person to approve. Nothing is paid by a model.
- 04
Live finance views
Receivables, unbilled work and margin by job read from the source systems, not rebuilt from exports at month end.
The workflows
The CFOs and finance directors workflows, and what sets each one off.
- 01 Invoice from dispatch
When goods leave or a job completes
ThenInvoice raised in accounting from the record
- 02 Supplier invoice intake
When a bill arrives by email
ThenRead, matched to the order, drafted for approval
- 03 Payout run
When a payout cycle closes
ThenAmounts calculated from rules, queued for approval
- 04 Receivables chase
When an invoice passes its due date
ThenReminder sent on a schedule, escalated to a person
- 05 Unbilled work alert
When work completed with no invoice
ThenFlagged to finance with the record attached
The numbers we move
How a CFOs and finance directors build is judged.
Every build has a number written into the blueprint. These are the ones CFOs and finance directors builds are measured by, and how we measure them.
| Metric | Before | After | How it is measured |
|---|---|---|---|
| Days to close | Baseline from your last closes | Tracked each month | Working days from month end to signed-off accounts |
| Invoices keyed by hand | Counted in the audit | Tracked after go-live | Share of invoices created from a source record rather than typed |
| Unbilled work | Found at month end | Visible daily | Completed jobs or dispatches without an invoice, by age |
| Approval evidence | In inboxes | Logged in the system | Share of payments with a recorded approver and timestamp |
Built on
The tools you already run, where we can.
Every tool we connect has its own page in the integrations directory.
Proof
Proof from builds like this.
- Customer story
Automated cashback and loyalty system
Automated cashback payout processing for an industrial manufacturer, with rules-driven calculation and no manual finance work each cycle.
Read the story - Customer story
Order and dispatch management system
Invoicing generated directly from dispatch events for a building materials supplier, rather than typed afterwards.
Read the story
How it starts
An audit of the CFOs and finance directors work your team still does by hand.
One to two weeks. We map the workflows, put an hours-a-week figure on each, and give you a costed blueprint in order of payback. The audit is credited in full to the build.
- Week 1 to 2Audit. We sit with the people who do the work and map it.
- Week 3Blueprint. Fixed scope, fixed price, the first build chosen by payback.
- Week 4 onBuild in two-week sprints, working software every second Friday.
- After go-liveSixty days of hypercare, then a care plan or run it yourself.
What this does not do
So the scope is clear before the call.
- Replacing your accounting system or your accountant.
- Tax, audit or financial advice. We build the systems, not the opinions.
- Letting AI approve or release payments.
Terms, defined
CFOs and finance directors terms, in plain English.
- Source record
- The operational record, such as a dispatch or completed job, that a financial entry is created from.
- Approval step
- A point in a workflow where a named person must accept before money moves or an entry posts.
- Unbilled work
- Work delivered that has not yet been invoiced. A leak that automation makes visible.
Questions
What people ask about CFOs and finance directors automation.
How is the return calculated?
In the audit we measure the hours each process takes with the people who do it, then price each fix. The return is those hours against a fixed price, on your numbers.
Can AI post or pay anything on its own?
No. AI reads and drafts. Postings and payments sit in an approval step with a named person, and every action is logged.
Does this work with our accounting system?
We connect to QuickBooks, Zoho Books and Tally, among others. If yours has an API or a reliable import, we can usually build around it.
How are costs controlled after go-live?
Builds are fixed price. Running costs, such as software seats and AI usage, are listed in the proposal, and a care plan is from $50 a month with no hourly billing.
Who holds the data and the accounts?
You do. Everything runs in accounts in your company name, and we work with the access you grant and can revoke.
Reading
- Systems
Invoice intake with an agent: the first thirty days
The first month of an invoice intake agent from the inside: how the queue behaves, which invoices escalate, and the three settings that decide whether it lasts.
- Systems
How much should an AI agent be allowed to do?
An agent with an unscoped token dropped a production database and its backups in nine seconds. Our rule: read widely, write narrowly, cap spend, escalate.
- Pricing
The Zapier tax in 2026: what a 20-person team pays
Zapier now bills tasks, AI steps by model tier, and Agents in activities. A worked bill for a 20-person company, and what the same workflows cost on n8n.
Related
- Function
Finance and accounting
Close faster, chase less, and see the numbers without waiting for month end.
- Function
Compliance and risk
Make the audit trail a by-product of doing the work, not a project you run afterwards.
- Function
Back office
The admin layer that quietly consumes your team’s week, handled by systems instead.
- Role
COOs and heads of operations
You are measured on throughput, cost and the things that did not go wrong. We find where the hours go, fix the worst of it at a fixed price, and hand you something you can govern.
- Role
Founders and CEOs
If every answer runs through you, the business is capped at your hours. We put the routine work into systems your team owns, so you can spend the week on what only you can do.
By role: COOs and heads of operations, Founders and CEOs, Heads of sales and RevOps, Heads of customer support, CIOs and IT leads, HR and people leads, Marketing leads
CFOs and finance directors
Get the CFOs and finance directors hours back.
Bring the one CFOs and finance directors workflow your team still runs by hand. You leave the call with a yes or no on fit and the first thing we would build.
Book the call