Finance operations automation for accounting and CFO firms
Grow the firm.
Not the payroll.
We build controlled systems for payout reconciliation, recurring reporting and finance document work—so your team can serve more client files without adding payroll at the same rate. You own the system. Financial judgment stays with your people.
Free. No deck, no discovery ritual. We look at one process that's costing you and tell you what we'd build.
- Ecommerce accountants
- Bookkeeping firms
- Fractional CFO firms
- CAS practices
- Multi-channel finance teams
The situation
Your capacity problem is a systems problem, not a hiring problem.
A common pattern in growing finance firms is capable people held together by spreadsheets and shared inboxes, repeating the same work because the stack does not share context. Someone senior retypes a settlement report. A client pack waits on a source nobody has chased. The monthly report is assembled again from scratch.
The usual response is to add another app or another person. But accounting firms already use eight core applications on average, and 41% report integration difficulty. The opportunity is not “more AI.” It is one owned workflow that moves cleanly across the systems already in use, with evidence and exception handling built in.
used by accounting firms on average across their core operations.
Intuit, 2025of accounting respondents report difficulty integrating those applications.
Intuit, 2025say AI has improved productivity, creating room to redesign the actual workflow.
Intuit, 2025expect strategic advisory work to grow over the following year.
Intuit, 2025What we build
Start with the finance workflow that repeats across client files.
These are the three entry points. Each has a measurable baseline, a named reviewer and an exception path before it goes live.
Document processing
The paperwork handles itself.
In many firms, someone senior still spends hours moving data out of documents and into systems. We build the intake pipeline that extracts, classifies, validates and routes, with a confidence threshold that decides what a human needs to see and what can go straight through.
Built for: Any firm processing more than a few hundred documents a month.
How this works
Finance operations
The numbers land right, on time.
Multi-channel payout reconciliation, automated receivables and cash application, and month-end close coordination. This is where the 7astrix offer is deliberately deepest: one governed workflow, deployed across your own finance function or recurring client files.
Built for: Finance teams, and the accounting firms that serve them.
How this works
Reporting & deliverables
The pack assembles itself. You edit and sign.
Source data pulled, validated, consolidated, charted, and turned into a review-ready document with evidence-linked draft commentary on the agreed working day. Your people interpret, edit and sign.
Built for: Firms producing recurring client deliverables, and multi-entity finance teams.
How this works
Not sure which one?
That's the normal starting position, and it's what the teardown is for. We follow one process far enough to identify what should be measured and whether a paid assessment is justified.
Start with a teardown
Who we build for
Partner first, because one good system can improve many client files.
We are testing two deliberately narrow partner wedges. Founding pilots determine which earns the company's full focus.
Ecommerce accounting firms
Standardize payout reconciliation, document handling and exception review across client files.
See the partner modelFractional CFO & CAS firms
Generate recurring reporting packs from governed source data while senior people retain commentary and judgment.
See the reporting modelFounding pilot partners
Two paid pilots with a reduced assessment fee, a real baseline and permission to request a case study after proof.
Review the pilot termsNot ready to build?
Buy the workflow blueprint first. Keep it whether you implement with us, internally or not at all.
See the assessmentWho we turn down:pre-revenue companies, buyers looking for a generic chatbot, and teams asking us to automate a process nobody owns. We'll say so before an assessment is sold.
How we're different
We build it. You own it.
We are not your back office and we don't want to be. The point of the engagement is that your firm ends up with an asset, not a dependency.
What usually happens
- An agency rents you a black box that only they can change
- Software gives you a licence and leaves the operating entirely to you
- An offshore team absorbs the work without ever removing it
- Documentation is promised at the end and never written
- Leaving means starting over, so you stay whether it's working or not
What we do
- Build systems that run on infrastructure you own and control
- Document as we go, so your team can change things without us
- Remove the work rather than absorbing it into someone else's hours
- Keep judgment with your qualified people, by design
- Hand over runbooks and revoke our access if you leave. No lock-in
The measure that matters is clients per person. If that number doesn't move, we haven't done anything worth paying for.
How we work
Assess. Optimise. Then automate.
In that order, without exception. Automating a bloated process doesn't fix it, it buries it somewhere harder to see. So we don't quote a build before we've looked at the work.
- 1
Assessment — 7–10 business days, $2,500
We follow one finance workflow end to end, score the opportunities and design the smallest safe system worth building. You get the map, economic model, control design and acceptance tests. The fee is credited to a build started within 30 days.
Founding pilots: the first two qualified partners can buy this for $1,500 in exchange for baseline access and permission to request a case study after value is demonstrated.
- 2
Optimise — before anything gets built
Most processes carry steps that exist because somebody left in 2021. We cut those first, on paper, with your team. A twelve-step approval that should be six gets rewritten before a line of automation is built.
- 3
Build — fixed scope, two to six weeks
The clean version, connected to the systems you already use, versioned and tested like software and documented as we go. Judgment stays with your people by design: systems prepare the work and flag what's odd, qualified humans decide.
- 4
Support — monthly, optional
Systems break when a bank changes an export format or a portal changes a field. We monitor, fix and improve, and report on the numbers that matter. Or your team can operate the documented system without a retainer.
The full method, including the three tests we apply before building anything, is on the method page.
Results
What we measure, and what we'll show you.
Every engagement starts with agreed numbers and ends with the same measures reported back. Which ones depends on the workflow.
The number that decides whether a firm can grow without hiring.
The share routed to a person, why it happened and how long review took.
From source data arriving to a reconciled or reporting output ready for judgment.
Hours a month no longer spent on work a system should do.
Proof status: founding pilots are open. We will publish measured case studies only after a client validates the baseline, result and wording. Until then, synthetic demonstrations will be labeled as such and no client result will be implied. Review the pilot programme.
Next step
Book a 15-minute teardown.
Pick the process that's costing you the most. We'll spend fifteen minutes on it and tell you what we'd build, whether or not it turns into work for us. No deck, no discovery ritual.