Current-state map
Trigger, actors, systems, handoffs, waits, decisions, evidence and completion—traced from an actual item.
Finance automation assessment
Buy the blueprint before the build.
In 7–10 business days, we follow one finance workflow from trigger to final decision, separate process problems from automation opportunities, and design the smallest safe system worth building. You keep the work whether you implement with us, internally or not at all.
Price: $2,500 fixed, credited against a scoped build started within 30 days. The first two qualified founding partners can buy it for $1,500 under the published pilot terms.
What you receive
A decision document, not a discovery transcript.
Validated baseline
Volume, handling time, exceptions, rework, cycle time and cost, with assumptions clearly separated from facts.
Prioritized design
What to remove first, what to automate, the knowledge layer required and which attractive ideas should wait.
Controls and tests
Authority boundaries, validation, exception routing, test set, logs, rollback, ownership and objective acceptance tests.
The sequence
Map. Score. Design. Decide.
- 1
Follow the work
One 60-minute interview and a screen-shared walkthrough of a real workflow, supported by representative redacted or synthetic inputs.
- 2
Score the opportunities
Value, volume, repeatability, readiness, effort, control risk and provability—weighted toward economics and measurable proof.
- 3
Design the smallest safe system
Sources, rules, validation, reviewer experience, outputs, monitoring and a sequenced path from quick win to managed workflow.
- 4
Choose openly
Implement internally, commission the scoped build, or stop because the economics or controls do not justify it.
Request the assessment
Which finance workflow should we follow?
Tell us where the work repeats and who owns the decision. We will confirm fit, required inputs and the fixed fee before anything begins.