Checklist · Financial Services
The financial services automation checklist.
Month-end close drags on for weeks. Tick every task you still do by hand, adjust the hours to match your week, and see what it’s costing you each year.
Automate first
Highest payback — usually where money leaks out.
- hrs/wkQuick win
- hrs/wkQuick win
- hrs/wk
- hrs/wk
- hrs/wk
Automate next
Steady weekly gains once the first build is running.
- hrs/wk
- hrs/wk
- hrs/wk
- hrs/wk
- hrs/wk
- hrs/wk
- hrs/wk
Hours are typical estimates for a small business — change them to match yours. Cost per year = hours per week × what an hour is worth × 48 working weeks.
Quick wins — build these first
Small builds with fast payback for most financial firms.
Figures keyed from statements and receipts
Build: Values extracted automatically; anything uncertain is flagged for review, not guessed.
The biggest time-saver in most bookkeeping and accounting practices.
What we build for financial firms →Chasing clients for documents
Build: A checklist link with automatic reminders until everything is in.
Shortens every close by removing the waiting.
What we build for financial firms →Send us your checklist
Want to know what we’d build first?
Send your ticked checklist and totals. We’ll reply with what we’d look at first and whether a Discovery makes sense. Tick the box if you’d rather talk it through on a free call.
Received
Thanks — we’ll review your checklist and reply within two business days.
Where to start
Let’s find your first hour back.
Thirty minutes, no pitch deck. We’ll look at how your business runs, find the busywork worth automating first, and explain how Discovery works and what it costs. If AI isn’t the answer, we’ll say so.
- From $3,000
- Live in 30 days
- Yours from day one
- No lock-in