Finance Automation Diagnostic
Find where automation actually pays.
Map the current process, quantify the work, identify controls and decide whether automation makes commercial sense.
From £2,500
Engagements
Three defined engagements. One controlled route to better finance operations.
Begin by establishing the economic case. Implement one prioritised workflow. Keep the resulting automation reliable after go-live.
Automation Sprint
Turn one expensive manual workflow into a controlled automated process.
Redesign, build, test and deploy one defined finance workflow with validation, exceptions, review and documentation built in.
Typically £10,000–£20,000+
Managed Automation
Automation that remains controlled after go-live.
Monitor, maintain and improve live workflows as systems, controls and operational requirements change.
Typically £1,500–£4,000+ per month
Process economics
Estimate the cost of the work before deciding what to change.
Use a rough operating estimate to frame the opportunity. A Diagnostic validates the workflow, controls and achievable value before implementation.
Annual manual process cost
£21,600
Indicative automatable effort
£12,960
This is an illustrative operational estimate, not a guaranteed saving.
Book an Automation DiagnosticEngagement 01
Finance Automation Diagnostic
Best for: Finance leaders who can see recurring friction but need evidence before committing to implementation.
Scope
- Current workflow, volume and manual effort
- Dependencies, failure points and data quality
- Controls, review and approval requirements
Typical deliverables
- Current-state workflow map
- Effort and cost estimate
- Automation suitability assessment
- Prioritised automation backlog
- Recommended future-state workflow
- Indicative business case and next step
What you provide
Access to the process owner, representative inputs and outputs, system context and reasonable operating data.
What success looks like
A documented decision on what to automate, what not to automate and what to do next.
Engagement 02
Automation Sprint
Best for: A stable, prioritised process with clear ownership and a justified implementation case.
Scope
- Process redesign and workflow build
- Input validation, exceptions and approval points
- Testing, documentation and controlled deployment
Typical deliverables
- Working automated workflow
- Defined controls and exception routes
- Test evidence and operating documentation
- Ownership and support handover
- Fallback process
- Go-live review
What you provide
Appropriate system access, process-owner availability, test data, control decisions and user acceptance.
What success looks like
A working, documented process that removes agreed repetitive steps while retaining accountable decisions.
Engagement 03
Managed Automation
Best for: Organisations that need ongoing operational ownership rather than an unsupported handover.
Scope
- Monitoring and issue resolution
- Workflow changes and optimisation
- Control review, reporting and documentation updates
Typical deliverables
- Agreed monitoring and support
- Visible issue management
- Current workflow documentation
- Regular service review
- Agreed minor improvements
- Ongoing automation roadmap
What you provide
Nominated owners, timely decisions and continued access appropriate to the service.
What success looks like
Reliable operation, visible issues, current documentation and an active improvement roadmap.
A defined first engagement
Which finance workflow is costing more than it should?
Start with a defined Diagnostic to understand the work, quantify the opportunity and decide whether automation makes commercial sense.