Where automation genuinely helps — and where it doesn't.
AI is changing finance operations fast. But AI is primarily probabilistic and Finance is deterministic. Understand how that works in reality is the difference between right and wrong. Embedding deterministic steps and safeguards are the key to have any AI implementation accurate and fit for purpose.
Real workflows we set up for clients — not a demo.
These are simplified versions of automations we actually configured. Each one still has a human checkpoint before anything financial happens.
Multi-language, multi-format TB normalisation
Bank data flows in daily, AI drafts the forecast, a human reviews before it reaches you.
Bank account csv manipulation and import
Bank exports come in whatever format each bank uses. n8n ingests and cleans them, a rule set matches known transactions to codes, and Claude categorises anything the rules don't catch — then it's reformatted and ready to import into Xero or QuickBooks.
Implementation of Clawbot into a secure environment
Metrics get pulled and drafted automatically, so updates go out on time, every time.
AI speeds up finance work. It doesn't replace the judgment behind it.
We use automation where it genuinely saves time and reduces error — and we're upfront about where it falls short. No workflow here runs without a human checking the output before it reaches a decision.
Where AI genuinely helps
- Categorizing high volumes of transactions consistently
- Drafting first-pass forecasts from live bank and revenue data
- Flagging anomalies a human might miss at scale
- Cutting the time spent on repetitive monthly reporting
Where a human CFO still leads
- Reading the story behind the numbers, not just the numbers
- Deciding what a founder actually needs to hear, and when
- Negotiating term sheets and cap table structure
- Judgment calls with no clean historical precedent to learn from
Finance-specific automation we set up for founders.
Transaction categorization
AI sorts bank and card transactions into the right buckets automatically, flagged for review.
Rolling cashflow forecasts
Forecasts update as new data comes in, instead of going stale a week after they're built.
Runway alerts
Automated flags when burn trends push runway below a threshold you set.
Invoice data extraction
Line items get pulled from PDFs and emails automatically, cutting manual entry.
Metric dashboards
Live dashboards pull from your existing tools, no manual spreadsheet updates.
Investor update drafting
AI drafts the first pass of monthly updates from your latest metrics, ready for review.
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