How We Work

Your 90-Day transformation roadmap

You don't need to overhaul everything on day one. Transformation happens in stages — each phase builds on the last, delivering measurable ROI at every step.

Days 1–30
Phase 1
Foundation

Build Trust with Bank Reconciliation

Start with bank reconciliation — it's high-volume, rule-based, and AI excels here. Connect your bank feeds, let AI learn your transaction patterns, and build trust with your team.

Audit your current close process and map manual touchpoints
Connect bank feeds and financial data sources
Deploy AI transaction categorization and pattern learning
Establish baseline metrics: days to close, error rate, time spent
Team onboarding and change management
Outcome: AI is reconciling your books daily. Your team is freed from the data entry grind.
Days 31–60
Phase 2
Expansion

Extend to Revenue & Accruals

Extend AI to revenue recognition and accrual journals. Automate recurring entries like depreciation and amortization. Your team shifts from data entry to exception review.

Implement AI revenue recognition and accrual automation
Automate recurring journal entries (depreciation, amortization)
Deploy AP/AR automation and payment processing
Build real-time P&L and cash position dashboards
Configure anomaly detection and alert thresholds
Outcome: Your controller reviews exceptions, not data. Dashboards show live actuals.
Days 61–90
Phase 3
Transformation

Continuous Close & Real-Time Intelligence

Enable continuous consolidation and real-time reporting. Your books are always audit-ready. Your controller becomes a strategic advisor, not a data janitor.

Enable continuous month-end close (no more close cycle)
Activate rolling forecasts and scenario planning
Deploy full financial intelligence dashboard suite
Validate audit readiness and compliance posture
Measure: time saved, error reduction, days to close before vs. after
Outcome: Books always audit-ready. Leadership has real-time financial intelligence every morning.
Quick-Start Checklist

Before you begin your AI transformation

These five steps will set you up for a successful implementation and help you measure the ROI clearly from day one.

  • 1
    Audit your current close process: How many days? How many manual touchpoints?
  • 2
    Identify your highest-volume, most rule-based task (usually bank reconciliation)
  • 3
    Evaluate AI accounting platforms against your ERP and tech stack
  • 4
    Run a 30-day pilot on one process before committing to full transformation
  • 5
    Measure: time saved, error reduction, and days to close before vs. after

Ready to start Day 1?

Book a free strategy call and we'll walk through your current close process together — and show you exactly where AI can take over.