Build model
Fixed scope
automate operations
Finance automation: close the books in 2 days
Bank, invoicing, and payroll feeds reconcile themselves into a live P&L — this month’s margin today, not on the 15th of next month. Automation typically cuts close time 25–40%.
Timeline
2–8 weeks
Runtime
Monitored
Handover
Owned by your team
Delivery blueprint
Visual summary of what this build includes from quote to handover.
Scope
Written
Deliverables and acceptance checks are fixed before build.
Execution
Instrumented
Retries, logs, and alerts are configured for production.
Controls
Approved
High-risk actions are gated by named human approvers.
Transfer
Owned
Runbook and account ownership move to your team at launch.
You see your margin 3 weeks too late
Half of finance teams take more than 5 business days to close the books. By the time you see last month’s margin, you’re 3 weeks into spending against it — the decisions that needed the number got made on a hunch.
The close itself is export, paste, eyeball: CSVs from the bank, a reconciliation spreadsheet, a highlighter for mismatches. Manual invoice approval averages 9–19 days, and manual processing costs up to 67% more than automated — while a duplicate payment hides in row 340 until someone happens to look.
What we build into your back office
Reconciliation that runs nightly
Bank transactions matched against your ledger every night. Mismatches land in Slack with both records side by side — a duplicate payment is a morning alert, not a quarter-end surprise.
n8n · Plaid · QuickBooks · Slack
Invoice intake + AP approval
Claude reads invoices out of your inbox, extracts vendor, amount, and line items, codes them, and routes them for approval — roughly 3-day approvals instead of the 9–19-day manual average (typical for this type of automation).
Claude · n8n · QuickBooks
AR reminders that never slip
Escalating reminders keyed to live invoice status in your books. They send on schedule, stop the moment payment lands, and flag the accounts that need an actual phone call.
n8n · Xero · Stripe
ROI math
2 people × 24 hrs back per close × $50/hr × 12 closes = $28,800/yr — typical build $4–8k
Typical for this type of automation — the free audit prices it against your actual close, ledger, and volume.
How this ships
Week 1
Audit — map the close
Close-process map: every export, paste, and check, timed and ranked by hours saved
Week 2
Blueprint — design the data flow
Bank-to-ledger-to-dashboard architecture, access list, and a fixed written quote
Weeks 3–5
Build — shadow one close
Reconciliation + invoice flows running alongside one manual close, then live
FAQ
What does finance automation cost?
Reconciliation or AR chasing alone is a $2–6k fixed build. The full stack — reconciliation, invoice intake, AR, live P&L — typically lands in the $6–20k multi-system band. Fixed written quote after a free audit; ongoing cost is tool fees only, typically $40–180/mo.
How fast can this go live? Will it disrupt a close?
First automation live in 30 days. We run the new flows alongside one full manual close — your process doesn’t change until the automated numbers match yours. Full close automation typically takes 5–6 weeks end to end.
Does it work with QuickBooks, Xero, and our bank?
QuickBooks Online and Xero are first-class; bank feeds arrive through Plaid or your bank’s own exports; payroll comes from Gusto or ADP. If part of your ledger is still Excel, that works too — the audit maps your exact stack before we quote.
Can the automation touch our money?
No. We build with read-only API access wherever possible, approvals always stay with a named human, and nothing moves money — the automation reads, matches, drafts, and reminds. Credentials are encrypted in your own instance, and every account we use can be revoked at handover.
Get a fixed quote for finance automation
Fill this quick form and we’ll send a fixed written quote for this exact build.