Finance team
AI roles for Finance teams.
Finance work is not allergic to automation, it is allergic to automation that breaks the audit trail. Every action a role takes against your ledger needs to be reproducible, attributable, and reversible. That is the bar an AI Finance role needs to clear before it goes near a real invoice.
Done right, an AI Finance role compresses the cash-conversion cycle, reduces DSO, and cleans the AR/AP backlog without your CFO losing a single line of audit visibility. Done wrong, it creates exactly the kind of mess your auditor will find first. The difference is in how the role is scoped, governed, and instrumented.
The operating model in Finance.
Read-then-write, with audit log per action
Every action the role takes against the ledger is logged with timestamp, input state, decision, and output. The log is exportable in the format your auditor expects. There is no AI black box for finance.
Policy thresholds set by the controller
Auto-approve below threshold, queue for human above. The thresholds are set in scoping by your controller, not by us. The role does not move them on its own.
Reconciles against your ERP, never replaces it
The role's source of truth is your ERP (NetSuite, SAP, Workday, Odoo, etc.). If a value can't be reconciled, the action is queued and a human is notified. Reconciliation is a first-class step, not a follow-up.
DSO and backlog are the contracted KPIs
Most Finance deployments are measured on Days Sales Outstanding compression, AR/AP backlog reduction, or cycle-time on a specific workflow (collections, expense review, vendor onboarding). The KPI is signed before launch.
How it rolls out
The playbook a real Operating Partner runs.
Phase 1
Pick one workflow, map every step end-to-end
Collections, AR aging, expense review, vendor onboarding — pick one. Document every step including the manual judgement calls. This becomes the role's brief.
Phase 2
Set thresholds + escalation rules with the controller
What auto-completes, what queues for human, who reviews. Signed by the controller in scoping. This is non-negotiable — the role does not go live without it.
Phase 3
Dry-run on closed periods
Replay the last 1-2 closed periods. Audit the role's decisions against what actually happened. Discrepancies block go-live.
Phase 4
Live with daily review for week 1, weekly thereafter
First week, the controller reviews every decision daily. Week 2 onwards, weekly review of exceptions. Policy is tuned in writing.
Phase 5
90-day KPI review, audit trail export
Read the DSO / backlog / cycle-time number. Export the full audit trail. If the KPI is hit, scope the next workflow. If not, remediation under the guarantee.
Finance roles ship when audit and policy are scoped before automation. Every Finance role below is structured around that order: policy first, integration second, automation third, audit log always on.
Roles owned by this team
3 roles
- Ready
AP Specialist
Finance · Cut Cost
Run the AP cycle end-to-end — invoice intake, 3-way match, approval orchestration, payment scheduling, vendor queries — with audit-grade logs.
- Deploy
- 21-35 days
- Impact
- 40-60 percent faster invoice-to-approved
€0.60 – €1.80 per invoice processed
- Ready
AR Specialist
Finance · Move Faster
Handle AR end-to-end — collections follow-up, revenue recovery, dispute triage — with clear escalation for sensitive cases.
- Deploy
- 21-35 days
- Impact
- 30-60 percent faster
€0.80 – €2.20 per invoice actioned
- Ready
Financial Planning Analyst
Finance · Reduce Risk
Produce forecasts, variance analysis, rev-rec schedules, and monthly reports — with KPI commentary drafted in the team voice and CFO review on the edge.
- Deploy
- 28-42 days
- Impact
- 50-70 percent faster forecast + variance cycle
€40.00 – €150.00 per forecast or report run
90-day operational guarantee. We agree on the outcome KPI before launch. If we haven't hit it by day 90, we keep working free until we do.
Pick a role. Start deployment.
Every role in this view is hireable, governed, and anchored to the fully-loaded cost of the equivalent hire.