The 12-Step Checklist for Finding $2M in Manual Finance Work AI Can Kill
For CFOs in mid-market manufacturing and pharma who suspect their back office is running on manual workarounds nobody's costed properly.
Get the checklistYour finance team closes the books, reconciles accounts and processes invoices the same way they did five years ago. Every month someone re-keys data between systems that should already talk to each other. Nobody's added up what that actually costs.
This checklist gives you a way to find out. Inside:
- A 12-step audit to identify which transactions in your finance function are pure repetition, done the same way every cycle with no judgement required.
- A method for estimating the labour hours and dollar cost tied up in manual reconciliation, invoice matching and reporting work.
- 3 questions to ask your finance leads that surface automation opportunities they've probably already noticed but never escalated.
We built this from work inside manufacturing and pharmaceutical finance functions where transaction volume is high and headcount growth has stalled. The patterns repeat. Most CFOs are sitting on 15% to 30% of finance capacity tied up in work that machines do faster and without errors.
Download the checklist and run it against your own finance function this week. You'll walk away with a specific number, not a hunch.