Finance Automation

from €5,000 / automation

The monthly finance work, done by the system.

Deliverable: The recurring finance work, built once and left running: in your instance, documented, yours.
For whom: Founders and finance leads whose month-end is still assembled by hand, every month, by someone whose time is worth more.
Exit: Built to Leave. The automation runs in your instance on your credentials. Nothing routes through us.

Where it sits

Part of OS Architecture. One automation is one piece of work with one scope and one price, built into the same n8n instance the rest of the OS work runs on.

When: the month-end pack is still assembled by hand.

How it works

You need an n8n instance with MCP. If you already run one, we build into it. If you don’t, it comes as Conversational OS Setup, and that is the same server the rest of the OS work runs on, so it is bought once, not once per automation. From €5,000 per automation: more complex processes cost more, and scope is agreed before anything is built, never after.

What it is

Finance work that repeats is finance work that can be built. We take one recurring process, rebuild it as an automation in your n8n instance, and hand it over running. Not a tool you rent and not a dashboard you have to feed, but a workflow that does the step that used to sit in someone’s calendar.

One automation is one piece of work with one scope and one price. Most engagements start with the process that hurts most and add from there.

What you get

Monthly reporting. P&L, management report, the recurring pack, pulled, assembled and delivered on schedule.
Document and invoice flow. Receipts and invoices routed, matched and filed without the manual pass.
Forecast that feeds itself. Actuals land in the model instead of being typed into it.
Cash monitoring with alerts. The system watches the account and says something before you would have noticed.
Board and investor updates. The recurring numbers assembled into the format you send.

How it ends

Handover with documentation. It runs on your instance, on your credentials, without us. Founders who buy the seat usually buy the first automation alongside it, because the person in the seat is the one who can see which month-end step is actually worth removing.

Where this sits in the four phases.

Every service runs through the same method: shadow the live operation, design the architecture, operate with your team, then hand over.

Phase 0 This service

Shadowing Blueprint

Diagnose in your live operation. Decision logic, data flows, role boundaries. We watch how the work actually gets decided before we touch anything.

Phase 1 This service

Design Architecture

Channel logic, audience model, KPI framework, MarTech, workflow. The operating system on paper, agreed with your leadership before we build.

Phase 2

Operate Running system

Operate with your team. Forecasting, media buying, automation. Enablement runs in parallel so ownership moves to your people while the system runs.

Phase 3

Control Handover

Attribution, incrementality, business impact. Then the handover cut: documentation, access, and usually the full-time leader we helped you hire.

Not inside

Training and enablement sessions: you get documentation, not a workshop programme. Ongoing maintenance: the automation is yours, and if you want someone watching it, that is the Fractional CFO seat or a separate arrangement. The wider operating system: if the honest answer is that finance is one symptom of a bigger process problem, that is OS Architecture, not five automations bought one at a time.

Runs well with

Start the conversation on Finance Automation

No cart, no checkout. You tell us the situation, an operator reads it, and we come back with scope and price.