Illustrative reconciliation · A $32,000 difference needs review.
PHASE ONE / SFI PROCESS INTELLIGENCE
Start the recorder and work as usual. SFI writes the step-by-step procedure and flags repetitive work you could automate.
Platform illustration · Sample invoice review.
02 / FINANCE SOLUTIONS
Intercompany & consolidation
Match balances and investigate differences.
Journals & close operations
Prepare accruals and journals for approval.
Cash, payables & receivables
Match receipts and forecast cash needs.
Reporting & planning
Explain variances against plan.
Finance data foundations
Align accounts, entities and currencies.
Finance agents & controls
Flag missing evidence for review.
03 / FINANCE TRANSFORMATION ADVISORY
Bring a workpaper your team still fixes by hand. We’ll trace the bottleneck, test a change and hand it over to finance.
01
Map the process
Find handoffs, control gaps and steps worth automating.
02
Test one workflow
Compare the pilot with an approved close.
03
Hand it over
Give finance the approval rules, training and runbook.
04 / DELIVERY & GOVERNANCE
Controllers set the close calendar and decide what needs sign-off.
CONTROL / 01
Source and mapping
Finance approves source systems, mappings and control totals.
CONTROL / 02
Exceptions and approvals
Exceptions go to a named owner. Finance approves corrections.
CONTROL / 03
Evidence and handover
Keep the source workpaper, reviewer decision and approved output.
BUYER QUESTIONS
Our invite-only SOP Recorder turns a recorded task into an annotated procedure and flags automation opportunities.
Yes. Start with general ledger, payroll or bank exports. We validate mappings and totals before considering a direct integration.
Your designated finance reviewer resolves exceptions and approves the supported journal before posting.
ENTERPRISE ENQUIRIES
See the recorder or discuss a workflow with our team.