Finance Automation • Live Prototypes • Built for CFOs

What Modern Finance Automation Actually Looks Like

Most finance teams spend 60–70% of their time on reporting and reconciliation. We built eleven working prototypes — spanning AR automation, FP&A forecasting, SaaS dashboards, manufacturing operations, real estate portfolios, and multi-entity consolidation. See exactly what enterprise-grade finance looks like for your business.

These are not concept decks.

Every prototype on this page has been implemented for real clients. We built them to be right-sized — no enterprise license, no 18-month rollout. Each one is live within 4–6 weeks. Browse the prototypes below, or book a call and we will walk you through whichever is most relevant to your business.

11 Working Prototypes
4–6 Week Implementation
Zero Enterprise License

Our Prototypes

Core automations. Real implementations. Measurable results.

01

AR Close & Cash Flow Engine

Automated AR reconciliation, exception flagging, and daily cash flow forecast — delivered by 8 AM.

  • AR recon from 3–5 days → 4 hours
  • Zero missed exceptions
  • 13-week cash forecast, auto-generated
View Prototype →
02

Month-End Close Accelerator

A structured automation layer that compresses a 20-day close into 5 days without adding headcount.

  • Close cycle cut by 70%
  • Auto-checklists with live status
  • Audit-ready close pack on day 5
View Prototype →
03

Rolling FP&A Forecast Engine

Always-on, driver-based rolling forecast with automated variance alerts and scenario modeling.

  • Planning cycle 6 weeks → 10 days
  • 3 live scenarios always available
  • Variance alerts before month-end
View Prototype →
04

Board Pack Automation

Auto-generated board packs pulled directly from live data — formatted, branded, and delivered on schedule.

  • Board prep from 2 days → 2 hours
  • Live data, zero manual formatting
  • Consistent, board-ready output every cycle
View Prototype →
05

Intercompany Reconciliation Bot

Automated matching and elimination of intercompany transactions across multi-entity structures.

  • Eliminates 90%+ of manual matching
  • Flags mismatches with plain-English explanations
  • Scales to 30+ entities without added FTE
View Prototype →

Interactive Dashboards

Live finance dashboards — explore the data, change the scenarios.

These six interactive demos let you click, toggle scenarios, and explore real finance outputs — built to show exactly what we deliver for SaaS CFOs, real estate operators, e-commerce brands, manufacturers, boards, and multi-entity groups.

06

SaaS CFO Dashboard

Full ARR waterfall, cohort retention heatmap, burn analysis, and 3-scenario EOY forecast — all interactive with live scenario toggles.

  • ARR waterfall: New / Expansion / Churn / Contraction
  • Base / Bull / Bear scenario selector
  • Cohort retention heatmap (12 cohorts)
  • Cash runway & CAC payback live KPIs
Open Live Demo →
07

Real Estate Portfolio Cash Flow

52-week rolling cash position with covenant floor alerts, DSCR by property, and occupancy tracking across a 19-property portfolio.

  • Weekly cash forecast vs $400K covenant floor
  • DSCR heatmap: Green / Amber / Red by property
  • Live covenant breach alerts panel
  • Portfolio NOI, occupancy & at-risk count KPIs
Open Live Demo →
08

E-Commerce True Margin Stack

Margin waterfall from reported 42% down to true 30% — exposing where 12 margin points disappear across returns, ad spend, and fulfilment.

  • Interactive return rate toggle (14% / 18% / 22%)
  • Reported vs True GM by channel
  • SKU contribution margin: Scale / Reprice / Kill flags
  • +400bps recovery roadmap with P&L impact
Open Live Demo →
09

Manufacturing FP&A Dashboard

Budget vs Actuals vs Rolling Forecast, EBITDA bridge, OTIF trend with revenue-at-risk, and capex portfolio tracker with IRR vs WACC.

  • 3-way variance: Budget / Actuals / Forecast
  • OTIF trend + revenue-at-risk calculation
  • Capex tracker: IRR vs WACC, Green/Amber/Red
  • EBITDA bridge waterfall (12 variance drivers)
Open Live Demo →
10

Board Reporting Pack

Investor-grade board pack with full group P&L, 8-entity variance analysis, cash flow waterfall, and forward look — print-ready light theme.

  • Group P&L: 8 entities, budget vs actuals
  • Revenue trend (8 quarters) + segment donut
  • Cash flow waterfall chart
  • Management commentary + Q2 forward look
Open Live Demo →
11

Gulf Multi-Entity Consolidation

Consolidated P&L across 8 entities with intercompany eliminations, month-end close tracker, IC reconciliation status, and FX exposure panel.

  • 8-entity P&L matrix with eliminations column
  • Close tracker: entity × step grid (done/pending)
  • IC recon: 28 pairs, auto-matched vs diff
  • Close cycle: 15 days → 3 days after EPM
Open Live Demo →

Not sure which prototype fits your business?

Book a 30-minute call. We will map your biggest finance pain point to the right automation and show you a live demo.

Book a Free Demo Call

FAQ

Frequently Asked Questions

Most core automations go live within 4–6 weeks. The first week is data connection and mapping. By week four, the system is running on real data. By week six, it is fully tuned and handed over to your team.

No. Every prototype connects to the tools you already use — QuickBooks, Xero, NetSuite, SAP, or Excel-based workflows. We build on top of your existing stack, not around it.

Our prototypes are designed for growing businesses — typically those that have outgrown spreadsheets but are not ready for a full enterprise platform. If your finance team spends more than 20 hours a week on reporting, there is significant value to unlock.

It is a consulting engagement that delivers a working automation. You own the output. We configure, implement, and hand it over — with training and documentation included.