AI consulting for every finance process
We audit any finance workflow for AI automation potential — payroll, tax prep, expense management, consolidation. If it's manual and repetitive, we can automate it.
Your finance function has dozens of processes still running on spreadsheets
Bookkeeping and AP/AR get all the automation attention — but your finance function has dozens of other processes that are still manual. Payroll reconciliation, tax prep workflows, expense management, financial consolidation, donor management, grant tracking.
Each one is a small time sink on its own. Together, they consume hundreds of hours per month across your team. And because they're fragmented, no single tool addresses all of them.
You don't need another SaaS platform. You need someone who can look at your entire finance operation, identify the highest-ROI automation opportunities, and build them.
How CFO Catalyst solves this
We start with a comprehensive finance process audit, then build targeted automations for the workflows that deliver the most value.
Finance process audit
A comprehensive review of every finance workflow with an automation roadmap.
Payroll automation
Automate payroll reconciliation, journal entries, and compliance checks.
Tax prep automation
AI-powered tax workpaper preparation and document collection.
Expense management AI
Automated expense categorization, policy enforcement, and approval routing.
Multi-entity consolidation
AI-powered financial consolidation across entities, currencies, and standards.
Industry-specific solutions
Custom automations for healthcare, nonprofit, real estate, and law firms.
From discovery to deployed
Discovery
30-minute call to understand your tech stack and pain points.
Audit
We map workflows, identify highest-ROI opportunities, and estimate costs.
Build
We build and deploy automations inside your existing tools. 2–8 weeks typical.
Optimize
We monitor performance, tune accuracy, and expand as you see results.
Results you can expect
Manual audit
AI roadmap
Automation planning
Fragmented
Unified
Process automation
Weeks
Days
Implementation time
Varies
2–10x ROI
Typical return
Transparent pricing
Start with a discovery engagement — it's low-risk and shows you exactly where the money is. No implementation commitment required.
Common questions
Ready to find your highest-ROI automation opportunities?
Book a free 30-minute finance automation audit. We'll identify your highest-ROI automation opportunities and give you a clear implementation roadmap — whether you work with us or not.
Book Free Audit