Operations & Throughput · Use Case Hub
How to automate finance back office with AI across 13 industries with a scoped engagement page. Workflow design, AI agents, governance, and the KPIs (close cycle time, exception rate, invoice processing cost, and forecast variance) we report on weekly. Pick your industry below.
Projects from $15k · Refundable 7 days · Kickoff within 5 days
Primary outcome
reduce manual finance work without losing control
What we ship
invoice workflows, reconciliation assistant, variance explanations, and approval controls
KPIs we report on
close cycle time, exception rate, invoice processing cost, and forecast variance
Automating finance back office with AI is not a single product you buy. It is a workflow you redesign around AI as the operating layer. The agent handles the high-volume, high-structure tasks. Humans handle edge cases, exceptions, and trust-sensitive decisions. The system is instrumented to measure close cycle time, exception rate, invoice processing cost, and forecast variance and improve weekly.
What changes by industry is the systems the agent integrates with, the data it retrieves over, the controls it operates under, and the KPIs it has to defend. The architecture is similar; the integration and the controls are different.
13 industries with a scoped engagement page for finance back office. Each is a dedicated build with industry-specific systems, controls, and pricing.
Automate Finance Back Office in Legal Services
DMS · CLM · e-discovery
Automate Finance Back Office in Accounting
GL · ERP · tax software
Automate Finance Back Office in Consulting
knowledge bases · CRM · project management
Automate Finance Back Office in Marketing Agencies
ad platforms · CRM · project management
We map your existing finance back office workflow, identify high-volume and high-structure tasks, build an AI agent that handles those tasks, and route low-confidence cases to a human reviewer. The build connects to the systems your industry already runs on, runs against a labelled test set, and ships behind a reviewer queue before it sees production traffic. We measure close cycle time, exception rate, invoice processing cost, and forecast variance from day one and improve weekly.
There is no single off-the-shelf "best" agent for finance back office — the right architecture depends on the systems and data of your industry. We typically combine a frontier LLM (Claude, GPT-4-class, or Gemini) with a retrieval layer over your approved sources, tool-use for your stack, and a reviewer queue. We benchmark candidates against a labelled test set during Discovery and pick the model with the best accuracy/cost ratio.
Three phases, billed separately. Discovery sprint: $6k. Build engagement: $20k–$28k. Run retainer: $2.5k–$4k / mo. ~$32k–$58k typical year 1 (60% take the run option for ~6 months). Pricing varies slightly by industry — see the industry-specific pages below.
Thin-slice in production in ~6 weeks after Discovery, full Build phase over 6-10 weeks. By day 90, close cycle time, exception rate, invoice processing cost, and forecast variance is instrumented and you have a baseline against which to expand to adjacent workflows.
13 industries listed below have a scoped engagement page for finance back office, each with industry-specific systems, controls, and KPIs. Common starting industries include Healthcare Providers, Pharmaceuticals, Biotechnology, Retail, Automotive, and others. Don't see yours? We build for any sector — tell us about your workflow and we'll scope it.
We own workflow design, prompts, retrieval architecture, evaluation harness, and weekly improvement. You own data access, policy, exception approval, and final commercial decisions. At the end of the engagement, every prompt, eval, and config is handed over — no lock-in.
Selected portfolio
A rotating selection of engagements where finance back office was a primary driver, drawn from our active portfolio. Sectors and scope are accurate; client identities are withheld under engagement NDAs.
Q4 2025
Multi-vertical consulting group · Europe
Internal automation tool to streamline workflows, reduce manual administrative load, and improve operational efficiency across consulting and management processes. Integrates with existing systems rather than replacing them, automating handoffs and document flows that previously moved through email.
Q2 2026
Mid-market property operator · GCC region
Role-scoped portal for property managers, accountants, and maintenance staff. Reuses the OA data model from the management SaaS (zero duplication), adds multi-association switching, maintenance ticket lifecycle, financial reporting, and document storage tied to each association workspace.
Q4 2025 → Q1 2026
Mid-market property operator · GCC region
Full operational backbone for a property operator running multiple owners associations: properties, units, owners, accounting, service charges, budgets, maintenance, violations, and a resident-facing community portal — replacing a patchwork of spreadsheets and disconnected accounting tools.
Client identities withheld under engagement NDAs. Sector, geography, and scope are accurate. Full case studies on request.
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Start the engagement
Tell us about your workflow, the systems involved, and the KPI you want to move. We'll send a scoped statement of work within 5 business days.