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Back-Office Automation

The reconciliations and handoffs nobody wants to own

Usually owned by

  • Finance
  • HR
  • Operations
  • Revenue Operations
12-20 hrs
Senior time recovered per week

Typical across three to four automated processes

94%
Reconciliation breaks caught nightly

Versus monthly discovery at close

1 day
Employee onboarding, from a week

The change

What actually differs afterwards

Not a maturity model. The concrete difference in how the work happens.

Today

  • A weekly reconciliation between two systems, done by hand
  • Approvals chased over email with no record of who is waiting
  • Employee onboarding as a checklist somebody forgets
  • Monthly reporting assembled by copying between spreadsheets
  • Institutional knowledge held by one person who is on leave

Afterwards

  • Reconciliation runs nightly and reports only the breaks
  • Approvals routed with reminders and a full audit trail
  • Onboarding triggered from the HR system, end to end
  • Reports generated from source data on a schedule
  • The process is documented because it is now code

The costs nobody puts in a business case

Back-office inefficiency does not appear on a P&L line. It appears as a financial controller spending Thursday afternoons in Excel, a founder approving expenses from their phone at midnight, and a monthly close that takes nine days because three systems disagree and someone has to work out why.

None of it is urgent. All of it compounds.

What good looks like

Reconciliation. Runs nightly, not monthly. Reports only breaks, with both source records attached. Breaks found the next morning are cheap; breaks found at close are an investigation.

Approvals. Routed by rule, with automatic reminders, escalation on age, and a record of who approved what and when. Email threads are not an approval workflow, and they do not survive an audit.

Onboarding and offboarding. Triggered from the HR system. Accounts, access, equipment, introductions and the first-week checklist, all executed and tracked. This also closes the most common security gap in a growing company.

Reporting. Generated from source systems on a schedule, with the numbers traceable back. If your board pack is assembled by hand, some part of it is wrong this month and nobody knows which part.

Sequencing matters

Some automations make the next one cheap. Getting clean, reliable data out of a source system is worth doing before three separate processes that all depend on it. The readiness audit sequences the backlog on that basis, which is why the second and third automations usually cost less than the first.

FAQ

Questions we get asked

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