A 90-minute audit that maps your finance team's repetitive workflows to specific AI Skills — with a customized implementation playbook for your close cycle, your COA, your team.
Every CFO is being told the same thing: use AI more. Every controller has tried, then closed the tab.
The block isn't capability. AI can absolutely draft a journal entry, walk through a bank rec, estimate an accrual.
The block is audit defense. AI confidently makes up account numbers, period cutoffs, and reconciling items. Once a controller sees that happen once, they can't trust the output for anything that touches the close.
Audit and implementation playbook for one finance team. Delivered as a written report + 90-minute Zoom walkthrough + 30 days of email follow-up.
A documented map of every recurring close-cycle workflow your team runs — what's done weekly vs monthly vs quarterly, who owns each, and how many hours each consumes.
Each workflow scored on how well it fits AI augmentation — repetition, structured inputs, materiality of errors, audit-trail requirements. Red/yellow/green categorization so you know where NOT to start too.
The specific AI Skills (procedural instruction sets) you should deploy first, with expected hour savings per close cycle. Often pulled from the Treasury Skill Pack, sometimes custom-scoped to your workflow.
For each Skill: the exact COA references, materiality thresholds, fiscal calendar, and approval matrix that need to be customized before deployment. Saves the 60-90 minutes of trial-and-error per Skill.
A 1-page protocol your team uses to document AI-assisted work — how to capture the prompt, the input, the output, and the human review. Survives external audit walkthroughs.
Email follow-up for 30 days post-audit. Stuck on customization, output formatting, or buying decisions? Reply to me. Most questions answered within 24 hours.
Short questionnaire about your team size, ERP, current close timeline, and the workflows that hurt the most. Your answers shape the focus of the audit call.
Walk through your close cycle workflow by workflow. I ask the questions that surface the right details. We jointly score each for AI suitability. Recorded so you can revisit.
15-25 page PDF. Workflow inventory, suitability scoring, top 3-5 Skill recommendations with rationale, customization plan, audit-defense framework, prioritized 30/60/90 day implementation roadmap.
Implementation questions, customization gotchas, output formatting issues. I reply within 24 hours during the support window.
Two ways to engage. Pick the one that fits.
Both options come with a 7-day money-back guarantee. If the audit isn't useful, I refund — no questions.
I spent 11 years in US treasury operations at an investment management firm. Managed the operational systems handling billions in client assets. Built audit-grade documentation. Ran close cycles where "we wing it" wasn't an option.
When AI tools matured to the point where they could plausibly help with finance work, I tried them. They were either useless (couldn't handle real complexity) or dangerous (confidently wrong in ways that wouldn't survive audit review).
The fix isn't better AI. It's better instructions for the AI. The Treasury Skill Pack and this audit are how I help finance operators get the productivity gains without the audit-fail risks.
Book your audit. Pre-call questionnaire goes out within an hour.
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