01Close · Accruals · Review
Month-end close
Find bottlenecks, missing inputs, reviewer delays and control gaps that keep the close running late.
Finance process sprint for CFOs
Month-end close, reporting packs, forecast packs, reconciliations or overtime assurance. Start with one process, prove the benefit in client data and only proceed if the CFO-approved case stands up.
The sprint is deliberately narrow. Pick one repeat finance process, baseline the pain, build a reviewable workflow and test whether the benefit case is strong enough to continue.
Find bottlenecks, missing inputs, reviewer delays and control gaps that keep the close running late.
Build a controlled pack with source-linked commentary, visible exceptions and clear reviewer sign-off.
Shorten the pack cycle, expose driver gaps and make forecast changes easier to challenge.
Surface unresolved items, stale reconciling balances and the evidence needed for review.
Test leakage, approval controls and unusual patterns before the cost lands in reporting.
A strong first finance build: one painful process, controlled source data, a reviewable output and a named finance owner.
Built from enterprise finance delivery patterns. Client details are withheld where confidential.
£50k to £66k fixed scope · four weeks
One finance process, one benefit case and one CFO go/no-go decision.
No sales pitch · blunt feedback invited
For CFOs, finance leaders and advisers who will help sharpen the sprint.
Only after the benefit case stands up
If the first process proves value, decide whether to extend or stop.
What we are asking for now
We are asking CFOs, finance leaders and people close to CFOs to pull apart the two-page sprint outline before it goes wider. The first question is simple: which finance process creates the biggest avoidable drain?
The point is not to buy AI. It is to test whether one painful finance process can justify a controlled change with evidence a CFO can trust.
Agree the finance pain, owner, baseline effort, source pack and the decision the CFO needs to make.
Map the controls, connect the evidence and create a reviewable workflow or pack for the chosen process.
Test the output, quantify the benefit and give finance a clear stop, improve or scale decision.
A good first build: repeated every month, consumes skilled finance time, follows recognisable rules and has an output a person can approve.
Ask for the two-pager →We bring twenty-five years turning operational problems into software across energy, government, insurance, property and private-equity portfolios.
We scope the work, build the system and remain accountable through acceptance. You get direct access, fixed pricing and the source code.
We will send the two-page finance process sprint outline and ask one question: which part of the finance month creates the biggest avoidable drain?
Or email directly: chris[at]3-2-1.io