CFO automation
The deadline is fixed. The numbers arrive late. And the CFO still has to get everything right.
We automate recurring data collection, reconciliation, control and reporting, so your CFO receives reliable information sooner and has more time to explain what changed, decide what matters and act before it is too late.
One recurring process. Working in 30 days. Human control throughout.
The CFO's real problem
Too much senior finance time is spent preparing information instead of using it.
The deadline does not move
Once the numbers arrive, the report is expected immediately. Manual preparation leaves too little time for analysis and explanation.
One mistake can damage trust
A copy-paste error in a management or board report can make people question every number in the presentation.
Finance is producing information instead of using it
Senior time goes into collecting, checking and reconciling data instead of understanding what changed and deciding what to do.
Problems are discovered too late
Margin leakage, liquidity deviations and unusual costs are often found at month-end, after the best opportunity to act has passed.
Important obligations are buried
Prices, notice periods, renewals and renegotiation opportunities remain hidden inside long contracts until money or leverage is lost.
Automation handles the preparation. The CFO keeps the judgement.
Automation handles
- Collecting data
- Reconciling sources
- Repeating calculations
- Comparing periods
- Finding exceptions
- Preparing reports
The CFO can focus on
- Understanding what changed
- Explaining why it changed
- Deciding what matters
- Acting earlier
- Leading the business
Finance work worth automating
Which recurring process should you stop rebuilding?
The best first automation is usually work that returns every week or month, follows recognisable rules and produces an output the CFO already needs. Start with one process that consumes time, creates pressure or is vulnerable to mistakes.
Recommended first automations
These processes are recurring, measurable and normally suitable for a low-risk first implementation.
Solution area
Showing 47 of 47 solutions. Select one to see the detail.
Contracts and costs
Are you paying what you agreed?
Supplier contracts contain prices, discounts, freight terms, renewal dates and notice periods. We extract the important terms, compare them with actual invoices and alert the CFO when something differs or a deadline approaches.
The automation identifies possible deviations. The CFO decides whether to investigate, challenge or renegotiate.
Working solution
Pricing automation is already operational.
PricePilot combines costs, freight, margin requirements, competitor prices and commercial rules to prepare explainable pricing recommendations. It demonstrates the same Etaility approach: collect the data, apply the rules, highlight the opportunity and keep the human in control.
See PricePilot
Risk ladder
Start with the work that is valuable to automate and safe to control.
Level 1 - initial focus
Prepare and highlight
Data collection, reconciliation, comparisons, reports, dashboards, alerts and draft commentary. Read-only wherever possible, and an employee reviews the output before it is used.
Level 2 - later
Recommend and route
Recommendations, prioritisation and approval workflows. A human approves material decisions.
Level 3 - not the starting point
Execute
Payments, accounting postings and autonomous financial actions require stronger governance and are not part of the initial offer.
Which finance process should we investigate first?
Bring one recurring report, control or analysis that consumes too much time. The first week of the sprint is used to compare the opportunities and identify the automation with the strongest business case.