Finance and Operations Playbooks
Playbooks for the workflows that cost you the most.
Finance and operations packages with proven ROI. Built for teams that measure everything.
Playbook 01
Invoice Processing and Validation
AP teams spending hours on data entry and chasing approvals.
Manual invoice processing is one of the most expensive invisible costs in a business. Every invoice touched by human hands costs time, introduces error, and delays payment runs. This playbook eliminates most of that.
What it does
- Extracts data from invoices automatically
- Validates against contracts and purchase orders
- Flags discrepancies before payment releases
- Routes exceptions for approval
- Writes validated data to your accounting system
Works with
Bonus: Cash leak prevention
Contract compliance checks catch discrepancies between what was agreed and what was invoiced. In most deployments, the system pays for itself within the first caught error.
From our deployment: $44,000 annual savings. Running five months. Under 2% error rate.
From our deployment
62.5 hours per week recovered across a five person executive team. CEO used real time margin analysis during merger negotiations. $80,000 in time recovery value.
Playbook 02
KPI Pulse Pack
CFOs spending mornings pulling numbers from five systems.
Executives make better decisions with better information. The problem is not the data. It is the time it takes to pull it together each morning. This playbook delivers a narrative snapshot to your inbox or Slack before you even open your laptop.
What it does
- Connects to ERP, CRM, and bank feeds simultaneously
- Generates daily snapshot with AI narrative
- Highlights anomalies and emerging trends
- Delivers to inbox or Slack at your chosen time
Works with
Playbook 03
Renewals Guardrail
Contracts auto renewing on unfavorable terms because nobody was watching.
Contracts auto renew quietly. Unfavorable terms lock in for another year. Vendors bank on the fact that you are too busy to notice. This playbook puts a watchdog on every contract in your portfolio.
What it does
- Monitors contract expiration windows continuously
- Alerts you 90, 60, and 30 days before expiration
- Drafts renewal options with negotiation points
- Tracks renewal decisions and outcomes
Works with
What this really costs you without it
The average mid-size business has dozens of contracts. Each auto renewal at existing rates is money left on the table. Even recovering one unfavorable renewal typically exceeds the cost of the entire deployment.
- Prevents costly auto renewals
- Restores negotiation leverage
- Improves budget predictability
What we typically find
- Redundant automations doing the same thing across multiple platforms
- Silent failures nobody knows about
- Subscriptions paying for unused capacity
- Dependencies that break when someone leaves
Playbook 04
Automation Audit
You have 47 Zaps, 12 Power Automates, and nobody knows what they all do.
Most organizations that have been automating for a few years have accumulated a tangle of workflows across multiple platforms. Some duplicate each other. Some are broken. Some are costing you money every month for no reason. This playbook maps everything and gives you a consolidation plan.
What it does
- Inventories all automations across platforms
- Maps dependencies and failure points
- Identifies redundancies and cost savings
- Creates a consolidation roadmap
Works with
Not sure which playbook fits your situation?
We'll audit your operations and identify which workflows are costing you the most time and money. Then we show you the math before you commit to anything.