Find your top finance automation opportunities.
See where manual reconciliations, spreadsheet approvals, and exception handling are slowing your close and increasing audit risk, and what to do about it.
- Quantify labor and cycle-time savings across your top processes
- Identify control gaps and audit-trail improvements
- Receive a prioritized 90-day roadmap and recommended pilot
What you’ll receive.
A board-ready benchmark prepared by Kognitos’ Finance Practice. Delivered as a PDF within 5 business days of your working session.
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01
Top automation opportunities
The finance workflows with the highest combined impact on cost, cycle time, and risk, ranked by ROI and implementation fit.
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02
Estimated labor and cycle-time savings
FTE hours reclaimed, close days removed, and 12- and 24-month savings ranges for each candidate process.
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03
Control and audit improvements
Mapping to SOX, internal audit, and external auditor expectations, with the gaps to close before scaling automation.
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04
Recommended pilot use case
The highest-fit, lowest-risk workflow to deploy first. Scoped so the result is unambiguous to your CFO and audit committee.
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05
Prioritized implementation roadmap
A 90-day sequence with milestones, dependencies, and stakeholder roles, co-authored with your team.
See what your scorecard looks like.
A preview of the executive report your team will receive, with the underlying detail your CFO and audit committee will want to see.
Each scorecard includes a 90-day implementation roadmap, governance and control review, and stakeholder map. Underlying methodology and benchmark dataset are documented in the appendix.
Processes we assess.
We focus on the work that drives your close, your controls, and your operating cost.
Account reconciliations
Match, investigate, and clear high-volume reconciliations without spreadsheets.
Month-end close
Compress close cycle days by removing manual review and handoff bottlenecks.
AP invoice processing
Capture, code, and route invoices with full exception handling and approvals.
Cash application
Apply payments to invoices accurately, including partial pays and remittance gaps.
Journal entries
Prepare, post, and document recurring and ad-hoc entries with audit-ready logs.
Shared services
Scale finance operations across business units without adding headcount.
Why finance leaders request this assessment.
Most finance teams know where the manual work lives. The harder question is which work to automate first, and what each opportunity is worth.
This assessment identifies where governed AI can deliver the fastest and safest operational impact, before you commit pilot budget, executive sponsorship, or audit committee attention to the wrong workflow.
Common questions.
What to expect when you request the assessment.
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A 30-minute working session with a Kognitos finance practitioner, plus a written scorecard covering your top automation opportunities, estimated savings, a governance and audit-readiness review, a recommended pilot, and a 90-day implementation roadmap.
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Five business days from your working session to the delivered scorecard. We schedule the working session within 48 hours of your request.
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Yes. There is no cost and no commitment. We do this work because finance leaders make better decisions when the analysis is specific to their environment, not generic to their industry.
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Typically the Controller, a Finance Operations or Shared Services leader, and one person close to the systems (ERP, AP, reconciliation tools). 30 minutes is enough for a useful scorecard.
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A 24-page PDF scorecard personalized to your environment, plus an editable executive summary your team can share with your CFO, audit committee, or board.
See where to start. With numbers, not opinions.
Request your free Finance Operations Automation Assessment. We’ll deliver your scorecard and roadmap within five business days.