Find the hours hiding in your processes — and get them back. A prioritized automation roadmap with dollar savings, tool recommendations, and a 90-day action plan.
Buy Now — $1,497"We need to hire another person."
Usually, you don't. You need to stop doing manually what software can handle. But nobody has ever mapped out the real cost of your manual work.
Your team is spending 15–30% of their time on tasks that could be automated. Invoicing, reconciliation, reporting, data entry. The cost compounds every month.
You fill in two spreadsheets: your processes and your tools. The Automation Audit analyzes every recurring task — hours consumed, automation potential, tool redundancy, and ROI.
Output: a ranked list of opportunities with dollar savings, a phased 90-day roadmap, and specific tool recommendations. Not "explore automation" — an actual plan you can execute.
From a real audit of a 45-person company:
Identifies highest time-cost processes: annual hours consumed, automation readiness, and processes where labor cost exceeds $20K/year.
Scores feasibility, business impact, and implementation speed for each opportunity. Flags quick wins achievable in under 2 weeks.
Analyzes your software inventory for redundancy, integration gaps, missing tools, and cost efficiency.
Phase 1 (quick wins), Phase 2 (core automations), Phase 3 (strategic initiatives). Named tools, timelines, and dollar estimates.
$1,497
Your audit mapped the waste. The close process is usually the biggest bottleneck. Automate it: 15 steps, variance memo, team kit.
$2,997
Learn About Tier 4Document, diagnose, and optimize your entire financial operation — four tiers from $97 to $2,997.
View All TiersStart with Tier 2: Financial Diagnostic ($497) — it'll confirm whether efficiency is actually your problem. Or take our free Financial Health Checklist.
The audit maps the waste. Tier 4 fixes the biggest piece — the close. 15 automated steps, variance commentary, and a team kit your staff can run every month.