Automate Finance. Prove ROI. Fast.
Cut processing time by up to 70%. ROI proven in 3.2 months. Zero disruption to your operations.
Experience with Chalhoub Group (Chanel, Dior, Louis Vuitton) and enterprise finance departments. (Names for context only; no endorsement implied.)
From Manual Chaos to Automated ROI
Your finance team spends over 60% of their time on repetitive tasks. Invoice processing, reconciliations, report generation – skilled professionals reduced to data entry clerks. The costs are tangible: delayed closings, compliance risks, and burned-out talent.
I specialize in transforming finance operations through intelligent automation that delivers measurable ROI. Recent results speak for themselves: 275% ROI on invoice automation, 47 hours saved monthly on refunds, and error rates slashed from 15% to under 1%. These aren't projections—they're documented outcomes.
Outcome-Focused Automation Services
Every engagement is designed to produce a tangible business impact, from initial analysis to final handover.
Process Analysis & Optimization
- Map current-state workflows
- Calculate automation potential & ROI
- Design future-state efficiency gains
Automation Solution Design
- Build resilient RPA & Power Platform bots
- Develop custom scripts for legacy systems
- Integrate with your existing ERP
ROI & Business Case Development
- Quantify labor savings & error reduction
- Calculate payback period and NPV
- Present executive-ready justifications
Documentation & Training
- Create comprehensive process guides
- Deliver hands-on training for owners
- Establish monitoring dashboards & KPIs
Proven Results in Finance Automation
Real-world examples of automation delivering significant, measurable value.
Invoice Upload Automation
Problem:
Manual invoice data entry was slow, error-prone, and consumed excessive FTE hours.
Solution:
Deployed an RPA bot to read, validate, and upload invoice data into the ERP system automatically.
Results:
- 116 hours/month saved
- 275% ROI achieved
- Break-even in 3.2 months
Refunds Automation
Problem:
High volume of refund requests led to a 15% error rate and significant processing delays.
Solution:
An automated workflow that validates refund data against system records and processes payments.
Results:
- 47 hours/month saved
- Error rate from 15% to <1%
- 125% ROI achieved
Portal Automations
Problem:
Team members spent hours each day manually logging into multiple vendor portals to download reports.
Solution:
Developed scheduled bots to log in, navigate, and download necessary files, saving them to a central location.
Results:
- Eliminated daily manual downloads
- Freed FTE time for value-added analysis
- Improved data consistency and timeliness
A Disciplined Path to Automation ROI
My 7-step methodology ensures projects are delivered on time, on budget, and with maximum impact.
Discovery
We start by understanding your strategic goals and identifying key operational pain points.
Process Mapping
We document the current-state process in detail to uncover all inefficiencies and opportunities.
ROI Analysis
A data-driven business case is built to quantify the expected financial return and payback period.
Solution Design
I architect a scalable and resilient automation solution tailored to your technology environment.
Testing
Rigorous user acceptance testing (UAT) is conducted to ensure the solution is robust and error-free.
Deployment
The automation is deployed into your production environment with careful monitoring and support.
Training
Your team receives comprehensive training and documentation to manage the new solution.
This structured approach minimizes risk and ensures the final solution aligns perfectly with your business objectives.
Frequently Asked Questions
How do you prove the ROI for an automation project?
ROI is calculated using a clear formula: (Financial Gain - Project Cost) / Project Cost. We establish baseline metrics before starting (e.g., hours spent, error rates, processing costs) and measure the same metrics after deployment. This provides a data-backed, undeniable measure of the project's financial impact.
What is a typical project timeline?
A pilot or proof-of-concept for a single, well-defined process can take as little as 2-4 weeks. More complex, end-to-end automations typically range from 6-12 weeks. The timeline is always defined upfront after the initial discovery and process mapping phase.
How do you handle change management with our team?
Change management is critical. I involve key team members from the start, positioning automation as a tool to eliminate tedious work, not replace people. Comprehensive training and clear documentation ensure a smooth transition and empower your team to own and manage the new process effectively.
Will this work with our existing tech stack (Oracle/SAP)?
Absolutely. The technologies I use (RPA, Power Platform, VBA) are designed to be technology-agnostic. They work on top of your existing applications—ERPs like Oracle and SAP, CRMs, web portals, and legacy systems—without requiring expensive API development or system changes.
Ready to Calculate Your ROI?
The free consultation includes a high-level process assessment and a potential ROI projection. No obligations.
Your information is confidential and will only be used for our consultation.