Custom Automation Solutions

Our Custom Automation Solutions are tailored to meet the specific needs of your finance and accounting departments. We specialize in automating repetitive and time-consuming tasks, allowing your team to focus on more strategic activities. Using advanced data science techniques, we create Excel and python based automation tools that streamline your workflows, enhance data accuracy, and improve overall efficiency. Some of our automation services include:

• Report generation and analysis. No more 'cutting and pasting' or downloading of data from multiple data sources to Excel to create a report.
• Use public and private Application Programming Interfaces (API's) to automatically get the data you need or leverage your existing databases from your other financial systems (i.e. revenue or financial planning applications). Stop downloading files to a server or a desktop computer to get the data you need.
• Compilation of your financial reports. Represent your financial operations in custom presentation formats without touching the data (i.e. financial statement vs. contribution margin reporting).
• External and internal audit preparation processes. Significantly reduce the time to get the work done. You have received the audit request list and you are overwhelmed with the amount of work your accounting team needs to do between now and the arrival of the auditors, NOT! We can show you how to automate workpaper preparation and communication with the auditors. Want to review and audit 100% of your financial transactions rather than a sample? No problem and welcome to the world of Python and advanced analytics where the volume of data is not an issue. Let us show you how.
• Fraud detection analytics routines. We develop and run custom programs that search through your data for transactional anomalies. The identified transactions serve as a starting point for continuous fraud detection review for both internal auditors and your external financial statement audit team.
• Management Discussion and Analysis (MD&A) and Finance Committee reporting. Form an automated 'end to end' workflow to create these documents in minutes instead hours or days.
• Revenue analysis and validation processes. Automate the revenue 'proof' workflow and integrate it with your patient / customer facing point of service solution.

Our solutions are designed to be scalable and adaptable, ensuring they can grow with your organization. We work closely with you to understand your unique challenges and develop automation tools that address them effectively. Simplify your financial processes and boost productivity—contact us to discover our custom automation solutions today!