Automation
Show me the work your team is tired of doing.
I sit with the person who does it, write down every step, and build it to run every month from the files you already pull. The hours go back to the analysis your board asks for.
One example: card allocation.
Every month, someone on the team codes a stack of card charges to programs, functions and grants by hand. This is that job, built.
Before
10 to 12 hours a month
Every charge coded by hand to a program, a function and a grant, by the most senior person on the team. Month-end waited on it.
After
About 30 minutes to review
The charges arrive coded. The ones the rules can't place come flagged with a reason, and the file imports straight into QuickBooks.
The hours come from one three-school network's month. The video runs on a demo school's data.
How every build goes.
01
Watch it done.
On a real month, beside the person who does it today. Every file, every click, every judgment call.
02
Write it down.
Every step, rule and exception goes into a written process your team keeps, whether I build it or not.
03
Build it and keep it running.
The repeat work runs every month. Nothing posts until your reviewer approves it, and when a bank changes its export, I fix it.
Work that fits.
If it repeats every month and starts from files you already pull, it's a candidate.
- Card allocations and AP codingThe example above
- Bank and card reconciliationsMatched line by line; only the breaks come to you
- Recurring journal entriesDrafted with support, posted on approval
- Budget to actual, school by schoolOne report per school leader, from the same close
- Variance notes for the board reportFirst drafts written from the transaction detail
- The whole month-end closeSee a full close run this way
It starts with one process. I take it apart end to end, and one piece of it comes back automated before we finish.
Your numbers stay yours.
Built on the files you already have, in your accounts. Student records stay out unless a signed data agreement covers them, and I'll sign one.
Nothing posts without your approval.
Every entry, file and report waits for a named reviewer, with a log behind every number.