CerevoIntel
Financial Workflow Optimization
Financial Workflow Optimization
We've spent years watching businesses struggle with financial processes that slow them down. Your accounting shouldn't be the bottleneck—it should be the engine that helps you make better decisions faster.
Talk About Your Workflow
Every business has different pain points. Some need better reporting, others need faster month-end closes. We start by understanding what's actually slowing you down, not what we think should be fixed.
We map out your existing processes and identify where time gets wasted. Usually takes about a week of working alongside your team.
We pinpoint exactly where your workflow breaks down—whether that's data entry, approval chains, or reporting cycles that drag on too long.
We rebuild your workflow with your team's input. The goal is making their day easier while giving you better visibility into your numbers.
Change is hard. We stick around for the first few cycles to make sure the new process actually sticks and people know how to use it properly.
Most businesses don't realize how much time they're losing until we actually measure it. One client was spending 12 days on their monthly close—turns out most of that was waiting for approvals and chasing down information that should have been automated.
We're not talking about fancy software implementations. Sometimes it's as simple as restructuring your approval workflow or changing how invoices get routed. Small changes that save hours every single week.
We focus on the financial operations that take up too much of your team's time and slow down your ability to make informed decisions. Here's where most of our work happens.
Your AP process shouldn't require three people and two weeks to pay invoices. We streamline approval workflows, automate data capture where it makes sense, and build in controls that actually work without creating bureaucracy. One manufacturing client cut their invoice processing time by 60% just by restructuring their approval chain and implementing smarter routing rules.
Reports that show up two weeks after month-end don't help anyone make better decisions. We work with your team to build reporting systems that deliver the right information at the right time—and in a format that people actually understand. This usually means simplifying what you're measuring and automating the data collection part.
The close process reveals everything about your financial workflow. If it takes three weeks, something's wrong with how information flows through your organization. We help businesses get to a 5-day close by identifying dependencies, eliminating unnecessary steps, and automating the repetitive stuff that doesn't require human judgment.
Knowing where your cash actually is shouldn't require detective work. We help set up systems that give you real-time visibility into your cash position, automate collection follow-ups, and build forecasting tools that actually reflect how money moves through your business. The goal is eliminating surprises—both good and bad.
We were doing our month-end close the same way for eight years. It took forever and everyone hated it. CerevoIntel came in and within six weeks we had a completely different process. Now we close in seven days instead of eighteen. The best part is my team actually understands why we do things this way now—it's not just arbitrary steps anymore.