Built into your stack
Automate the close. Free your people for the advisory work.
n8n-powered workflow automation for accounting firms and in-house finance teams. We wire up the data pulls, reconciliations, and report generation that eat your team's evenings.
Book a consultationWhat this is
Workflow automation, finance-aware.
Most automation consulting is generic. Someone who has never closed a set of books is unlikely to build a close-automation flow that actually works. This is built by a finance person, for accounting firms and finance teams who want their close, reconciliation, and reporting flows to run themselves.
The core tooling is n8n: an open-source automation platform you can self-host or run in the cloud. Flexible, code-aware when it needs to be, and your data stays where you want it. We design the flows, you operate them.
What gets automated
Where the time savings live.
Data pulls
QuickBooks, Xero, NetSuite, Stripe, bank exports. Scheduled, validated, and stored where you need them.
Reconciliations
Bank-to-book, AR aging, AP aging, intercompany. Automated checks, exceptions flagged for human review.
Report generation
Variance reports, KPI summaries, board-ready PDFs. Versioned, dated, never overwritten.
Client deliverables
Per-client packaging and delivery. Same template, customized content. Audit-ready trail of every send.
Notification flows
Slack, Telegram, email alerts when a close artifact is ready, a reconciliation breaks, or a client message arrives.
Audit prep
Workpaper assembly, support documentation gathering, request tracking. The boring half of the audit.
How engagements work
Build, hand off, support.
Most engagements run as fixed-scope projects: we scope a specific set of flows, build them in a staging environment, run a paper test on real data, train your team, and hand off. Ongoing support is optional and priced separately.
Pricing depends on:
- Number of flows in scope
- Number of data sources (QuickBooks, Xero, etc.)
- Whether you self-host n8n or use the cloud version
- Training and handoff requirements
The first consultation is free and produces a written scope. Most starter engagements run between one and four weeks of build time.
Free your team from the repetitive work.
One consultation. Real scope. We figure out together whether automation makes sense for what you do.
Book a consultation