Start with your Score, then one process

Your finance team has a process it keeps meaning to fix. The invoice coding, the monthly accrual, the reconciliation that someone rebuilds every close. Start with one.

The score first

The GAAPx Score is a free self-assessment. It shows your stage in nine areas, from Manual to Agentic, so you can see where you are and which area to fix first. The score shows a stage. It does not give a verdict.

The process you keep meaning to fix

Pick one process in that area. Invoice coding is a common one. So is a monthly accrual, or a reconciliation your team rebuilds each month.

Why one

One process is small enough to finish and real enough to judge. You see what a better process looks like before you commit to more.

What the first conversation covers

We ask which process you chose, who on your team owns it, and which systems it touches. You decide what stays a human step.

What you end up with

• The steps drafted and reviewed.
• The redesigned process.
• A plan for what comes next.
• An agent or automation, if the process calls for one.

Who does what

You decide which process, who owns it, and what you keep as a human step. We build the written process and the redesigned steps. Your team runs it after that.

Your first step

Take the Score. Then send us the process and the systems it touches, and we reply with the questions we would ask your team.

What comes after

The next process, as far as you want to go. See finance transformation for the whole path.