# The finance workflows we design with you.

An agent interviews your team to draft the steps for the processes finance teams repeat.

Status: Service, mapped with each client

[Book a working session](https://www.cfosquared.com/contact) | [See GAAPx Revenue](https://www.gaapx.ai)

## The workflows

A workflow is the set of steps, the system and the review point for one process. Each line describes what we design toward with a client. None is a reported result.

- The close. The entries, reconciliations and checklists your team rebuilds every month. We design toward a month-end that finishes faster, runs nearly on its own, or runs continuously, with your people keeping the judgment calls.
- Order to cash. Billing and collections, from contract to cash, including the Salesforce data that feeds the books. Follow-ups and billing steps go out on time.
- Revenue recognition. The steps from a signed contract to recognized revenue, drafted with your team and your revenue policy.
- Accruals. The monthly estimates and the support behind them, with the reasoning kept where your team can find it.
- Reporting. Management reports and board packs built from data your team trusts. Your team's time goes to explaining the numbers.
- Audit support. The schedules and evidence an audit request asks for, so your team can answer from what is already on file.
- Accounts payable. Invoice intake, coding and routing, so invoices stop waiting for someone to find an hour.

## Revenue accounting has its own home

GAAPx Revenue is for revenue accounting.

GAAPx Revenue is the revenue agentic operating system for revenue accounting and revenue recognition. It lives at its own website, gaapx.ai, which opens in a new tab.

[See GAAPx Revenue](https://www.gaapx.ai)

## Use cases across the nine areas

The Score's nine areas each hold repeat processes that suit a workflow. Take the Score to see which of yours have the most.

[Take the GAAPx Score](https://www.gaapx.com)

## One process at a time.

We pick a process with you. An agent interviews your team and drafts the steps on one page. You review and finalize them and mark where a person checks the work, and then we build the agent. Your team decides which steps the agent takes on and what always comes to a person.

## Where to start

If you know the process, book a working session. If you are unsure, the GAAPx Score points at the areas with the most repeat work.

[Book a working session](https://www.cfosquared.com/contact)


Source: https://www.cfosquared.com/products/workflows