Your finance team is under pressure to do something with AI.
The hard part is choosing work that is worth changing without creating another tool for the team to babysit or another risk for finance to own.
In one free 30-minute meeting, we will find the most promising place to begin, why it matters, and the next practical step.
Bring the situation as you understand it. The call ends with a useful answer whether or not we work together.
Free 30-minute call a clear place to start
You do not need to know where to start.
Tell me how the finance team works today: what repeats, where people wait, what gets copied between systems, and where controls matter.
I bring the finance, accounting, systems and AI judgment. If AI is not the right answer yet, I will tell you that too.
One finance workflow, redesigned around AI in ten business days.
If the opportunity is real, the Finance AI Workflow Sprint turns it into a controlled pilot your team can run and review.
The result is a redesigned workflow in your team's hands and a clear decision about what happens next.
Map the real work, exceptions, hand-offs and controls; decide what each part should own.
Use approved data and tools, then test the new workflow on agreed cases with the operator.
Train the operator, document review points and decide whether to launch, test again or stop.
10 business days · DKK 50,000 excl. VAT.
Find the first workflow worth changing.
Bring the work that hurts most, even if the workflow boundary is still unclear. In 30 minutes, we will identify the best place to begin and the next practical step.
A finance-specific place to start.
Tell me where the team loses time or confidence. I will point to the most promising starting point and give you the first practical step.
Prefer email? Write to JE@joelevert.com.