F Financial Operations Autopilot
Interactive concept demo
Experienced oversight × intelligent automation

Your finance team’s repetitive work—handled.

Turn job descriptions and recurring back-office tasks into controlled workflows. Your people retain approvals and judgment; automation handles the chase.

$200M capital portfolio experience$13M surplus-asset savings$75M annual receivables operation

Automate the repetition. Preserve the judgment.

Finance Operations Manager — sample responsibility map

CONTROLLED BY APPROVALS

Automation handles

Renee / client team handles

A workflow that keeps moving

See routine receivables follow-up run from trigger to exception.

01Invoice agesERP or accounting trigger reaches day 30.
02Contact sentPersonalized email and SMS follow-up.
03Response sortedPromise-to-pay, dispute, or no response.
04Exception routedOnly unusual cases reach a person.
05Report updatedAging and next action stay current.

One monthly view of what matters

Illustrative management packet generated from connected operating data.

SAMPLE DATA
Receivables collected
AprMayJunJulAugSep
AI-prepared briefing
Attention: Three invoices over $25K need human review.
  • 90+ day balance declined for the second month.
  • Two customers confirmed payment dates this week.
  • Capital request #184 exceeds budget threshold by 8%.
Reviewed before delivery by an experienced finance operator.

Job postings become opportunity signals

The system detects automatable work and drafts relevant, connection-aware outreach.

ALUMNI MATCH FOUND
Opportunity score
92

Strong match between the role’s responsibilities and proven operating experience.

AR workflowsBudget reportingHigher educationShared alumni network
Personalized first-touch draft

Subject: Before you add more manual finance work

I noticed your team is hiring for a finance operations role with responsibility for reporting, receivables follow-up, approvals, and document collection.

We built a managed automation system around workflows Renee previously led across Cornell, Binghamton University, and GE/Baker Hughes. It automates the repetitive coordination while your team keeps every financial approval and judgment call.

Would a 15-minute workflow scan be useful before you finalize the position?

Company-facing video sales letter

A 2½-minute script that opens with the hiring trigger and closes with a low-friction workflow scan.