01
Kickoff call (30 min)
We go through your team's weekly and monthly routines.
ClearClose Automation · Automation assessment
Your finance team is doing a computer's job.
A fixed-price assessment that finds the manual work in your finance and ops workflows and shows you exactly how to automate it.
For US companies with 50–500 employees.
Assessment overview
Find the manual work
01Map recurring manual workflows
02Rank the best-return automations
03Review tools, costs and timing
Kickoff
Review
Plan
The Problem
At companies with 50 to 500 employees, finance and ops teams often run on spreadsheets, email and copy-paste. Month-end runs long, reports are always a week behind, and your best people spend their time moving data instead of analyzing it.
A clear deliverable
What You Get
- 01A map of your team's recurring manual workflows
- 02The 3–5 automations with the best return, ranked by time saved and effort to build
- 03The recommended tools, rough costs and timeline for each
- 04A 30-minute walkthrough call to review the plan
A focused process
How It Works
A short assessment gives your team a practical plan before anyone commits to a build.
02
Workflow review (1 week)
I document where time goes and where the data breaks.
03
Your plan
You get a written roadmap and a walkthrough call. Use it with me, with your own team, or with anyone else.
Examples from finance and ops
Common Automations
- Invoice and receipt capture into your accounting system
- Automated weekly and monthly KPI reports
- Approval routing without email chains
- Syncing data between your CRM, ERP and spreadsheets
- AI-drafted first versions of variance commentary and reports
Pricing
Starting point
Automation Assessment
Founding client rate: $750 (normally $1,500). Limited to the first 5 companies. 1–2 weeks.
Guarantee
If I can't find at least 5 hours a week of work to automate, you don't pay.
Connected operations
Beyond the assessment
Finance and ops data often lives across CRMs, spreadsheets, ERPs and shared drives. Builds can connect those sources and keep data standardized, connected and monitored.
CRMs
Spreadsheets
ERPs
Shared drives
Standardized
Connected
Monitored
About
Workflows made clearer.
I'm Jerry Wyatt, a data engineer who's spent the last few years automating the work people shouldn't be doing by hand, from customer onboarding to daily sales reporting. Before that, I spent 17 years teaching, so I explain things in plain English, not jargon.
Common questions
FAQ
Is this a financial audit?
No. This is an operations and workflow assessment, not an accounting, attest or financial audit service.
Do you need access to our systems?
Not for the assessment. We work from walkthroughs and sample files. System access is only needed if you later hire me to build the automations.
Do we have to hire you to build them?
No. The plan is yours to use however you like.
Start here