Automation Assessment
Review selected finance processes and identify practical automation opportunities.
Services
Automate the Work That Shouldn't Stay Manual.
VnV Global combines finance-process knowledge with technology capability to identify repetitive activities that can be standardised, integrated or automated.
We focus on improving the operating process rather than introducing technology for its own sake.
Operating flow
- 01
Manual Process
- 02
Standardise
- 03
Integrate
- 04
Automate
- 05
Monitor
What the Service Covers
What Finance Automation Covers
Scope is defined around the finance processes that carry the most manual effort and control risk.
Workflow automation
Accounting integrations
Document processing
Reconciliation automation
Approval workflows
Reporting automation
Data integration
Custom finance applications
The Operating Challenge
Why Finance Processes Stay Manual
Repetitive Manual Work
Teams spend significant time moving data between systems and spreadsheets.
Disconnected Systems
Accounting, banking, payroll, reporting and operational platforms do not communicate effectively.
Spreadsheet Dependency
Critical finance processes rely on uncontrolled spreadsheet workflows.
Automation Without Process Design
Technology is implemented before the underlying process and control requirements are understood.
How VnV Delivers the Service
How Automation Work Is Delivered
- 01
Understand
The current process, data flows, systems and control requirements are mapped with the people who run the work.
- 02
Standardise
Steps, definitions and exceptions are stabilised before any technology is introduced.
- 03
Design
Workflow, integration and control design is agreed, including validation rules and exception handling.
- 04
Automate
The workflow, integration or application is built, tested and moved into production after user acceptance.
- 05
Monitor & Improve
Exceptions, usage and outcomes are monitored, and the process is refined over time.
Typical Activities
Typical Activities
- Finance-process mapping
- Workflow design
- Data-flow analysis
- Accounting-system integrations
- API integrations
- Spreadsheet replacement
- Reconciliation workflows
- Document extraction
- Approval workflows
- Automated reporting
- Exception dashboards
- Data validation
- Custom applications
- User acceptance support
- Process documentation
- Post-implementation improvement
Controls & Review
Controls & Review
Process ownership
Access controls
Approval controls
Validation rules
Exception handling
Audit trails
Change control
User acceptance testing
Documentation
Periodic review
Technology Enablement
Technology Built Around Finance Workflows
Our technology capability is grounded in practical accounting, audit, tax and finance operations.
- 01
Integrate
Connect accounting, banking, payroll and operational systems.
- 02
Automate
Reduce repetitive processing, reconciliation and workflow activity.
- 03
Control
Build approval rules, validations, access controls and audit trails into processes.
- 04
Visualise
Create operational dashboards and management reporting.
- 05
Build
Develop purpose-built applications where standard software does not address the process requirement.
Automation is applied where the process and control environment support it. Not every workflow needs, or benefits from, artificial intelligence.
Engagement Models
Ways to Engage
The same service can be delivered through different operating models depending on volume, internal structure and the level of ownership required.
Defined Automation Project
Design and implement a specific workflow or integration.
Continuous Improvement
Ongoing identification and implementation of process improvements.
Technology-Enabled Managed Service
Combine VnV delivery teams with automation within a managed finance process.
Who This Is For
Where Finance Automation Support Fits
Accounting & CPA Firms
Practice workflows, workpaper automation, reconciliations, document handling, reporting and compliance workflows.
Businesses
AP workflows, AR workflows, accounting integrations, reconciliations, reporting and approval workflows.
Credibility
Built on Experience. Designed to Scale.
- 20+ Years
- Accounting, audit, tax and advisory experience
- 250+ Professionals
- Across accounting, audit, tax and technology functions
- 20,000+ Businesses
- Using technology platforms developed by the VnV group
- 1,000+ Accounting Firms
- Using VnV-developed professional practice technology
- United States + India
- Client-facing presence with a scalable global delivery model
VnV Global is built on the operating experience, professional capability and technology ecosystem developed by the VnV group over more than two decades.
FAQ
Common Questions About Finance Automation
Improve the Process Before Adding More Work.
Tell us which finance process consumes the most manual effort and we can assess where automation is practical.
Contact
Start a Conversation
Tell us what you are looking to build or improve. Our team will get back to you to understand your requirements.