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FinanceAutomationPlaybook
What CFOs Should Automate First (and What They Shouldn't)
AP, AR, reconciliation, and reporting - the order matters. Here is the sequence we run for finance teams.
Teknesya Networks 4 June 20261 min read
A CFO's Automation Sequence
Automate first
- AP invoice capture and coding - vision LLMs hit 95%+ accuracy on GST invoices
- Bank reconciliation - auto-match 80%+ of transactions, humans clear the tail
- Expense report processing - receipts to ledger in minutes
- Management reporting - board pack drafted, CFO reviews
Automate carefully
- Collections nudges - automated tone matters, escalation needs judgment
- Forecasting - useful as a second opinion, not a single source of truth
Don't automate yet
- Final journal approvals
- Anything touching tax positions
- Vendor onboarding KYC sign-off
The honest payback
For a 5-person finance team in a ₹100 Cr business, this stack typically frees 1.5 FTEs - usually redeployed to FP&A, not laid off.
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