AI transformation for mid-market finance

Scale finance without scaling manual work.

Flux finds the workflows trapping capacity, delaying cash and weakening control — then builds and operates AI-enabled systems inside the tools your finance team already uses.

Grounded in prior operating experience with transformations that eliminated up to 5,000 hours of annual manual work. Start with the highest-value workflow; expand across the finance function once the economics are proven.

Book a 30-minute finance review.

CostFree
Length30 min
Prep neededNone
CommitmentNone
Book a 30-Minute Finance Review

Bring one finance process that consumes too much capacity, delays cash or creates recurring control risk. Leave with a view on where the value sits and what should be automated first.

Find value across the finance function

Capacity

Reporting, forecasting, close and recurring analysis that consume experienced finance time.

Cash

AR tracking, collections, disputes, billing and cash application that delay working capital.

Control

Reconciliations, approvals, exceptions and audit evidence that depend on manual handoffs.

The largest opportunities rarely sit inside one system. They sit in the handoffs between the ERP, CRM, billing platform, planning tools, bank data and spreadsheets.

Workflows Flux transforms

AR, collections and cash applicationInvoicing, follow-up, dispute routing and cash matching that hold up working capital.
AP, matching and approvalsInvoice ingestion, coding, PO matching, duplicate detection and exception handling.
Close and reconciliationsTie-outs, intercompany, accruals, journal preparation and exception investigation.
Forecasting and reportingForecast consolidation, variance analysis, board packs and recurring business-partner requests.
Billing and revenue operationsBilling accuracy, revenue leakage and the reconciliations between order, invoice and ledger.
Treasury and finance dataCash position, bank reconciliation, liquidity view and cross-system data movement.

Audit, build, operate

Audit

Map workflows and quantify capacity, cash, leakage and control impact separately.

Build

Deploy the highest-value workflows inside the existing stack, validated in shadow mode.

Operate

Monitor performance, absorb process changes and expand into the next opportunity.

Built for financial work

Every workflow includes traceable inputs, validation checks, exception routing, human approvals and documented access controls. No forced re-platforming — Flux starts with the ERP, close software, spreadsheets and reporting formats already in use.

Flux is founder-led by a finance operator with experience across investment banking, corporate development, strategic finance and FP&A, including operating experience inside $50M–$400M businesses.

Founder-led delivery. No junior handoffs.

Fit

Best fit

  • 200–1,000 employees
  • Finance team of 8–25
  • Real ERP plus spreadsheets and point systems
  • Recurring workflows spanning multiple systems, spreadsheets or teams
  • Material AR or collections volume
  • Multi-entity or acquisitive operations
  • Finance hiring, cash or reporting pressure

Not a fit

  • QuickBooks-only environment
  • Finance team under eight
  • A dedicated internal automation team already on the same workflows
  • Regulated financial services

See a representative Finance Operations Audit

A complete mid-market example showing where capacity, cash and control value sit — and what gets built first. Illustrative, not a client engagement. Nothing gated.

Read the worked example

Thirty minutes. No preparation, no data, no system access.

Book a 30-Minute Finance Review

Or reply to my email if that is easier. gary@getfluxagents.com