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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.

Run one workflow free, on a period you've already closed.

CostFree
PeriodAlready closed
Your partOne export
CommitmentNone
Contact Us Book a 30-Minute Review

Pick one workflow that consumes too much capacity, delays cash or creates recurring control risk. We run it on a past period, under NDA, and you check our output line by line against your team's. If it doesn't hold up, you've lost nothing.

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. The manual work behind overdue-invoice follow-up.
AP, accruals and cutoffInvoice 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.
Consolidation and intercompanyEntity mapping, FX, intercompany matching and eliminations for groups of 2 to 10 entities.
First-draft financial statementsStatements built from your trial balance and tied to the ledger, so you don't wait on an outside firm.
Month-end cover while you hireThe close keeps running when a senior accountant or controller leaves.
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.

How we handle your data

Under NDA from day oneA mutual NDA is signed before any file changes hands.
Files firstWe start from files you choose to send. System access only if you decide to grant it later.
No training on your dataBusiness-grade AI services under terms that never use your data to train models.
Traceable outputEvery figure ties back to your ledger. Judgment calls are flagged for your team, not made for them.
Deleted when we're doneYour files are deleted within 90 days of an engagement ending.

Fit

Best fit

  • US$5M–200M revenue
  • Finance team of 3–25
  • An ERP or accounting system plus spreadsheets
  • Recurring workflows spanning multiple systems, spreadsheets or teams
  • Multi-entity, acquisitive or growing fast
  • Board, lender, investor or hiring pressure on finance

Not a fit

  • A dedicated internal automation team already on the same workflows
  • Regulated financial services

From the Flux Team

Can AI Do the Month-End Close? A Task-by-Task Answer
How to Use AI for Accruals Without Losing the Audit Trail
How to Estimate Accruals for Invoices That Haven't Arrived
How to Get AI Variance Commentary That Only Cites Your Numbers
All articles

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.

See what the audit covers

Start with one workflow, free, on a period you've already closed.

Contact Us Book a 30-Minute Review

Or email gary@fluxagents.io.