“Step one is the volume gate, the five times a day rule. List your weekly tasks… If something happens five or more times a day… automate it.”
GC
Grant Calloway
AI for Small Business ·
“Instead of 10 day or 15 day close, you can get to a two to three day close, it does take quite a lot of work and organization and reviewing your step by step workflows that gets you there.”
James Van Roussel · CFO Weekly · Where AI Delivers for Finance Teams and Where Fundamentals Still Win
Play from 6:58
6:58
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What was described
Compressed month-end close from 10-15 days to 2-3 days by automating steps with AI and reorganizing the close workflow
10-15 days → 2-3 days
Said nearby on the same subject
“We have a closing method called CODO, which is close on day one… you lay out a certain set of expectations… so you also don’t waste your time”
♫
Said on The Knowledge Project
“I could just close off my day at 2.30… I can tell people, no, I’m sorry, I don’t work nights… within a month, I was getting my kids off the bus every day… I actually had more clients”
♫
Said on Manifestation & Money
“We use Zuora… Workday's Adaptive Planning, we use Blackline, we use Koopa… we’re pretty much able to close the books in about three days… I can spend 85% of our month looking forward.”
TM
Todd McElhatton’s finance team
Run the Numbers ·
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