Work we usually map in finance
- Match invoices to purchase orders and receipts
- Run payments and handle vendor questions
- Send invoices and chase late payments
- Reconcile bank and card accounts
- Close the month and prepare reports
- Answer questions from other teams about spend
Where work usually waits
- An invoice waits because the receipt is missing or the order number is wrong.
- Month-end waits on one person who knows the spreadsheet.
- Collections wait because nobody owns the follow-up.
Tasks AI can help with
- Match invoices to orders and flag the ones that do not match
- Draft payment reminder emails
- Prepare reconciliation lists for review
- Draft the month-end commentary from the numbers
These are examples. Your own list comes from your team's answers. A person stays in charge of each task and makes the judgment calls.
Questions we ask your team
- Which finance tasks happen every day, every week and every month?
- Which tasks only one person knows how to do?
- What do you need from sales, orders or purchasing, and how does it reach you?
- Where do you fix other people's mistakes?
How the one-week map works
- Days 1 to 3: your team talks. Each person answers a few questions about their own work, on their phone or by typing. It takes about 20 minutes.
- Days 4 to 5: we map the work. Every task, who does it, how many hours it takes and where work waits. The people who do the work check it.
- Days 6 to 7: you pick what AI does. A ranked list of tasks AI can help with and the hours each one takes today. You choose. A person stays in charge of each one.
What you get on day 7
- One map of who does what in the department.
- A written card for each task: what starts it, the steps, who gets the result, how often it happens and how long it takes.
- The hand-offs where work waits.
- The tasks only one person knows.
- A ranked list of tasks AI can help with, each with a named owner.
Every number comes from your team's own answers. You keep the readout and the files.
Questions and answers
What is finance process mapping?
Finance process mapping writes down how invoices, payments, collections and the month-end close really get done: each task, its owner, what starts it, the steps, the hours it takes and who gets the result.
Is this a financial audit?
No. It maps how the work is done. It is not a financial statement audit, a tax review or a compliance opinion.
Which finance tasks can AI help with?
Invoice matching, payment reminders, reconciliation prep and first-draft month-end notes are common first tasks. A person reviews and approves the result.