Financial Reporting Automation

Financial reporting automation specialists help finance teams escape month-end close chaos by automating report generation, data consolidation, and financial dashboards.

You connect accounting systems, spreadsheets, and data sources to automatically generate financial statements, management reports, board packages, and real-time dashboards.

This eliminates days of manual work each month while improving accuracy and timeliness.

Projects range from $15,000-$80,000 for comprehensive automation with potential ongoing support.

Target clients include CFOs at growth companies drowning in manual reporting, finance teams at multi-entity companies consolidating results, private equity firms needing portfolio company reporting, accounting firms serving clients, and businesses preparing for audit or fundraising.

Services include financial data pipeline development, automated report generation, multi-entity consolidation, board and investor reporting, real-time financial dashboards, and variance analysis automation.

Revenue potential reaches $150,000-$400,000 annually with 50-70% margins.

Success requires understanding accounting and financial reporting, technical skills in BI tools and potentially coding, ability to connect various accounting systems and data sources, attention to detail ensuring accuracy in financial data, and understanding of accounting standards and compliance.

Many financial automation consultants have backgrounds as controllers or finance professionals who learned technical skills.

The work saves finance teams hundreds of hours monthly and provides real-time visibility versus month-end scrambles.