Agentic AI for the office of the CFO

Helping Office of the CFO
to Find the Right Place for AI

Every finance team works differently. We start by understanding how your finance function works today, then identify where AI can create meaningful business value, before recommending technology, automation, or process changes.

featured AI CLIENTS

Do these finance challenges sound familiar

A close process that takes too long

Qualified people do repetitive work

Data lives across too many systems

Planning runs on stale numbers

Too many tools, no better way of working

You want to use AI but do not know where to start.

AI is being tested without a clear problem to solve

Every new use case starts from scratch

Where finance automation takes over

Every mid-market finance function breaks down the same way. See what automation runs on its own, what it drafts for your sign-off, and what stays with you as the CFO.

AI runs it

AI drafts, you approve

Stays with you

level 4

Strategic Finance

THE CFO     |     Stays yours, with time to do it

Board & Investor Reporting

Capital & Debt Strategy

Covenant Compliance

M&A & Exit Readiness

Treasury & Cash Position

LEVEL 3

FP&A

Often one analyst     |     part time

Annual Budgeting

Rolling Forecasts

13-Week Cash Flow

Variance Analysis

Scenario Modelling

LEVEL 2

Controllership

Often one analyst     |    The Controller

Month-End Close

Controls, Audit & Tax

Bank & Account Reconciliation

Consolidation & Intercompany

Financial Reporting

LEVEL 1

Accounting Operations

AP, AI and payroll teams

AP & Invoice Capture

Billing & Collections

Payroll Processing

Expense Management

Cash Application

An Assessment Guide for
Mid-Market CFOs

Evaluate finance workflows based on manual effort, cycle time, financial impact, and control requirements
Assess process standardization, data readiness, system integration, and exception complexity
Identify which workflows are ready for automation now and which require further preparation

AI consulting & engineering
for the finance function

FIND THE RIGHT AI OPPORTUNITIES

AI OPPORTUNITY ASSESSMENT

Identify where AI can create measurable value and where it should not be used.

Automate the Work That Matters

AI AGENTS & INTELLIGENT WORKFLOWS

Design agents and AI-assisted workflows for suitable high-volume work while routing exceptions and approvals to the right people.

Reduce Tool Cost & Complexity

SaaS RATIONALIZATION & REPLACEMENT

Replace costly or limiting SaaS tools with purpose-built solutions that give you more control over your workflows, data, and costs.

Fix the Technology Behind Finance

SOFTWARE & ERP MODERNIZATION

Modernize legacy applications and workflows so the underlying technology can support future automation and AI.

Connect Your Finance Systems

SYSTEM & DATA INTEGRATION

Improve how information moves across relevant business systems and reduce spreadsheet-based handoffs.

Make Better Decisions With Your Data

ANALYTICS & DECISION SUPPORT

Connect the information your finance team needs to make reporting easier, understand business performance faster, and support better decisions.

Improve Core Finance Operations

FINANCE OPERATIONS & CONTROLS

Improve the systems and workflows behind close, controls, and day-to-day finance operations not just individual tasks.

Not sure which finance workflow worth automating ?

That is the first question the assessment answers — before anything gets built.

Four ways to work with us

FINANCE AI DISCOVERY WORKSHOP

Start with the finance problems worth solving. Share the workflows, pain points, blockers, and systems your team is dealing with. Over up to 30 hours, we help identify the highest-value opportunities and recommend what to do first.

AI PODs

Add the AI delivery capability you need without building a permanent team. A focused Pod takes a defined use case from scope to production, with agreed outcomes, clear ownership, and a structured handoff to your team.

BUILD & MODERNIZE

Build, connect, or improve the technology behind your finance workflows. From system integrations and data consolidation to reporting tools, portals, and custom workflows. Delivered as a defined project or through ongoing engineering support.

DEPLOY AGENTIC AI

Put AI agents to work in the right finance workflows. Build agents for work such as invoice processing, reconciliations, receivables, and reporting designed around your processes, with the right controls, approvals, and auditability.

Your AI Finance Transformation Partner, not an AI Pilot Factory.

A direct line to the frontier

We work with teams at OpenAI and Anthropic to stay close to new AI capabilities and understand where they can create practical value in finance.

We’ve seen where AI projects go wrong

Our experience across AI finance projects helps us spot risks earlier, avoid common mistakes, and move faster from opportunity to working solution.

AI that works with your existing systems

We work with your ERP, CRM, billing platforms, and other business systems to connect information, improve data flows, and make AI part of the workflow not another disconnected tool.

Built for production

We build AI to work inside real finance processes not demos that look good in a boardroom but fail when they meet real data, exceptions, controls, and approvals.

Clear on what should improve

Before building, we agree on what success looks like and measure whether the work is actually improving it.

Find Where AI Can Create Value in Finance

Book an AI Finance Assesment

Success Stories in Spotlight

6 manual AP processes automated across invoice handling, approvals, ERP posting, and reconciliation.

FInancial Servicesfinance automation

View case study

"tkxel has done awesome work and made great progress. They took a complex vision and helped turn it into a real platform we can build on."

Nick Pericle

Founder of Tenexity

3-in-1 deduction tracking across business, medical, and charity mileage in one digital tax workflow.

FInancial Servicesfinance automationFinancial Services

View case study

tkxel helped turn a complex tax-reporting workflow into a much simpler experience, making it easier for users to classify travel, calculate deductible miles, and generate IRS-ready reports from one application.”

Steve Whalen

Co-Founder

100% processing fee reduction by optimizing Rescue Spot’s default payment flow.

Animal Welfarefinance automationPayment Gateway Optimization

View case study

“tkxel made the transition to a more cost-efficient payment setup straightforward, helping us reduce processing overhead without disrupting the experience our users rely on.”

Nicole Patrick

Founder, Rescue Spot

~50% reduction in AWS infrastructure costs while scaling tax compliance automation across 25+ European jurisdictions.

FInancial ServicesAI agentsAI Workflow AutomationFinancial Services

View case study

"tkxel's consistent quality, technical depth, and reliable delivery have made collaboration easy and helped us scale our product and operations with confidence."

Gerard Hehir

Chief Product Officer, Fintua

38% reduction in month-end close cycle after automating financial workflows and reconciliation processes

Private equity-backed manufacturing groupAI agentsERP IntegrationWorkflow Automation

The automation removed bottlenecks from our finance operations and helped our team close faster with greater confidence in our numbers.

42% improvement in cash flow visibility after implementing AI-powered forecasting and financial data consolidation.

Multi-brand retail companyData Engineeringfinance automationPredictive Analytics

We finally moved away from spreadsheet-based forecasting and gained real-time visibility into our financial position.

55% reduction in manual invoice processing through intelligent AP automation and exception-based workflows.

Global distribution companyAI automationdocument intelligenceworkflow orchestration

The solution automated repetitive finance tasks while keeping our team focused on approvals and strategic decisions

33% increase in forecasting accuracy after deploying AI models across revenue and expense planning workflows.

SaaS technology companyBusiness IntelligenceMachine learningPredictive Analytics

The forecasting models gave our leadership team better visibility and helped us make decisions with stronger data.

62% reduction in finance reporting effort through automated dashboards, data pipelines, and AI-generated insights.

AI-powered reportingBI dashboardsData integration

Our finance teams no longer spend days preparing reports. They now have accurate insights available when decisions need to be made.

A free discovery session on your most expensive workflow.

One 30-minute call to pick the workflow. Days to a costed baseline set by your own team and a projected payback the board can approve. You spend nothing until the numbers hold.

YOU OWN THE BUILD

Built in your ERP

Baseline in writing

We’ve been recognized by the best, year after year

AMERICA’S FASTEST GROWING COMPANY

Top 15 inspiring workplaces for 2026

titan business PLATINUM award AI & AUTOMATION

FINANCIAL TIMES

mogul people leader

FORBES COACHES COUNCIL

ISO 27001 CERTIFIED

ISO 20000 CERTIFIED

ISO 9001 CERTIFIED

CMMI DEV 3 CERTIFIED

Build and launch your first finance automation workflow

“tkxel completely transformed the way we manage our customer relationships. Their customized CRM system streamlined our processes and improved customer satisfaction. We highly recommend their services to any business looking for real results.”

Nick Drogo

Global Director IT, Knowles

“They helped us build a docketing app with an intuitive user interface, allowing our attorneys to track over 10,000 U.S. and international patent systems.”

Robert K Burger

COO, Sterne Kessler

“tkxel has proven beyond par that they excel not just in building and integrating with our team but building at a level that is at par with any US development team. Working with tkxel is one of the best decisions we have made.”

Umair Bashir

CTO, Replenium

“tkxel shared our vision right from the get go, and helped us achieve the unthinkable through perseverance and a thorough attention to detail. Their team was highly professional and possessed a firm grasp on technicalities, a combination that is hard to find in the industry.”

Pam Chitwood

Product Manager, ABB

What can we help with?

First Name *

Last Name *

Work Email * Invalid email address

Job Title *

Phone Number

Describe your project

I agree to receive marketing information and updates via email.

By "Submitting" this form, you are agreeing to tkxel’s Terms of Use and Privacy Policy. We will never sell, or trade your personal information, including phone numbers, with any third parties under any circumstances.

Nick Drogo

Global Director IT, Knowles

“They helped us build a docketing app with an intuitive user interface, allowing our attorneys to track over 10,000 U.S. and international patent systems.”

Robert K Burger

COO, Sterne Kessler

Umair Bashir

CTO, Replenium

Pam Chitwood

Product Manager, ABB

Latest insights & resources

Frequently asked questions

How do we know which finance workflows are actually worth automating?

We assess candidate workflows based on manual effort, transaction volume, business impact, risk, and technical feasibility. The strongest opportunities are usually repetitive, high-volume workflows with structured inputs and manageable exceptions. If a workflow is blocked by poor data or disconnected systems, we identify that as a technology or modernization issue first not an AI problem.

Which finance processes should be automated first?

Start with high-volume, rule-heavy work such as AP and invoice capture, billing and collections, expense management, and cash application. These processes typically involve less judgment and offer a clearer path to measurable value. Once those workflows are working well, teams can move into areas such as close and FP&A.

What is finance automation?

Finance automation uses software and AI to handle finance work that teams would otherwise do manually—capturing invoices, matching payments, moving approvals, assembling reports, and refreshing forecasts. The goal is to reduce repetitive work while keeping people involved where judgment, approval, or oversight is required.

How is this different from the automation already in our ERP?

Traditional ERP automation follows the rules you configure and usually stops when an exception occurs. AI can handle work that is harder to reduce to fixed rules—for example, reading unfamiliar documents, identifying why a payment does not match, or drafting an explanation for a variance. The goal is not to replace the automation already in your ERP, but to improve what happens around it and handle more of the work that currently falls back to your team.

Do you replace our ERP?

No. We work with the ERP, CRM, billing, banking, and other systems you already use. Most of the work involves connecting those systems, reducing spreadsheet handoffs, and improving the workflows between them. If a legacy application genuinely prevents automation, we scope the required modernization separately rather than turning every AI project into an ERP replacement.

What stays under human control?

Each workflow is assigned an operating mode before anything is built: AI-run, AI-drafted with human approval, or human-led with AI support. Judgment-heavy and externally reported work stays under appropriate human control. Approval thresholds, exception routing, and audit trails are defined during the design of the workflow—not added after go-live.

What happens to our team?

The focus is on reducing the manual work around matching, validating, reconciling, preparing, and moving information between systems. Your team remains responsible for the work that requires judgment and oversight. We also structure engagements around a clear handoff, documenting the workflow, exception paths, and controls and training the people who will operate and maintain it.

How do you automate financial reporting?

We approach reporting in three parts: collection, assembly, and commentary. Automation first reduces the time spent collecting and validating information from source systems. It can then assemble the reporting pack in the format your team already uses. Commentary can be drafted by AI, while the final review and approval remain with your finance team.

How does finance automation improve forecasting accuracy?

Automation improves forecasting by keeping inputs more current and reducing the manual handoffs where errors enter. For example, a 13-week cash flow forecast can be refreshed more frequently without repeatedly copying information between spreadsheets. The improvement comes from more consistent, timely data—not simply from adding a more sophisticated model.

Can you promise a specific reduction in close time?

Not before we understand your current process. Close time depends on how much of the work is repetitive versus judgment-heavy, how clean your source data is, and how many exceptions require human review. We establish your baseline first, agree on a realistic target, and measure against that baseline. If a workflow is unlikely to materially improve close time, we will tell you.

How long before we see anything working?

The assessment runs two to three weeks and produces a scored opportunity list, not a prototype. First production workflows typically land six to twelve weeks after that, depending on system access, data readiness and how many approvals sit in the path. Workflows that depend on integration or modernization work run longer, and we scope those separately so the timeline stays honest.

What does finance automation cost, and how long until it pays back?

We establish the cost and expected value based on your own workflows, systems, and baseline rather than applying a generic industry estimate. Before committing to a larger build, we define the expected outcome, implementation effort, and projected payback for the workflow. Each use case can then be evaluated on its own business case before moving to the next one.

Helping Office of the CFO to Find the Right Place for AI

featured AI CLIENTS

Do these finance challenges sound familiar

A close process that takes too long

Qualified people do repetitive work

Data lives across too many systems

Planning runs on stale numbers

Too many tools, no better way of working

You want to use AI but do not know where to start.

AI is being tested without a clear problem to solve

Every new use case starts from scratch

Where finance automation takes over

Strategic Finance

FP&A

Controllership

Accounting Operations

An Assessment Guide for Mid-Market CFOs

AI consulting & engineering for the finance function

FIND THE RIGHT AI OPPORTUNITIES

AI OPPORTUNITY ASSESSMENT

Automate the Work That Matters

AI AGENTS & INTELLIGENT WORKFLOWS

Reduce Tool Cost & Complexity

SaaS RATIONALIZATION & REPLACEMENT

Fix the Technology Behind Finance

SOFTWARE & ERP MODERNIZATION

Connect Your Finance Systems

SYSTEM & DATA INTEGRATION

Make Better Decisions With Your Data

ANALYTICS & DECISION SUPPORT

Improve Core Finance Operations

FINANCE OPERATIONS & CONTROLS

Not sure which finance workflow worth automating ?

Four ways to work with us

FINANCE AI DISCOVERY WORKSHOP

AI PODs

BUILD & MODERNIZE

DEPLOY AGENTIC AI

Your AI Finance Transformation Partner, not an AI Pilot Factory.

A direct line to the frontier

We’ve seen where AI projects go wrong

AI that works with your existing systems

Built for production

Clear on what should improve

Find Where AI Can Create Value in Finance

Success Stories in Spotlight

6 manual AP processes automated across invoice handling, approvals, ERP posting, and reconciliation.

Nick Pericle

3-in-1 deduction tracking across business, medical, and charity mileage in one digital tax workflow.

Steve Whalen

100% processing fee reduction by optimizing Rescue Spot’s default payment flow.

Nicole Patrick

~50% reduction in AWS infrastructure costs while scaling tax compliance automation across 25+ European jurisdictions.

Gerard Hehir

38% reduction in month-end close cycle after automating financial workflows and reconciliation processes

42% improvement in cash flow visibility after implementing AI-powered forecasting and financial data consolidation.

55% reduction in manual invoice processing through intelligent AP automation and exception-based workflows.

33% increase in forecasting accuracy after deploying AI models across revenue and expense planning workflows.

62% reduction in finance reporting effort through automated dashboards, data pipelines, and AI-generated insights.

A free discovery session on your most expensive workflow.

One 30-minute call to pick the workflow. Days to a costed baseline set by your own team and a projected payback the board can approve. You spend nothing until the numbers hold.

We’ve been recognized by the best, year after year

AMERICA’S FASTEST GROWING COMPANY

Top 15 inspiring workplaces for 2026

titan business PLATINUM award AI & AUTOMATION

FINANCIAL TIMES

mogul people leader

FORBES COACHES COUNCIL

ISO 27001 CERTIFIED

ISO 20000 CERTIFIED

ISO 9001 CERTIFIED

CMMI DEV 3 CERTIFIED

Build and launch your first finance automation workflow

Nick Drogo

Robert K Burger

Umair Bashir

Pam Chitwood

Nick Drogo

Robert K Burger

Umair Bashir

Helping Office of the CFO
to Find the Right Place for AI

An Assessment Guide for
Mid-Market CFOs

AI consulting & engineering
for the finance function