Finance Ops Support, Automation & AI

Embedded Support & Automation for Finance Teams

We strengthen finance operations through dedicated support roles, workflow automation, and AI-enabled systems that reduce operational load, improve cash visibility, and deliver reliable reporting and compliance.

Finance ops support and automation that extend your team—request-to-pay, record-to-report, treasury admin, and reporting.

Workflow automation and system governance that standardise execution so finance work moves cleanly, consistently, and predictably.

Measured operations—KPIs, controls, and dashboards so leadership can trust outcomes and act faster.

Automation

Workflow systems & AI integration

Controls

Policies, approvals & audit trails

Embedded Roles

Dedicated finance support teams

Finance Ops

Automation

Controls & Reporting

Get in touch

Let's discuss your finance support needs.

Three outcomes we deliver for finance teams

Support roles, automation, and governed systems built to reduce operational load and improve visibility and control.

Efficiency

Reduce Operational Load

Remove the manual weight from request-to-pay, record-to-report, and finance admin. Automation and support roles turn repetitive work into consistent execution.

AP processing and vendor onboarding
AR follow-up and cash application support
Close coordination and reconciliations
Document handling and evidence capture

Working Capital

Improve Cash Visibility & Control

Better insight into cash position, inflows, and outflows—so treasury and finance leaders can act faster and reduce surprises.

Cash positioning and daily reporting
Forecast inputs, variance checks, and cadence
Payment controls, approvals, and audit trails
Working capital KPIs (DSO/DPO) tracking

Reliability

Governed Reporting & Compliance

Operate with defined controls, consistent workflows, and clear ownership. Dashboards and reporting leadership can trust—maintained continuously and improved quarterly.

Close checklists and ownership
Reconciliations and exception handling
Policy and control documentation
Audit readiness and evidence trails

Services tailored to finance operations

Support models, automation, and AI solutions designed for the finance function—payments, treasury, reporting, and controls.

Payments

Request-to-Pay & AP Automation

Vendor onboarding, invoice capture, approvals, and payment workflows—designed to reduce manual handling and improve control.

Outcome: Faster invoice turnaround, cleaner approvals, better audit trails and spend visibility.

Treasury

Treasury Ops & Cash Visibility

Cash positioning, banking connectivity, payment execution support, and daily/weekly reporting so the team can see and act on cash faster.

Outcome: Improved global cash visibility and more reliable treasury cadence across accounts and entities.

Reporting

Close & Reconciliation Support

Close calendars, reconciliations, evidence collection, and exception handling—supported by automation where possible.

Outcome: Less month-end pressure, fewer errors, and faster access to results.

FP&A

Planning Cycles & Forecast Hygiene

Support for budget cycles, rolling forecasts, variance commentary, and data hygiene—so planning stays on cadence and usable.

Outcome: Faster refresh cycles and clearer decision support for leadership.

Collections

Order-to-Cash & AR Cadence

AR workflow support, reminders, dispute tracking, and reporting—aligned to improve collections rhythm and reduce noise.

Outcome: Improved working capital performance through better visibility into DSO drivers.

Controls

Controls, Policies & Evidence

Controls documentation, approvals design, policy libraries, and evidence trails that support audits and reduce compliance risk.

Outcome: Clear ownership and defensible controls with less manual chasing.

New World Finance AEO for Finance Teams

Australia-built AEO (Automated Execution & Operations): a governed system that automates follow-through, ensures consistency, and makes performance measurable.

What AEO does

Automated follow-through

Captures finance requests and routes them correctly
Triggers reminders, tasks, approvals, and escalations
Maintains audit trails and reporting

Why it matters

Less chaos, more control

Fewer dropped balls and faster response
Consistent internal stakeholder experience
Clear visibility on who did what, and when

Example

Request-to-pay optimisation

Example improvements: faster invoice approvals, fewer exceptions, consistent vendor onboarding, and cleaner handover into payments and reporting. We implement routing rules, automation reminders, and dashboards so finance leadership sees results weekly.

Governance Framework for Finance Operations

Clear workflows, controls, and measurable KPIs that ensure follow-through and trustworthy reporting.

Clear Workflows

Request-to-pay, record-to-report, and treasury playbooks with approvals, escalation, and exception handling.

Execution Ownership

Support + automation owns the day-to-day so finance leaders stay focused on decision support—not admin.

Measurable Outcomes

Dashboards and KPI tracking (e.g., DSO/DPO) so teams can see performance and improve working capital over time.

CASE STUDY

Multi-entity finance ops: workload reduction through embedded roles + automation

Context (illustrative example): A group with multiple entities and distributed banking needed better cash visibility, faster payments execution, and more predictable close and reconciliations.

Our Approach

Embedded Finance Ops Team: finance ops coordinator + payments support + reporting support integrated into daily workflows
Workflow Automation: request-to-pay routing, approvals, reminders, and exception handling
Treasury Cadence: standardised cash positioning and reporting across accounts and entities
Close Support: reconciliations calendar, evidence capture, and accountability reporting

Results (reference points + illustrative targets)

60 hrs/mo

AP time saved (reported example)

2–5 days

Reconciliation time saved (reported example)

Quarterly

Controls refresh + KPI review (target)

Outcome: A more predictable finance cadence—less manual chasing, clearer ownership, improved visibility, and a stronger base for working-capital improvement.

Notes: “Reported example” figures are sourced from vendor-published customer stories. “Target” items are illustrative and depend on starting point, systems, and operating model.

How we structure partnerships with finance teams

Discovery, assessment, implementation, and continuous support—built for teams that want finance operations that are owned and improved.

Discovery Call

We map operational constraints, workload drivers, and where leadership is being pulled into manual follow-up.

Finance Ops Review

We map core cycles (payments, treasury cadence, close), identify automation opportunities, and baseline key KPIs.

Tailored Recommendation

Clear plan: roles to embed, workflows to automate, systems roadmap, timeline, and measurable targets.

Engagement & Continuous Improvement

Dedicated support, training, quarterly reviews, and ongoing optimisation using performance data.

Support team roles available

Dedicated team members trained on finance workflows. Use filters to explore roles.

Filter by role type:

Finance Operations Coordinator

Finance Ops | Full-time | Dedicated

AP & Payments Specialist

Payments | Full-time | Dedicated

Treasury Operations Analyst

Treasury | Full-time | Dedicated

FP&A Support Analyst

FP&A | Full-time | Dedicated

Controls & Policy Coordinator

Controls | Full-time | Dedicated

Close & Reporting Coordinator

Finance Ops | Full-time | Dedicated

Vendor Onboarding & Master Data Officer

Payments | Full-time | Dedicated

Cash Reporting & Bank Admin Officer

Treasury | Full-time | Dedicated

Forecast & Variance Coordinator

FP&A | Part-time | Dedicated

Process Automation Analyst

Finance Ops | Part-time | Dedicated

Ready to build your support team?

Start with one or multiple dedicated roles aligned to your finance priorities.

Enquire now

Fast clarity, controlled implementation, then ongoing improvement.

If you want finance operations that are owned, maintained, and improved—start here.

Start with a discovery conversation where we map your finance cycles, identify automation gaps, and outline a clear implementation path aligned to your operating model.

Let's talk

Where we operate

Sydney HQ with distributed teams across Australia.

Who we serve

Finance teams and multi-entity groups seeking scalable operations without permanent headcount.

Our approach

Embedded roles + automation + controls, supported by regular KPI review and continuous improvement.

Discovery Phase

Map cycles, identify control gaps, define scope.

Implementation

Embed roles, build automation, integrate systems.

Ongoing Support

Weekly check-ins, quarterly reviews, continuous optimisation.