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Studio · Services · Financial process automationSpecialized solution · Studio

Financial processes with audit-grade rigor, compliance-first

Month-end close, bank reconciliation, accounts payable, SAT tax compliance and executive reporting. Audit log, traceability and least privilege built into the architecture — for the finance team of any company.

The problem

What's broken today

A month-end close that drags on forever

Every month the finance team loses entire days to the close: pending journal entries, manual reconciliations, recurring adjustments. Leadership gets the financials late.

Bank reconciliation by hand

They download the bank transactions, match them against the books, find the differences and chase them down one by one. Repetitive, high-value work.

SAT/CNBV/UIF compliance that scales badly

Every new customer or regulatory change multiplies the manual work. Compliance turns into a bottleneck instead of an operating process.

How Studio solves it

How we build Financial process automation

  1. Accounting diagnostic

    We map the current financial flow, the friction points and your current close metrics (days, errors, rework).

  2. Compliance-first design

    An architecture with an immutable audit log, least privilege and segregation of duties from day one.

  3. Build

    Agents for each subprocess: close, reconciliation, AP, compliance.

    More

    Agents for each subprocess: close, reconciliation, AP, compliance. Integrated with your ERP and banks.

  4. Operation with KPIs

    We cut days-to-close, errors and rework.

    More

    We cut days-to-close, errors and rework. Automated executive reporting for leadership.

Stack & technology

What it's built on

Close & reporting

Agents that run the checklist, cross-check balances and generate workpapers and ledgers.

Bank reconciliation

Mexican banking APIs (BBVA, Santander, Banorte, etc.) + matching rules + LLM judgment.

SAT compliance

CFDI e-invoice download, reconciliation against the books, discrepancy alerts, workpapers for the auditor.

CNBV/UIF compliance

Only when it applies. Regulatory reports, audit log and traceability.

Technical honesty

Who Financial process automation is for — and who it isn't

✓ Who it's for

  • Mid-sized companies with slow or late month-end closes
  • Accounting firms adding clients faster than headcount
  • Finance teams that need audit-grade rigor without paying Big Four fees
  • Companies with high-volume manual bank and CFDI reconciliation

✕ Who it's NOT for

  • Companies with fully outsourced accounting and no access to the systems
  • Operations with messy books that need a cleanup first
  • Companies that would rather add headcount than architecture
FAQ

FAQ · Financial process automation

How much does Financial process automation with Studio cost?

It depends on scope and on the integrations with your current stack (Close & reporting, Bank reconciliation, SAT compliance, CNBV/UIF compliance). We don't publish list prices: implementation and monthly operation are quoted after the Studio diagnostic, which is free and gives you a range tailored to your case.

How long does it take to get Financial process automation into production?

It depends on the number of integrations and on operational complexity. We work in stages — design, build, testing with real data and team training, then a controlled production launch — and we agree on the timeline with you once scope is locked.

How is Studio different from a traditional consultancy?

Studio builds, hands it over running and keeps it alive. We don't sell hours or never-ending pilots: we operate the outcome. Every project ships with guardrails, an audit log and observability dashboards already live. The stabilization phase is included.

Do I have to replace my current stack (Close & reporting)?

No. Financial process automation plugs into what you already have through official APIs or native webhooks. If we find a tool that caps the project's upside, we'll tell you straight, but we never require a migration as a prerequisite.

What does this mean in business metrics?

Every Studio implementation ships with operational metrics on a dashboard: time saved per process, error rate, unit cost and equivalent FTE capacity freed up. They're calibrated against your own baseline at kickoff and reported weekly during stabilization.

Is it locked into a single AI vendor?

No. We work with models from several providers and pick the right one for each task.

How many days does your month-end close take today?

A Studio diagnostic with a finance architect. We identify what to automate first and estimate how much shorter your close can get.

No cost · No commitment