Our Services

Process Automation | AI Solutions | Financial Statements

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Process Automation and AI

Transform your finance operations by automating repetitive manual tasks and streamlining workflows. Automation and streamlining of key finance processes free your team from time-consuming data entry and administrative work, reduces errors and fraud and improves internal controls. We have extensive experience in process automation and optimisation on an ERP platform (ITS/Oracle) which have been the pillars our finance digital transformation.

In addition to automation over the ERP platform, we have also built custom workflows on SharePoint - budget submission and consolidation, Adobe Sign - completion and signing of agreements online, Microsoft Forms - collection of data, Power Query - for data transformation, preparation and manipulation. More recently, we have started rolling out AI and Agentic AI to build workflows for repetitive administrative tasks filing of documentation (Outlook and SharePoint).

Foundation First: Process Documentation

The foundation of finance processes that run like a well-oiled machine are clearly documented finance policies, standard operating procedures and business rules. Automation will not solve confusion in business processes, in fact it may amplify existing problems. We can assist you in reviewing, drafting and updating finance policies and standard operating procedures. Key to this process is process alignment, first within the finance domain and with other departments external to finance.

Technologies & Platforms:

ERP Systems:
ITS/Oracle optimization and automation
SharePoint:
Budget workflows, consolidation, document management
Adobe Sign:
Digital signatures, online agreement completion
Microsoft Forms:
Data collection and submissions
Power Query:
Data transformation, preparation and manipulation
AI & Agentic AI:
Intelligent workflows for document filing (Outlook, SharePoint)

Our Services Include:

Process review and documentation (policies, SOPs, business rules)
Process alignment within finance and across departments
ERP workflow optimization and automation
Custom workflow development (SharePoint, Power Automate)
Digital signature implementation (Adobe Sign)
Data collection automation (Microsoft Forms)
AI-powered document management and filing
Training and change management support

Talk to us about how we can assist you.

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Reconciliation Automation

Month-end reconciliations shouldn't take weeks.

Finance teams spend countless hours manually matching transactions, chasing discrepancies, and explaining variances.

Common Reconciliation Challenges

  • Manual matching between subledgers and general ledger
  • Reconciling data across different systems with inconsistent formats
  • Reconciliations are tedious, not the most exciting work to do
  • Last-minute surprises during month-end close
  • Heavy reliance on key individuals who know "the process"

Our Solution

We build Excel-based reconciliation solutions powered by Power Query that automatically pull, transform, and match data from your accounting systems, SharePoint, and other sources. No coding required. No IT dependency. Your finance team can maintain and modify these solutions with very little investment in training.

What We Automate

  • Subledger to general ledger/control reconciliations
  • Reconciliations between different systems
  • Data importing, cleaning, preparation, analysis and transformation
  • Data integration and consolidation from multiple source systems
  • Registration templates, claims, and close out reports

University Finance Automation

Specialized solutions for higher education institutions:

  • Funder Reporting — Automate custom reports for funders, per student or per funder
  • Claims and Registration Templates — Funding reconciliations & close out
  • Student Funding Verification — Automate verification processes for student funding

How We Work

  • Discovery (1 week) — We review your current reconciliation processes, identify pain points, and map data sources
  • Build (1-2 weeks) — We develop Excel-based automation solutions tailored to your specific requirements, with training integrated throughout the build phase
  • Support — Up to 3 months ad hoc support on implementation

Most clients see immediate time savings in their first month-end close after implementation.

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Financial Statements & Finance Reporting

We help finance teams automate and streamline the production of financial statements and regulatory reports, ensuring accuracy, compliance, and timely delivery.

Our Financial Reporting Solutions:

  • Automated financial statement preparation
  • Regulatory and compliance reporting
  • Management accounts and executive reports
  • Board packs and investor reporting
  • Consolidation and group reporting
  • Custom financial templates and formats

Key Features:

  • Automated data extraction from ERP systems
  • Built-in reconciliation and validation checks
  • Consistent formatting and presentation
  • Version control and audit trail
  • Multiple output formats (PDF, Excel, Word)
  • Scheduled automated distribution

Our solutions ensure your financial statements are produced efficiently while maintaining the highest standards of accuracy and compliance.

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CFO Support & Fractional CFO Services

At CMN Consulting, we combine executive-level financial leadership with advanced data, BI and AI-driven insights to help businesses make better, faster and more confident decisions.

Our CFO Support and Fractional CFO Services provide experienced financial leadership on a flexible, part-time or project basis, giving you the strategic oversight of a CFO without the cost and commitment of a full-time appointment.

We partner with SMEs, growing businesses and established organisations to transform financial data into actionable insights, strengthen financial governance, and support sustainable growth.

Our Fractional CFO Services Include:

  • Strategic financial planning, budgeting and rolling forecasts
  • Cash flow optimisation and working capital management
  • Board and executive-level financial reporting
  • Financial performance analysis and KPI design
  • Scenario modelling and data-driven decision support
  • Risk management, internal controls and governance
  • Finance function optimisation and process improvement

Data-Driven CFO Leadership

What sets CMN Consulting apart is our ability to bridge finance strategy with data and technology.

By integrating Business Intelligence, advanced analytics and AI-enabled insights into CFO support, we deliver:

  • Real-time financial visibility
  • Forward-looking insights instead of historical reporting
  • Automated, accurate and scalable finance processes

This ensures your finance function becomes a strategic partner to the business, not just a reporting function.

Considering this for your finance team?

A short conversation can help determine whether this approach fits your reporting needs and systems.