Your finance function, rebuilt with AI
Runbook builds and operates your finance operating model as a managed service. SLA-based. AI-enabled. Proven in production.
Most mid-market finance functions are structured around people doing work that systems should be doing
The CFO spends most of their time managing process. The close is the fifteenth. The board pack is late. Junior staff churn because the work is fragmented. The tooling to fix this has matured — but building it requires engineering, governance, and operational finance expertise in combination. Most businesses don't have all three.
Traditional outsourcing
Cheaper labour, same broken process. No automation. No compounding improvement. You still own the delivery risk.
Point AI tools
The vendor sells the software and leaves. You build the integration layer and bear the implementation risk.
RunBook
We build the system, underwrite the delivery risk, and operate the function to a contracted SLA. Savings shared quarterly as the automation stack matures.
From observation to operation in months
AUDIT — Map the function
2–3 weeks
- Passive workflow observation
- Task register across all sub-domains
- Automation readiness scoring
- Prioritised roadmap with FTE impact
Outcome: A documented map of what the function costs and where time goes.
TRANSFORM — Build the stack
60–90 Days
- Full workflow automation build
- n8n orchestration layer
- ERP, payroll, reporting integrations
- AI classification and analysis
- Governance and validation framework
- Staff transition and change management
Outcome: A production-grade automation stack running under your finance function.
OPERATE — Run to SLA
Ongoing
- Fractional CFO and Finance Director
- Finance Manager onshore
- Offshore operations resource
- Contractual SLAs on all deliverables
- Quarterly reviews with fee reductions
Outcome: Finance runs to SLA. Savings shared quarterly as automation compounds.
Why this is different
We underwrite the delivery risk. Savings compound. Built for the mid-market.
We underwrite the delivery risk
SLA-based, not time-and-materials. If automation underperforms, that cost sits with us.
Savings compound and pass through
Quarterly reviews quantify gains. Material gains become fee reductions.
Built for the mid-market
$15M–$150M revenue. Enterprise governance without enterprise pricing.
Proven, not experimental
Expert360 is live. Every engagement starts from a production-tested runbook.
Senior leadership included
Fractional CFO and Finance Director are part of the service. People, judgment, accountability.
No technology lock-in
Model-agnostic. AI models swap via config. No rebuild required.
Let's talk about your finance operation
Tell us about your team. We'll show you what this looks like for your business.