Financial-workflow automation · for CFOs, controllers & finance directors

Your finance team's manual workflows are quietly costing six figures a year.

Wiz builds custom automation for finance teams. We audit what the manual work costs, build the system that removes it, and keep it running. Every engagement is scoped to pay back inside your first fiscal cycle.

Book a meeting $2–5k · credited in full to your build See how it works

Manual-work cost accrued since you opened this page

The same illustrative team, accruing at its working-hour rate. Not your number. Computing yours is what the Audit is for.

Note 01 · The problem

The bleed is real. It just never appears as a line item.

Manual data entry, reconciliation and report assembly behave like a cost center that never shows up in the ledger: billed monthly through payroll, growing with volume, compounding in risk. Industry research puts the typical exposure in ranges like these:

  • Analyst time

    Mid-market finance teams typically lose 10 to 20 hours per analyst, per week, to manual data work: exporting, matching, re-keying, fixing.

    10–20 hrs/wk

  • Close lag

    Manual-heavy teams commonly need six to ten-plus business days to close the month. Decisions get made on numbers that are weeks old.

    6–10+ days

  • Error & rework

    Typical manual-entry error rates. Each error costs multiples of the original keystroke in rework, restatements and uncomfortable audit questions.

    ~1–4%

  • Key-person risk

    The process lives in one person's spreadsheet. It does not survive a resignation, an audit finding, or a long vacation.

    unpriced

Industry-typical ranges from published finance-operations research. Not Wiz results, and not your numbers: yours get computed in the Audit, from your payroll and your volumes.

Note 02 · How it works

Three steps. Anchored ranges. No open-ended consulting.

  1. Process Audit

    $2k–5k credited in full to your build

    1–2 weeks

    We map every manual workflow, price your exact Cost of Inaction, and deliver a phased roadmap your board can interrogate. If the numbers do not justify a build, we say so.

    • Cost-of-Inaction quantification, from your data
    • Workflow map of every manual step
    • Phased automation roadmap and risk register
    • Three-scenario payback model: conservative, base, aggressive
  2. Custom Build

    $25k–75k fixed in the Audit proposal

    typically 4–10 weeks

    A secure engine that divorces revenue growth from accounting headcount. Python, FastAPI and React systems that remove the manual work: reconciliation, payables, reporting, controls. Built for your auditors as much as your analysts.

    • Production system, phased so value lands early
    • Controls, audit trail and documentation
    • Training and handover for your team
  3. Care Retainer

    $1.5k–3k/mo ongoing

    month to month

    Hosting, monitoring, iteration and support. Formats change, volumes grow, rules shift; the system keeps pace instead of decaying.

    • Hosting, monitoring and incident response
    • Iteration as processes and formats evolve
    • A named engineer who knows your system

Note 03 · The business case

A business case your board can interrogate.

Payback inside the first fiscal cycle

Builds are scoped so the modeled payback lands inside your current fiscal year. If the Audit's numbers cannot support that, we do not propose the build.

Leading indicators at 60–90 days

The roadmap defines the indicators we measure against in the first quarter of operation: hours reclaimed, close duration, error and rework counts. You are not waiting a year to know if it worked.

Assumptions you own

Every input in the payback model is yours: loaded labor cost, observed hours, transaction volumes. No black-box multipliers, no vendor magic numbers.

Regulated-data handling

Least-privilege access, audit trails, and zero-data-retention options for any AI-assisted component. Financial data can stay inside your environment where policy requires it.

Note 04 · Proof

Outcomes we can describe. Names we won't.

Client finance data is client business. We publish no names, no logos and no invented testimonials: only real engagements, described by outcome.

Retail finance · Caribbean

Daily reconciliation, automated end to end

A multi-location retail-finance operator ran daily sales control by hand. Wiz automated ingestion and reconciliation across three fiscal years of transaction history, delivering an intelligence report every morning at 7:00 a.m. A store-level revenue collapse surfaced in the numbers the same period it appeared, not quarters later.

837,000+ rows · 3 fiscal years · daily report, 7:00 a.m.

Food production · Dominican Republic in progress

Yield control, off paper

An active engagement with a food-processing plant: production-yield control (cutting yields, drip loss, mass balance) is moving from paper worksheets to a mobile system of record, with a seam into the plant's ERP.

Our own operation

Wiz runs on Wiz

Our intake, audit computation, scheduled client reporting and uptime watchdogs are automated end to end. We sell the operating model we run ourselves.

Note 05 · Pricing

Anchored ranges. The exact figure is fixed before any build starts.

Every engagement starts with a Process Audit, credited in full to your build. You never pay twice for discovery.

Wiz engagement ladder: names, price ranges, timelines and deliverables
Engagement Range (USD) Timeline What you get
1 · Process Audit start here $2,000–5,000 1–2 wks Cost of Inaction, workflow map, risk register, three-scenario payback model. Credited in full to the build.
2 · Custom Build $25,000–75,000 4–10 wks The production system that removes the manual work, scoped for payback inside your first fiscal cycle.
3 · Care Retainer $1,500–3,000/mo ongoing Hosting, monitoring, iteration and support from an engineer who knows your system.

All figures in US dollars. Ranges anchor scope; the exact number is fixed in the Audit proposal, before any build commitment.

Book a meeting

Note 06 · About Wiz

An operator who builds. Not a reseller.

Wiz Automations is run by a finance-systems engineer who has built lease-accounting controls under IFRS 16 / ASC 842, retail sales-intelligence pipelines and market-data systems, and who writes the production code himself. The person who audits your workflow is the person who builds your system.

Based in Santo Domingo. Working with finance teams across the United States, the Caribbean and Latin America, in English and Spanish.

Not at premium scale yet? We keep room for a small number of operational-automation engagements for growing SMBs. Write to us.

Note 07 · FAQ

Questions a CFO should ask.

Why is the audit paid?

Because it produces an asset, not a pitch. You leave with a quantified Cost of Inaction, a workflow map, a risk register and a payback model: documents you own and can act on even if you never hire us again. And the fee is credited in full to your build, so for everyone who proceeds, the audit effectively costs nothing.

What is the typical ROI or payback?

Published automation cases across the industry commonly model payback in the 6-to-18-month range, and we scope builds so the modeled payback lands inside your first fiscal cycle. What we will not do is quote your number before the Audit: any figure produced without your data would be marketing, not analysis.

How do you handle our financial data?

Least-privilege access granted by you, NDAs as standard, processing inside your environment where policy requires it, audit trails on what we touch, and zero-data-retention options for any AI-assisted component. The full statement is in the Privacy and data handling section below; specifics are agreed in writing per engagement.

How long does a build take?

Most builds ship in 4 to 10 weeks, phased so the highest-payback workflow goes live first. The timeline is fixed in the Audit roadmap, not discovered mid-project.

What if we'd rather build in-house?

Then the Audit is still the right first step: your team inherits the workflow map, the payback model and the risk register, and builds from a plan instead of a hunch. Some clients take the roadmap in-house; the credit simply lapses. We would rather lose a build than push one that should not happen.

Find out what your manual workflows actually cost.

A $2–5k Process Audit. One to two weeks. Your data, your assumptions, and a number your board can act on. Credited in full if you build.

Note 08 · Trust

Privacy & data handling

Draft · to be finalized with counsel

Privacy

This site sets no ad trackers and no analytics cookies; the only things stored in your browser are your theme and language preferences. If you apply for an audit, we collect the contact and company details you submit, use them solely to evaluate and run the engagement, and never sell or share them.

Data retention: engagement records are kept only as long as the engagement and applicable law require. You can request deletion at any time by writing to the contact address below.

Security & data handling

  • Least-privilege, revocable access: granted by you, logged, and returned at the end of the engagement.
  • NDAs as standard before any data is shared.
  • Processing inside your environment where your policy requires it.
  • Zero-data-retention (ZDR) options for any AI-assisted component; your financial data is never used to train models.
  • Credentials through your identity systems, never in spreadsheets, chats or email.

This summary is a working draft published for transparency, not a contract. Final terms are agreed per engagement and reviewed with counsel.