Scope sheet
finbryn.com
AI and automation
Finance process automation and documentation
Finance process automation and documentation from Finbryn maps a US business's manual workflow step by step, then automates the repeatable parts in Zapier or Make, with a test period comparing automated output against the old manual result before cutover. Every automation gets written documentation covering what runs, what triggers it and who owns it.
What is included
- A written process map of every manual step before automation starts
- Automation built in the tool that fits the task: Zapier, Make, UiPath or Power Automate
- A defined parallel test period comparing automated and manual output line by line
- Written, plain-language documentation for every live automation
- A named owner for each automation your team can contact if it needs to change
- A review point tied to process change rather than a fixed calendar
- Migration of any in-progress items so nothing is missed during cutover
- A prioritized list of remaining manual steps not yet automated, with the reason each was held back
The process
- 1.
Process mapping
We map the current manual workflow step by step with whoever runs it today, including exceptions and workarounds that were never written down.
- 2.
Sorting steps by fit
Each step is sorted into automate now, needs a data fix first, or stays with a person because it is a genuine judgment call.
- 3.
Tool selection and build
Automation is built in Zapier or Make for API-connected systems, or UiPath or Power Automate for legacy software with no integration path.
- 4.
Parallel test period
The automated version runs alongside the manual process for an agreed period, with output compared line by line before cutover.
- 5.
Cutover
The manual step stops only once the parallel comparison holds up across real data, including whatever edge cases surfaced during testing.
- 6.
Documentation and handover
A plain-language write-up of every live automation, trigger, steps, systems touched and an owner, is delivered to your team.
- 7.
Review trigger
A review point tied to future process changes is set, so an automation built for today's workflow gets checked before it quietly goes wrong.
Software
Zapier, Make, UiPath, Power Automate, QuickBooks Online, Xero, Google Sheets
Pricing
Process automation and documentation is scoped as its own project, priced by the number of processes mapped and the tooling each one needs, separate from ongoing bookkeeping or AP support. Current rates for the underlying accounting engagement are published on the pricing page; a specific automation project is quoted once the process map exists, since scope depends on what that mapping finds.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026