How to Automate Your Month End Close Process and Save 8+ Hours a Month | Allison James, CFO

In this Playbook Session, we go behind the scenes with Allison James, CFO, CPA, and AI Enthusiast, who automated her entire month end close process to reclaim 8+ hours every month – transforming month-end close from chaos into a streamlined process.

Learn how Allison built automated workflows that connect QuickBooks data, budget tracking, and real-time financial reporting into systems that run themselves using Coefficient. ✅

What you'll learn in this 5-step month end close process workflow:
How to build a reporting engine that eliminates month-end chaos
How to create an AR dashboard for real-time collections visibility
How to automate AP processes from invoice capture to approvals
Practical automation strategies that work for lean finance teams

Whether you're a CFO tired of being the reporting bottleneck, a Controller seeking better visibility, or a finance leader ready to move from manual processes to strategic work, this is a real-world walkthrough you won't want to miss.

🌐 Discover more about Coefficient for Finance Teams: https://coefficient.io/solutions/fina...

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