DHISORA / ADVISORY

AI Automation for Finance, Accounting & Procurement

Design repeatable work for AI assistance while retaining review, exception handling and professional accountability.

A situation to discuss

Do documents, reconciliations, follow-up and transaction checks leave the team little time for analysis?

Back to expertise

Outputs agreed for the engagement

01

Workflow Specification

Triggers, input data, validation rules, actions, exceptions and required outputs.

02

Human Review & Audit Trail

Human judgment points, approval authority and evidence of system activity.

03

Pilot & Acceptance Plan

Simulated-data testing, accuracy criteria and a safe stopping or recovery process.

How the work proceeds

  1. 01

    Select work with clear rules and data, defining outcomes and risks.

  2. 02

    Design the flow and exception handling with reviewers and required systems.

  3. 03

    Test accuracy and time use before deciding on live implementation.

What to prepare

Redacted document examples, validation rules, transaction volumes, current systems and approval boundaries.

How value is monitored

Time saved, accuracy on a defined test sample, exception rate and completeness of evidence.

Scope and accountability

A workflow design does not establish that systems are connected. Technology, permissions and ownership must be confirmed before use. AI does not independently approve payments or professional conclusions.

DHISORA ADVISORY

Begin with your business question

Describe the situation, question and desired outcome to discuss a suitable scope. The current form prepares an email for you to review and send.