Findings
Automation Opportunities
Each scored on Impact (0-12) × Complexity (0-12), auto-classified by the playbook matrix. Sort by impact, filter by feasibility, hand off to Phase 2.
Process
Impact
Complexity
Classification
Feasibility
Expected ROI
Vendor Invoice Intake
Blocked on vendor master cleanup
11
5
AI-Assisted
Needs Work
~360 hrs/month saved
Intercompany Matching
Lukas's cheat sheet has to be unwound
10
8
Strategic AI
Needs Work
~120 hrs/close + ~5 day close compression
Daily Cash Position
Bank API access negotiable
9
4
Automation
Ready
~80 hrs/month saved + fresher data
Bank Reconciliation Matching
9
7
AI-Assisted
Ready
~70 hrs/month + 1 day close pull-in
Vendor Master Dedup
8
6
AI Agent
Ready
Unblocks 360 hrs in O-1; cleaner downstream
Tax Provision Data Prep
Awaiting Ahmed Hassan interview
8
7
AI Agent
Blocked
TBD — pending W4 interview
Close Checklist Automation
7
3
Workflow
Ready
~40 hrs/close + visibility
Customer Credit Memo Routing
7
5
AI-Assisted
Ready
~25 hrs/month + faster billing
Travel Expense Categorization
6
4
AI-Assisted
Ready
~30 hrs/month
Payroll Variance Review
5
3
Workflow
Ready
~20 hrs/month
FX Rate Lookup
4
2
Automation
Ready
Eliminates "stale FX" errors