How to Automate Your Month End Close Process with Allison James
Allison James, CFO, CPA, and AI Enthusiast, will walk you through her complete finance automation process that transformed her team from report-builders into strategic advisors.
You’ll see exactly how she built:
⚙️ The reporting engine that eliminated month-end chaos – automated QBO pulls, budget matching, and one-click PDF reports
💰 An Accounts Receivable dashboard that keeps cash flowing – real-time collections visibility without spreadsheet juggling
🧾 Accounts Payable automations that run themselves – from invoice processing to automated approvals
This session is perfect for
- CFOs tired of being the bottleneck for insight
- Controllers who want customizable visibility
- Finance teams ready to escape manual reporting
- Leaders who want strategic finance function
Allison will show you the exact tools and workflows that gave her team their time back.
Ready to turn your finance chaos into a machine that nearly runs itself?
Workflows finance teams automate with Coefficient and a spreadsheet
Month-End Close
Budget & Forecasting
Accounts Receivable & Payable (AR & AP)
Financial Reporting (P&L, Balance Sheet, Cash Flow)
Revenue & Sales Analytics