Finance and automation consultants
Every engagement starts with a roadmap. We map how your business runs, put a cost on each manual process, and tell you what to automate first, and what not to. Then we build it, train your team to build it, or hand it to whoever you choose.
Free · about 5 minutes
Nervous about AI near your numbers? That's the right instinct. We came from finance, so we'll tell you where AI is safe and where it isn't, keep a person signing off on anything that touches money, and stay until your team trusts it.
The month-end pack, rebuilt from scratch. Fourteen location sheets merged by hand. Bank lines ticked against the ledger, one by one. Invoice PDFs typed into QuickBooks. The same question about the same number, fifty times a week. None of it is hard. All of it is paid for.
An hour spent copying, checking and re-keying is paid at the same rate as an hour spent thinking.
Numbers that land on day ten get decided on day eleven. By then the month has moved on.
Every hand-off is a place for a wrong cell to slip through, and a day lost finding it.
Most people meet us through LinkedIn and start here. Take your time. Book a call later, or never.
List the work your team repeats by hand. See what it costs a year, how much of it can run on its own, and whether it needs AI at all.
Example, worked out for you
Monthly management report, rebuilt in Excel
$5,400 a year back
Our estimate, before tool costs. The conservative case is $3,780. Yours will differ.
Up to nine honest yes-or-no questions about one task. Plenty of people finish this and don't need anyone. That's the point.
Open it on its own pageA CPA, CA or consultant? Or know someone who'd benefit from this? Introduce us, and become a Dovah partner. How the partner program works
Picture this: a file arrives by email, gets cleaned up in Excel, turns into an interactive Power BI dashboard and goes out to the right people. Without anyone touching it, because your apps talk to each other.
Often AI isn't the answer. Most of the time it's a better spreadsheet.
We recommend the quadrant that solves your problem, not the one that sounds most impressive.
Quadrant 01 · Visibility
One trusted set of numbers for leadership, refreshed on its own. Power BI dashboards, clean KPIs, financial reporting under Ind AS and US GAAP.
Typical ROI: In client work: a 40-hour monthly consolidation became a 2-minute refresh.
See the MIS & BI details →Quadrant 02 · Efficiency
Rule-based automation that runs the same way every time. Excel VBA, Power Query, n8n, Zapier, Make. No AI, no judgment required.
Typical ROI: In client work: month-end close for a fund administrator went from 10 days to 2.
See the Process Automation details →Quadrant 03 · Intelligence
AI for the work that needs reading and judgment: contracts, PDFs, emails, staff questions. Trained on your own documents, with the source linked to every answer.
Typical ROI: Contract review drops from 92 minutes to 26 seconds (Forrester TEI).
See the AI Systems details →Quadrant 04 · Autonomy
Automation and AI working together end to end, with a person reviewing only the exceptions. Checkpoints at every decision that matters.
Typical ROI: In client work: an AR Recovery Agent cut DSO by 30–40%.
See the Agentic AI details →Not sure which one? It's probably the first or second. Start there and see if the problem survives.
Every step up reaches ten times further than the one before. Most businesses are still on the first.
You don't have to climb all six. Most of the payback sits in the first three.
We map how the work runs, put a cost on every manual process, and rank what to automate first and what to leave alone. You keep the roadmap, whoever builds it.
Already know exactly what you need? Skip the audit and go straight to a scoped build.
Every build includes
Recorded walkthroughs of systems we've built, run on sample data. Client systems stay confidential. Swipe through.
Q2 · Efficiency
One button reads every file, maps each header variant, fixes the data issues and produces a single consolidated dataset with a log of what it changed. On the demo: 113,760 rows in about 80 seconds.
Excel VBA
Q1 · Visibility
Revenue, margin, EBITDA and cash against budget, by entity and region, refreshed from the ledger. Rebuilt here on sample data. The client version replaced a 40-hour monthly consolidation with a 2-minute refresh.
Power BI · Power Query
Q2 · Efficiency
The reconciliation runs in about two seconds, lists every break with an owner and a reason, and refreshes the Power BI extracts. Rebuilt on sample data. The client version took month-end close from 10 days to 2.
Excel VBA · Power Query
Q3 · Intelligence
A finance assistant over the ledger, the AP inbox and the reports. Ask a question, get the answer with its sources: duplicate invoices held, bills that don't add up, regions running over budget.
Custom AI · Your ledger and documents
Q4 · Autonomy
The workflow reads each invoice, checks it for duplicates, prepares the bill in QuickBooks and flags only the ones a person should look at.
n8n · QuickBooks · AI extraction
Q2 · Efficiency
Clients upload what the filing needs through one form. Each file lands in the right Drive folder, gets logged in a tracker, and the client is told when everything is in.
n8n · Google Drive · Google Sheets
Q1 · Visibility
Hours and cost per process, what to automate first, what to leave alone, and a phased build plan. Shown here for a fictional distributor.
Roadmap report
Q2 · Efficiency
A CRM inside Excel: follow-ups due today, one-click personalised follow-up emails through Outlook, pipeline stages and an activity log.
Excel VBA · Outlook
Follow one invoice line, 48,250.00, through month-end close: record, reconcile, consolidate, review. Every step that runs on its own takes days off the close.
10 days → 2
Month-end close for a fund administration client
30–40%
lower DSO
AR Recovery Agent, e-commerce (US and UAE)
Day one
balances tied out after moving three years of books
Zoho migration, India to UAE
Client names withheld under NDA.
We help businesses get more done with the teams they already have. We map how your finance and operations work, put a cost on each manual process, and build the fix: dashboards, workflow automation, accounting system automation, or AI tools where AI is the right answer.
Our fixed-fee first step, usually one to two weeks. We talk to the people doing the work, measure the hours, put a cost on each manual process and hand you a ranked roadmap: what to automate first, what to leave alone, the expected payback and a build plan. The roadmap is yours whether or not you build with us.
Often not. Most of the time the fix is a better spreadsheet, a macro, or two apps connected properly. We recommend AI only where the work needs reading or judgment, such as contracts, PDFs or answering questions from your own documents.
It depends on the process, so we work out what the problem costs you first. The Time Tax Audit is a fixed fee agreed upfront. Builds are scoped and quoted after the audit, and you see the payback math before you see a price.
Every engagement runs under a mutual NDA signed before we see a single file. Data moves only through encrypted channels, and access is limited to the people working on your engagement. For sensitive work, AI can run entirely on your own machines so no data leaves your building.
Excel and VBA, Power Query, Power BI, Tableau, Alteryx, UiPath, n8n, Zapier, Make, Power Automate, Python, Databricks, Snowflake, and AI models from the major providers or open-source models run on your own machines. On the accounting side: Tally, Zoho Books, QuickBooks and Xero. We don't resell any of them, so we recommend what fits.
You do. The code, the files and the documentation are yours, and we train your team to run them. The rule we design by: you should never depend on us to operate what we build.
Every build includes full documentation, hands-on training for your team, two months of support, and KPI check-ins at day 30, 60 and 90 against the baseline we measured at the start.
Yes. We run one- and two-day workshops and six- to eight-week cohorts where finance and operations teams build a real automation for their own business. Some clients use the roadmap to train their team instead of having us build.
Yes. Our client work spans the US, the UAE, Norway and India. Everything runs remotely, and calls are booked in your time zone.
If you run a CA or CPA firm, work as a fractional CFO or consultant, or implement software, and you introduce a business that becomes a client, you share in the revenue that engagement generates for 12 months from the first invoice. It runs on a written agreement, attribution is clear from the first introduction, and your client relationship stays yours.
It's 30 minutes with a founder to map one process. You leave with a view of what it costs you and what to do about it. Sometimes the answer is that you don't need us.
A free series on LinkedIn. Every second and fourth Thursday you can send one task your team does by hand, and Akshat replies personally within seven days with what you can do about it.
Find out for free with the calculator, or talk it through with a founder for 30 minutes.
