Operating question
Where does the workflow lose value?
Bring one workflow where inquiries, requests, approvals, or reporting lose time, context, or accountability.
What You Get First
A concrete deliverable, not a vague recommendation.
Candidate workflows
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Invoice intake, coding, missing-backup flags, and approval routing
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Recurring owner, management, or board reporting packets
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Month-end close checklists, variance notes, and exception tracking
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Vendor, AR, AP, and customer finance queue summaries
Production path
We configure, connect, or build the right controlled solution, prove it against acceptance measures, and prepare the team to own the change.
Explore the Production SprintCommon Workflow Problems
Start where the manual work is already costing time, speed, or visibility.
Workflow signal
Finance leaders keep rebuilding recurring reports from spreadsheets, accounting exports, dashboards, and manager commentary.
Discuss this workflowWorkflow signal
Invoices, receipts, statements, contracts, and finance packets arrive incomplete or without a clear approval path.
Discuss this workflowWorkflow signal
The team needs a safer plan before automating close, reconciliations, approvals, or sensitive finance workflows.
Discuss this workflowWorkflow signal
Several back-office workflows need ongoing monitoring, cleanup, and improvement.
Discuss this workflowWorkflows Lasso Automates
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Invoice intake, coding, missing-backup flags, and approval routing
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Recurring owner, management, or board reporting packets
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Month-end close checklists, variance notes, and exception tracking
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Vendor, AR, AP, and customer finance queue summaries
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Document review workflows for statements, contracts, receipts, and reconciliations
Why Teams Trust It
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Human approval before payments, journal entries, commitments, customer notices, or financial decisions
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Source-of-truth notes so numbers, exceptions, and commentary are reviewable
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Clear access boundaries for accounting systems, bank data, customer records, and vendor files
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Designed around existing accounting tools, spreadsheets, inboxes, and approval paths
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Start with one report, queue, or close checklist before touching broader finance operations
ENGAGEMENT PATH
Put one workflow into production. Then expand what works.
When the workflow, owner, access, and measurable result are clear, Lasso starts with a focused Production Sprint. Other structures fit different operating and economic conditions.
$40K-$75K
01 · Production Sprint
Put one tightly scoped workflow into production in 4-6 weeks, with integrations, controls, acceptance, rollout, and training.
Review the Sprint$25K-$50K minimum + performance economics
02 · Outcome Partnership
Align part of the commercial structure to attributable recovered revenue, savings, margin, or transaction economics.
Discuss this structure$25K-$75K implementation + $10K-$25K+ / month
03 · Managed Workflow
Build and operate a defined workflow with accountable monitoring, exceptions, reporting, and improvement.
Discuss this structure$30K-$75K+ / month
04 · AI Operating Partner
Continuously transform high-value workflows over a 3-12 month operating horizon.
Discuss this structureSYSTEMS
Designed for real operating environments.
QuickBooksNetSuiteSageBill.comRampExcelGoogle Sheetsemailshared drivesCRMs
Decision questions
Why start with one workflow?
A defined workflow creates a measurable baseline, clear ownership, practical access requirements, and a production result the business can evaluate.
What if production cannot be scoped responsibly?
A $20K-$35K Workflow Scan can establish the baseline, economics, controls, feasibility, and production plan before implementation.
What happens after a successful Sprint?
Lasso can expand the build, operate the workflow as a Managed Workflow, structure an Outcome Partnership, or serve as an ongoing AI Operating Partner.