Process Automation Diagnostic
Finance Controls & Automation Diagnostic
A fixed-fee, expert-led diagnostic for founders, CEOs, and CFOs who need to understand exactly where manual finance processes are creating risk, inefficiency, or control gaps — and receive a practical roadmap for what to do next.
Who This Is For
- ✓Founders and CEOs scaling operations who rely on too many manual finance processes
- ✓CFOs who need a clear view of where controls are weak and where automation would reduce risk
- ✓COOs and Finance Directors with fragmented systems and manual reporting bottlenecks
- ✓Growth-stage fintechs and SMEs (20–500 employees) preparing for scale, audit, or investment
- ✓Leaders who know something needs to change in finance ops — but have not yet mapped the problem
Why Act Now
- Manual finance workflows create silent operational risk that compounds as you scale
- Each month of delay means another month of manual reconciliation, error exposure, and management time lost
- Automation investment delivers the best ROI when built on a proper diagnostic — not piecemeal tooling
- Investors and acquirers scrutinise finance control environments at due diligence — gaps cost more to fix under pressure
- A £3,000 diagnostic that surfaces a £50,000+ annual efficiency opportunity pays for itself many times over
What Is Included
Pre-engagement scoping call
A focused call to identify your 1–2 highest-priority finance workflows and align on the diagnostic objectives before we begin.
Expert process mapping
Structured review of your current-state workflows — mapping manual steps, decision points, handoffs, and control weak points with precision.
Controls gap assessment
Identification of where your current processes expose the business to error, fraud risk, reporting inaccuracy, or compliance gaps.
Automation opportunity scoring
Each identified opportunity is ranked by implementation effort and expected business impact — so you know exactly where to act first.
ROI and business case framework
A practical framework to quantify the return on automation investment — giving you the numbers to make informed decisions and secure stakeholder buy-in.
Written findings report and roadmap
A clear, board-ready report delivered within 1–2 weeks — with prioritised recommendations, effort estimates, and a defined implementation roadmap.
What You Receive
- ✓Written diagnostic report (8–12 pages)
- ✓Automation opportunity map with effort/impact scoring
- ✓Controls gap summary with risk ratings
- ✓Prioritised implementation roadmap
- ✓Project proposal for the next phase (if relevant)
Commercial Terms
- ✓£3,000 fixed fee — no retainer, no hidden extras
- ✓Findings delivered within 1–2 weeks of engagement start
- ✓Scope: review of 1–2 priority finance workflows
- ✓Expert-led engagement with written deliverables throughout
The diagnostic gave us exactly what we needed — a clear picture of where our finance operations were exposed and a practical roadmap we could act on immediately.
Chief Financial Officer
Growth-Stage Fintech, London
Frequently Asked Questions
What counts as a priority workflow?
Any finance process that currently runs on significant manual effort — reconciliations, month-end close, expense management, AP/AR processing, or management reporting. You identify the workflows you want to prioritise; we help you validate which will deliver the highest impact.
How long does the engagement take?
The typical engagement runs 1–2 weeks from initial scoping call to delivery of written findings. This includes a pre-engagement questionnaire, one or two working sessions with your team, and preparation of the report and roadmap.
Who should be involved from our side?
Ideally 1–2 people who own or have visibility of the finance processes being reviewed — the CFO, Finance Director, or Finance Manager. The session is designed to surface gaps, not test your documentation.
What happens after the diagnostic?
You receive a written report and prioritised implementation roadmap. From there, you can implement the recommendations independently, engage KPN Advisory to lead the implementation (typically a £10,000–£15,000 project), or explore an ongoing advisory retainer.
Is the £3,000 credited against a larger project?
Yes. If you proceed with a KPN Advisory implementation project within 60 days of receiving your diagnostic report, the £3,000 diagnostic fee is credited against the project investment.
Is this a sales pitch?
No. The diagnostic is a genuine, expert-led assessment. You will receive honest findings regardless of whether you engage us further. Many clients find it valuable as a standalone exercise.
Identify Your Automation Opportunities
A £3,000 fixed-fee diagnostic. Written findings and implementation roadmap within 1–2 weeks.