Work methodology & governance
A methodical 6-stage process
from Diagnosis to Governed Operation.
No blind projects or unmonitored automations. Every stage incorporates human oversight by design and our control platform.
Audit & Diagnosis
We audit your existing automations inventory and manual processes to identify operational risks and highest-return opportunities across your financial back-office.
Assessment & Governance Plan
Quantitative ROI evaluation, risk matrix, and centralization roadmap in our financial control platform. We define human approval rules before writing a single line of code.
Connection & Pilot in 2 Weeks
We connect your existing automations to our control center and deploy a functional pilot with live data to validate financial rules and human approval queues.
Governed Deployment
Production rollout with bidirectional integration to your ERP systems (SAP, Oracle, NetSuite) and databases. Continuous monitoring and role-based access control.
Financial Control Dashboard
Unified oversight for the CFO and Controller: live process map, immutable audit history, exception rates, and preventative alerts.
Progressive Delegation & Scale
Safe transition from human oversight to autonomous execution backed by continuous accuracy metrics, scaling your operations without operational risk.
Two engagement paths
Two services tailored to your
finance automation maturity.
Whether your team already has automations running or needs to build them from scratch, we deliver governance, traceability, and human control from day one.
Audit & Observability of Existing Workflows
Already have automations running across your backoffice? We centralize, monitor, and govern Python scripts, n8n flows, Power Automate, macros, and AI tools. You gain executive visibility without rewriting underlying business logic.
- Inventory & Dependencies: Centralized mapping of all unattended processes, execution schedules, and accountable owners.
- Tamper-Evident Audit Trail: Structured, timestamped logging of every single run to satisfy SOX, GAAP, and internal reviews.
- Live Monitoring & Alerting: Immediate notifications for API disconnects, data format mismatches, and execution halts.
- Role-Based Access Control (RBAC): Principle of least privilege ensuring only authorized personnel manage or trigger workflows.
Engineering & Deployment of New Processes
Need to automate mission-critical financial operations? We build resilient workflows for Accounts Payable (AP), Bank Reconciliation, and Accounts Receivable (AR) with native ERP integration and built-in human sign-off.
- Automated 3-Way Matching: Instant, zero-typo cross-validation between invoice data, purchase orders, and warehouse receipts.
- Human-in-the-Loop by Design: Any discrepancy, invoice flag, or out-of-policy amount halts for explicit human approval.
- Bidirectional ERP Synchronization: Hardened connectors for SAP, Oracle, NetSuite, QuickBooks, and regional ERP systems.
- Progressive Delegation: Controlled transition toward autonomous processing backed by empirical accuracy metrics.
Enterprise security & compliance
Transparent, secure architecture
for corporate environments.
Engineered to meet the compliance, audit, and information security demands of financial and technology leaders.
Human Oversight Always Active
Every exception, mismatched invoice, or out-of-bounds monetary transaction pauses the pipeline and requires explicit human validation with full context.
Immutable Audit Trail
Permanent, tamper-evident log of every rule applied, user identity, timestamp, and ERP payload. Structured exports ready for external auditors.
Bank-Grade Encryption & Keys
Full encryption of financial data in transit and at rest. Segregated ERP credential storage inside secure vaults with automated key rotation.
Dedicated Cloud or Private VPC
Deploy in our dedicated high-availability environment or entirely inside your organization's private VPC (AWS, Azure, GCP, or On-Prem) for total sovereignty.
Modular Architecture, Zero Lock-In
Decoupled, documented architecture with zero proprietary lock-in to closed vendor ecosystems or single AI model providers. You own your IP.
Native Integration with Core Systems
Non-invasive bidirectional integration with SAP, Oracle, NetSuite, QuickBooks, and local ERPs without traumatic migrations or operational disruption.
Leadership and experience
We govern financial automations because we've run finance from the inside.
We're not a software agency that just discovered AI. As founder, I come from finance operations: I designed AP workflows for a regional unicorn at Accenture, led RPA teams automating accounts payable in Fortune 500 companies, and won regional recognition for reducing month-end close cycles with automation.
That means when we discuss invoice exceptions, bank reconciliations, or approval thresholds, we understand exactly what is at stake.
Schedule Operational AssessmentWhy generic alternatives fall short
A freelancer delivers a script and leaves.
We
deliver the governed process.
Why Controllers and CFOs shouldn't hire generic automation freelancers or unmonitored AI wrappers for mission-critical financial processes.
| Operational Criterion | Freelancer / Generic Agency | Generic AI Tool | MDO Tech |
|---|---|---|---|
| Prior operational diagnosis | Jumps straight to coding | No operational scoping | Assessment + Exception Map + ROI |
| Financial audit trail | Black box with no logs | Generic IT logs, not financial | SOX-ready immutable traces |
| Human approval (HITL) | Manual & informal | Flat email notifications | Interactive reconciliation dashboards |
| Specialized financial expertise | Generalist, no F&A background | Generic prompt boundaries | Methodology aligned to GAAP/IFRS |
| Pricing model | Open-ended hourly rates | Per-message credits that surge | Fixed pricing optimized by volume |
| Post-launch support | Delivers and leaves | Generic documentation only | Continuous monitoring + optimization |
Frequently asked questions
Clear answers for finance and operations leaders.
What if we already have automations running?
We connect them to our control center without rewriting anything. Python scripts, n8n or Power Automate flows, VBA macros, AI projects — we integrate them so you get immutable audit trails, error alerts, and executive visibility over what's already running.
How do we prepare answers for our external auditors?
Every automated decision is logged with timestamp, authorizing user, applied rule, and outcome. This history is immutable and exportable — exactly what an external auditor needs to review without relying on verbal explanations or fragmented screenshots.
Do we need to change our ERP or existing tooling?
No. Our architecture integrates transparently with your existing systems — SAP, Oracle, NetSuite, QuickBooks, proprietary ERPs — via standard connectors. We work with what you have without forcing migrations or infrastructure overhaul.
How long does it take to see results?
The Operational Assessment takes 5 days and delivers a process map, exception map, and ROI estimate. The governed pilot is in production within 2 to 4 weeks with live data, human approval queues, and continuous monitoring.
What makes MDO Tech different from hiring an automation freelancer?
A freelancer delivers a script and leaves. We deliver the governed process: with an immutable audit trail, continuous monitoring, configured human approvals, validated ERP integration, and complete process engineering documentation for total team autonomy.