Smart Financial Systems for Small Business
Figure out where AI and technology fit in your financial processes and how to make it actually work for you.
You’ve heard a lot about all the new technology being released in the market. Many small business owners want to leverage the benefits, but are concerned about making the wrong choices, not understanding the full picture or failing to integrate the systems correctly.
Our goal is to help small business owners figure out where technology and AI tools can save real time, improve financial visibility, and reduce the manual work that’s been eating your week – then we help you put the right ones in place.
This isn’t a software subscription or a one-size-fits-all implementation. It’s a structured process built around how your specific business runs to provide solutions customized to you.
Who This Is For
- Spending too many hours on repetitive finance and administrative tasks
- Reacting to cash flow and profitability problems instead of using data and systems to see them coming
- Curious about AI and technology benefits for your back office but not sure what’s actually worth using
- Ready to build smarter systems without a steep learning curve
You don’t need to be a Thryve bookkeeping or CFO client to work with us on this. Our Smart Financial Systems service stands on its own.
What's In Scope
- Customer invoicing
- Accounts receivable, collections, and payment follow-up
- Accounts payable, including bill entry and approval
- Vendor payments and cash disbursement
- Expense report processing and reimbursement
- Receipt capture and categorization
- Proposal and quote writing
- Sales order processing
- Payroll
- Month-end close and reporting
- Financial reporting and dashboards
- Tax prep and filing
- Cash flow forecasting and planning
- Cash position monitoring and daily cash management
- Budgeting and variance analysis
- Job costing and project profitability analysis
- Customer or product margin analysis
- Merchant fee and payment processing reconciliation
- Contract management and renewal tracking
- Client and customer communications related to billing or account status
- Vendor communications and management
If your process touches money, reporting, or financial decision-making, it’s likely in scope. If you’re not sure whether something fits, that’s exactly what the first conversation is for.
Know This Is What You Need?
You don’t have to read the whole process to start the conversation. If you’re ready to talk through your business, reach out now.
How It Works
Our Smart Financial Systems Review is a focused one month engagement built around five clear phases. Here’s what that looks like:
Phase 1: We learn your business.
Before we look at any tools, we start with your goals, your pain points, your current tech stack, and how your finances are set up today. We document everything so nothing gets missed.
Phase 2: We map how work actually flows.
We walk through your finance and administrative workflows with you: how tasks move, who handles what, where time gets lost, and where errors tend to happen. We focus on the three to five workflows where change would matter most.
Phase 3: We identify what’s worth doing.
For each workflow, we identify where AI or other technology can realistically add value and what kind of effort it would take. We’re honest about what isn’t worth pursuing. We outline those parts of the process that are not adding value and can be eliminated. We also pinpoint foundational financial process opportunities your company can take advantage of regardless of technology choices. Every opportunity gets scored on impact and effort so you can make an informed decision.
Phase 4: We build your roadmap.
Everything comes together in a full audit report: visual workflow maps, an opportunity matrix, tool recommendations, and a prioritized 90-day action plan. You’ll know exactly what to do, in what order, and why.
Phase 5: We walk through it together.
We present the findings, answer your questions, and talk through next steps. You can take the solutions to implement yourselves or ask us to assist you.
What You Walk Away With
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A clear picture of where technology, AI and other changes can realistically help your business
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Visual maps of your current finance and operations workflows
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A scored opportunity matrix with honest impact and effort ratings
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Tool recommendations matched to your specific situation
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A prioritized 90-day action plan you can actually execute
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A full analysis to reference and share with your team
Pricing
Pricing is finalized during the initial call and is dependent on the number of processes you want to complete and complexity of the business.
Frequently Asked Questions
Do I need to be an existing Thryve client?
No. The Smart Financial Systems Review is a standalone service. You don’t need to have a bookkeeping or CFO relationship with us to get started.
How is this different from just signing up for an AI tool on my own?
The tools themselves are only part of it. The bigger challenge is understanding your current situation, differentiating between the options, prioritizing the opportunities and connecting all the updates together into one cohesive strategy to integrate within your current structure. That’s the work we do.
What if my books aren't in great shape?
That’s actually important information for us to know. Messy books may affect which solutions will work for you and in what order things need to happen during the implementation phase. We’ll surface that in the review and help you understand what needs to be addressed first.
What kinds of processes does Smart Financial Systems actually cover?
We focus on financial and administrative processes – things like invoicing, accounts payable, payroll, financial reporting, and cash flow forecasting. We don’t cover general business operations or workflow outside of the financial function. If you’re unsure whether something fits, ask us directly during your first conversation.
What happens after the review?
That’s up to you. You have a few options: move into an implementation engagement with us or take the roadmap and execute on your own. There’s no required next step.