Finance, people ops & RevOps playbooks

Automation isn’t just speed, it’s better decisions, fewer errors, and time back for growth. Explore expert guides, templates, and case studies to help you automate, scale, and stay compliant.

Your Knowledge Hub for Finance, People Ops & Staffing

Automation isn’t just about speed; it’s about better decisions, fewer errors, and more time for growth. Explore expert insights, step by step guides, and plug and play templates to help you automate, scale, and stay compliant.

Downloadable Resources

Global finance rebuilt, fast (FLYR Labs)

How a mid‑stage airline AI platform stabilized operations, passed audits, and modernized systems.

Hiring engine to match growth (DeepScribe)

Healthcare AI company scaled recruiting with FIAB‑run RPO—from sourcing to onboarding—with clear playbooks and SLAs

Offshoring Enablement (India)

Lower cost, wider talent pool: how US teams built capability in India with compliance, hiring, and operating playbooks.

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Our Blogs

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Month‑end without the chaos

a 30‑day stabilization plan

Collections that actually collect

DSO playbooks for SaaS

AP automation quick wins

vendor intake → 3‑way match in weeks

How to structure your chart of accounts

(and avoid rework)

Driver‑based planning

turn GTM levers into a rolling forecast

Hiring your first finance leader

Controller vs. FP&A vs. CFO

RevOps hygiene

usage, billing, and dispute reduction

BOT in practice

building your India team the right way

Downloadable Resources

Month‑End Close Checklist

Roles, inputs, dependencies, and sign‑offs.

AR Collections Playbook

Email/call cadences, dispute codes, and escalation tree.

AP Vendor Onboarding Pack

W‑9/W‑8, banking, compliance, and master data fields.

KPI Dictionary

Finance + RevOps KPIs with definitions and owners.

Board Pack Template

Metrics, variance reads, and decisions required.

RPO Interview Scorecard

Role‑specific rubrics for structured hiring.

Read Case Study

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Optimizing All-Hands Meetings

In the dynamic landscape of early-stage companies, people’s time is their most valuable resource. All-hands meetings, therefore, are not just routine gatherings but critical investments for collective engagement and strategic alignment.

Is Your Financial Model Worthless?

These were the lamentations a startup founder recently shared about his views on building a financial model, just before we started working together in preparation for his raising his next equity round. I might have expected this

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