Workflow Specification
Triggers, input data, validation rules, actions, exceptions and required outputs.
DHISORA / ADVISORY
AI Automation for Finance, Accounting & Procurement
Design repeatable work for AI assistance while retaining review, exception handling and professional accountability.
A situation to discuss
Do documents, reconciliations, follow-up and transaction checks leave the team little time for analysis?
Back to expertiseOutputs agreed for the engagement
Human Review & Audit Trail
Human judgment points, approval authority and evidence of system activity.
Pilot & Acceptance Plan
Simulated-data testing, accuracy criteria and a safe stopping or recovery process.
How the work proceeds
- 01
Select work with clear rules and data, defining outcomes and risks.
- 02
Design the flow and exception handling with reviewers and required systems.
- 03
Test accuracy and time use before deciding on live implementation.
What to prepare
Redacted document examples, validation rules, transaction volumes, current systems and approval boundaries.
How value is monitored
Time saved, accuracy on a defined test sample, exception rate and completeness of evidence.
Scope and accountability
A workflow design does not establish that systems are connected. Technology, permissions and ownership must be confirmed before use. AI does not independently approve payments or professional conclusions.
DHISORA ADVISORY
Begin with your business question
Describe the situation, question and desired outcome to discuss a suitable scope. The current form prepares an email for you to review and send.