The DIY Finance Automation Implementation Guide

Summary

A comprehensive blueprint to replace a traditional finance function with an automated, low-cost solution. This guide covers setup, forecasting, VAT handling, board-ready reporting, and debt-chasing automation. By following it, users gain faster monthly closes, improved cash flow visibility, reduced reliance on external accountants, and scalable finance operations without the overhead of a full-time CFO.

Primary Outcome

Automate and streamline finance operations to cut costs while delivering real-time, accurate financial visibility and reporting.

Who This Is For

• Founder/CEO of a small to mid-sized business seeking to cut finance costs and automate reporting
• Head of Finance at a fast-growing startup looking for a scalable, low-cost automation solution
• Operations or finance leader responsible for monthly close and forecasting who wants a practical implementation guide

What You'll Learn

• Step-by-step blueprint for automating finance tasks
• Forecasting, VAT readiness, and board-ready reporting
• Cost-effective alternative to traditional CFO services

Metadata

Category

Education & Coaching

Creator

Kevin Steel

Creator Title

Remote Fractional CFO For £1mm-£20mm Service Companies

Tags

Automation, Financial Models, Cash Flow, Reporting

Published

2026-02-20

Last Updated

2026-02-20

Citation

"The DIY Finance Automation Implementation Guide" by Kevin Steel, PlaybookHub — https://playbooks.rohansingh.io/playbook/finance-automation-implementation-guide

Canonical URL