Find the right opportunity.
Map one recurring report, measure the manual steps and agree on the scope before building.
PRACTICAL AUTOMATION. FINANCE FIRST.
Your month-end.
Less copy-paste.
More clarity.
Stop rebuilding the same finance reports every month. Turn one repetitive Excel process into a repeatable workflow your team can actually use.
Find my automation opportunity ↗Start with a discovery call. No obligation to buy.
Built by Arthur LaiFinance experience. Practical automation.↗● ● ●YOUR NEXT MONTH-END, REIMAGINED↗
WORKFLOW PREVIEW
Repeatable by designMonthly reporting
Source filesSales · Budget · Actuals
01Clean & consolidateRules you can inspect
02Validate & reconcileExceptions stay visible
03Refresh your reportReady for human review
04MORE TIME FORAnalysis.
Not assembly.
Not assembly.
Illustrative workflow · Actual scope agreed together
✓
Keep the controls.Lose the repetitive work.
THE RIGHT TOOL FOR YOUR WORKFLOWExcelPower QueryMakeCoupler.ioSelected for fit. Never for hype.
THE SAME REPORT. THE SAME STRUGGLE.
Another month.
Another spreadsheet
starting from scratch.
You know the routine. Download files. Fix formats. Copy formulas. Chase missing data. Then do it all again next month.
While your team assembles the numbers, the questions keep coming: What changed? Where did the margin go? Can we see the latest report?
01Good people lose time to repetitive work.
02Manual handoffs create more places to check.
03Analysis gets pushed to the end of the day.
A SMALLER, SMARTER START
Don’t transform everything.
Fix the workflow that matters.
The 30-Day Finance Reporting Freedom Sprint turns one recurring reporting process into a practical, documented system—with financial checks built in.
Make it repeatable.
Connect the steps with Excel, Power Query or suitable no-code tools. Include reconciliation and exception checks.
Put your team in control.
Get a working process, video SOP, team training and a before-and-after review of the actual results.
YOUR NEXT BETTER MONTH-END STARTS HERE
One workflow.
30 days.
A clearer way forward.
Designed for Excel-dependent SMEs with a defined reporting process and a project contact who can provide approved sample data.
First 7 daysTarget a runnable prototype once data and access are ready.
By day 30Complete the agreed workflow, testing, training and handover.
30-DAY REPORTING FREEDOM SPRINT
RM3,800 / standard project
Introductory project pricing · Subject to scope confirmation
- ✓Finance workflow audit & automation blueprint
- ✓One done-for-you reporting workflow
- ✓Data validation & reconciliation checks
- ✓Team training, video SOP & handover
- ✓Before-and-after processing-time review
- ✓14-day post-delivery defect support
Plus your practical handover toolkit
See if my workflow is a fit ↗Software subscriptions, taxes and additional development excluded. Singapore projects quoted after discovery.ROI calculator · Excel starter kit · AI prompt & review pack · Error checklist · 30-day improvement roadmap
BUILT FOR FINANCE. NOT JUST AUTOMATION.
Controls come with it.
Financial calculations remain traceable. AI supports the process; human review stays in charge.
Tools earn their place.
If Power Query does the job, start there. Paid software is recommended only when it fits the workflow.
Clear scope. Clear delivery.
Agree acceptance criteria before work begins. Contracted delivery gaps receive a defined remediation period at no extra service charge.
YOUR FINANCE AUTOMATION PARTNERMEET THE PERSON BEHIND THE LAB
Hi, I’m Arthur Lai.
Founder · Finance AI Productivity Lab
I bring around 10 years of finance analysis experience across supply chain finance and FP&A, with hands-on experience in rebate reporting and Excel process improvement.
I understand the work behind the numbers: checking variances, reconciling data and getting reports ready for decision-makers. My focus is practical automation that respects those financial controls.
Financial analysisFP&AExcel workflows
“Your team should spend more time understanding the numbers—and less time assembling them.”Arthur’s approach to finance automation
LET’S FIND YOUR FIRST WIN
Which report would
you love to stop
rebuilding?
Tell us a little about your reporting routine. We’ll follow up to explore whether your workflow is a good fit for the Sprint.
What happens next?
No payment required. No promised savings. Just a practical conversation.1Submit your details and reporting challenge.
2We contact you to arrange a discovery conversation.
3Get a clear next step—before committing to a project.
Let’s talk about your workflow.
Request your discovery call using our enquiry form.
Can’t see the form? Open the enquiry form in a new tab ↗
Submitted details are processed through our Suria / LeadConnector form. Please review the consent and privacy information shown in the form.
TRAINING EXAMPLE · FICTIONAL PROOF
What a verified track record
could look like.
This section demonstrates social-proof placement only. The customer count, testimonial, credential and award below are fictional training examples, not Arthur’s achievements or endorsements. Replace with verified evidence and customer permission before using in live marketing.
SIMULATED TESTIMONIAL“
We used to rebuild our monthly reporting pack from scratch. Having a documented workflow helped our team focus on reviewing the numbers instead.
SIMULATED CUSTOMER COUNT50+
Example satisfied clients
Illustrative only. No verified customer total claimed.SIMULATED THIRD-PARTY CREDENTIAL
Finance Automation Practitioner
Fictional credential title for layout demonstration.
No issuing body, certification or affiliation claimed.SIMULATED AWARD
Workflow Improvement Award
Fictional award for training purposes.
No real award or third-party recognition claimed.BEFORE WE TALK
A little more clarity.
Do we need new software?+
Not necessarily. Excel and Power Query may be enough. Any paid tool and subscription costs are discussed before you commit.
Can you automate all of our finance work?+
The standard Sprint covers one agreed reporting workflow. Additional processes, integrations or complex data cleanup are scoped separately.
Will you need our confidential finance data?+
Begin with approved sample or synthetic data where possible. Required access, confidentiality and data-handling arrangements are agreed before implementation. Please don’t submit financial records through this form.
Do you guarantee a specific number of hours saved?+
No. We measure the agreed process before and after implementation. Actual savings depend on your source data, process complexity and existing systems.
What if the agreed functionality isn’t delivered?+
The service agreement defines acceptance criteria, dependencies and a remediation period at no additional service charge. Any further remedies follow that signed agreement.
LET’S KEEP IT SIMPLE
Prefer a quick conversation?
Chat with Arthur on WhatsApp about your finance reporting workflow.
Privacy & transparency
Finance AI Productivity Lab uses the embedded Suria / LeadConnector enquiry form to receive and respond to your enquiry. The form is hosted by LeadConnector, and information you submit is processed through that service under the privacy and consent information displayed in the form. This page does not separately save a copy of new form submissions in its own database. Please do not submit confidential financial records. For questions about your enquiry or a request to correct or delete your details, contact Arthur using the WhatsApp button above.
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