ElevateFinance Group
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Finance operations, automation, AI, and systems integration under one operating model.

We help growing businesses reduce manual work, improve financial visibility, connect systems, and implement practical automation that teams can run confidently.

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Finance Ops

Finance Operations

Retainers from $4,000 – $8,500 / month

Clean up the finance workflows that slow cash, close, reporting, and operational visibility.

Best for: Growing businesses with manual billing, inconsistent reconciliations, aging AR, or reporting that still depends on too many spreadsheets.

Who leads this: Arabel Ortega — Finance Partner, Elevate Finance Group.
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What we improve

  • Cleaner billing and AR workflows
  • Faster reconciliations and close
  • Better cash and revenue visibility
  • Documented operating procedures

Common signals

  • Invoices, payments, and customer records do not reconcile cleanly.
  • Month-end close depends on manual checklists and tribal knowledge.
  • AR is reactive and leadership cannot see collection risk early enough.
  • QuickBooks, Stripe, or spreadsheets tell different versions of the same story.

Typical scope

AR cleanup, aging review, collections cadence, and escalation process design.
Reconciliation support for cash, AR, revenue, Stripe, QuickBooks, and related operating systems.
Billing operations review across invoices, payment collection, subscription changes, and exception handling.
Reporting cleanup so leadership can see what changed, what is stuck, and what needs action.
Process documentation your team can actually maintain after handoff.

Process

  1. 01Week 1: Current-state review, system access, workflow mapping, and bottleneck inventory.
  2. 02Weeks 2-4: Cleanup, reporting redesign, process fixes, and team walkthroughs.
  3. 03Ongoing: Optional monthly support for close, AR, reporting, and finance operations.

Automation

Workflow Automation

Fixed-scope automation projects

Replace repetitive operational work with reliable workflows, approvals, dashboards, and alerts.

Best for: Teams losing hours to repeated data entry, spreadsheet refreshes, status updates, approvals, or manual handoffs between departments.

Who leads this: Andrew DiCosmo — Technology Partner, Elevate Finance Group.
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What we improve

  • Less manual data movement
  • Clearer handoffs and approvals
  • Automated reporting cycles
  • Lower operational drag

Common signals

  • Someone exports the same report every week and rebuilds it manually.
  • Work gets delayed because approvals, reminders, or next steps are unclear.
  • The team is using spreadsheets as a workflow engine.
  • Leadership wants visibility without asking for a custom update every time.

Typical scope

Invoice, reporting, dashboard, and internal workflow automation design.
Approval workflows for finance, operations, customer requests, or leadership review.
Automated reminders, exception queues, and recurring operating reports.
Workflow documentation with owners, triggers, systems, and failure handling.
Training and handoff so your team understands how the automation works.

Process

  1. 01Week 1: Workflow discovery, automation candidate scoring, and design approval.
  2. 02Weeks 2-5: Build, test, and refine automations against real operating scenarios.
  3. 03Week 6: Launch, documentation, and post-launch adjustment window.

AI Systems

AI Solutions

Practical AI implementation

CTO-led AI implementation that puts useful assistants and document workflows into production without hype or operational risk.

Best for: Businesses that want practical AI in operations, support, reporting, or document workflows — built by someone who has shipped production AI systems, not prototypes.

Who leads this: Andrew DiCosmo — Technology Partner, Elevate Finance Group.
Discuss this service

What we improve

  • Useful AI assistants
  • Document and inbox automation
  • Faster reporting summaries
  • Clear controls and review steps

Common signals

  • Your team wants AI but does not know which use cases are worth building.
  • Documents, emails, or reports pile up before anyone can act on them.
  • Support or operations requests need better triage before they reach a person.
  • Leadership wants faster summaries without losing accuracy or context.

Typical scope

AI workflow assistants for internal operations, finance review, support triage, or recurring requests.
Document automation for summaries, intake, routing, and structured extraction.
AI reporting summaries that help leaders interpret operational movement quickly.
Customer support or internal helpdesk automation with clear escalation paths.
Guardrails, human review points, and documentation for responsible use.

Process

  1. 01Week 1: Use-case selection, data review, risk review, and success criteria.
  2. 02Weeks 2-4: Prototype, test with real examples, and refine prompts or workflow logic.
  3. 03Weeks 5-6: Launch, train users, document controls, and monitor performance.

Fractional

Fractional RevOps / Senior Accountant

$4,000 – $8,500 / month

Connect the systems your business runs on so finance, sales, operations, and leadership share the same source of truth.

Best for: Companies using QuickBooks, Stripe, CRM tools, spreadsheets, and custom systems that do not pass clean data between teams.

Who leads this: Arabel Ortega (Finance Partner) and Andrew DiCosmo (Technology Partner) — both founders review every assessment together.
Discuss this service

What we improve

  • Cleaner system handoffs
  • Fewer duplicate records
  • Stronger source-of-truth logic
  • Better operational visibility

Common signals

  • Sales, finance, and operations each maintain their own version of customer data.
  • Stripe, QuickBooks, and your CRM do not reconcile without manual cleanup.
  • Important status changes are trapped in one system and invisible elsewhere.
  • Dashboards are delayed because the underlying data is not connected.

Typical scope

API integrations between finance, CRM, payments, forms, dashboards, and internal systems.
QuickBooks and Stripe workflow review, reconciliation logic, and data mapping.
CRM integration design for customer, billing, revenue, and status handoffs.
Operational dashboards that reflect how the business actually works.
Monitoring, documentation, and exception handling for broken syncs or bad data.

Process

  1. 01Week 1: Systems inventory, data mapping, source-of-truth decisions, and integration design.
  2. 02Weeks 2-6: Build, test, reconcile, and validate the integration flow.
  3. 03Week 7: Launch, train owners, and deliver documentation.

Operational Efficiency Assessment

A focused assessment before a larger build.

We review your workflows, systems, reporting, bottlenecks, and automation candidates. You leave with a prioritized roadmap that separates quick wins from deeper systems work.

Workflow map for finance, operations, approvals, and reporting handoffs.
Bottleneck and inefficiency inventory with business impact.
Automation and AI opportunity list ranked by value and implementation effort.
Systems integration recommendations for QuickBooks, Stripe, CRM, dashboards, or custom tools.
Project roadmap with recommended first engagement and success measures.
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Elevate Finance Group

Not sure where to start?

Start with the assessment. We will identify the operational friction, then recommend the right finance, automation, AI, or systems project.

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