AI for Finance and Accounting

We transform your AI investment into measurable financial results.

Strategic Move bridges the gap between simply adopting AI and achieving tangible business benefits — such as accelerating your financial close, increasing and expediting cash collection, and building a robust data foundation that delivers measurable results.

Start with a Readiness Assessment See the services
44% / 21%
While 44% of businesses adopt AI for the financial close, only about 21% realize measurable ROI—highlighting the gap that Strategic Move helps you bridge.
40–50%
Achieve a 40–50% faster month-end close and reduce reconciliation errors by up to 90%
10–33%
Reduce days sales outstanding (DSO) across the order-to-cash cycle and deliver a return on investment in as little as 3–6 months.
The Opportunity

Over the past two years, finance teams have invested heavily in AI, yet the majority are still awaiting a meaningful return on those investments.

AI initiatives in finance often fall short—not because the models are flawed, but because they’re layered onto slow, inefficient processes and incomplete or inconsistent data.

You've already invested in AI—now let Strategic Move deliver measurable results. If you're considering AI for the first time, we help you build a solid foundation and ensure your investment delivers real, proven financial outcomes from day one. We identify the areas within your finance and accounting functions where AI can drive the greatest impact, address the underlying process and data challenges, and implement solutions with robust controls your team can trust. The result: a faster close, accelerated cash flow, and clear proof of your AI investment's financial return.

Who We Are

Finance and accounting transformation—grounded in deep expertise across operational accounting processes that drive real business results.

Strategic Move is led by Aaron Hall (MBA, PMP, CSM), an accomplished finance and accounting transformation leader with over 20 years of experience managing daily operational accounting (including month-end close, reconciliations, order-to-cash, and revenue recognition), leading mergers and acquisitions, and spearheading large-scale modernization projects such as ERP migrations, process redesign, and automation. This unique combination of hands-on operational expertise, M&A experience, and strategic transformation leadership ensures that AI solutions are not only implemented, but also deliver meaningful results within your finance function.

$3.8B
Successfully executed a $3.8B ledger migration with only 0.001% variance across more than 10 million records—demonstrating meticulous attention to detail and proven expertise in managing complex, high-stakes financial projects.
99%
Achieved 99% billing reconciliation accuracy across multiple global entities—demonstrating strong process controls and the ability to deliver consistent results at scale.
90%
Reduced failed orders by 90% through implementing automated validation—improving operational efficiency and accuracy across order processing.
Finance & accounting transformation

ERP Modernization · Process Redesign · System Integration · Workflow Automation · Change Management

Operational accounting

Month-End Close · Reconciliations · Journal Entries · Order-to-Cash · Procure-to-Pay · Revenue Recognition · Billing & COGS

Systems & ERP

Oracle Cloud ERP · NetSuite · Sage Intacct · SAP · BlackLine · Vertex · Concur

Credentials

PMP · Certified ScrumMaster · MBA, IT Management · B.S. Accounting & Information Systems

What We Do · Five Services

Our approach starts with a low-risk, high-impact initial project and is designed to build lasting in-house capabilities—ensuring your team gains both quick wins and sustainable expertise.

01

AI Readiness Assessment & Roadmap

We begin with a concise diagnostic of your close, order-to-cash, and ERP/data maturity to assess your organization's readiness for AI. You'll receive a prioritized roadmap of the 3–5 highest-ROI use cases, actionable next steps, and a board-ready business case—giving you a practical, lowest-risk first step toward measurable results.

This is your fastest, lowest-risk first step to unlock real financial outcomes with AI.
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02 ★ Flagship

Autonomous Close & Controllership Acceleration

AI streamlines your month-end close with automated reconciliations, intelligent exception flagging, accrual estimates, and AI-generated flux commentary—all backed by robust controls and auditability trusted by controllers and finance leaders.

40–50% faster close · up to 90% fewer recon errors · 8–12 hours recovered each cycle
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03

Cash-Flow Acceleration: O2C / AR Intelligence

AI enhances your order-to-cash process with automated cash application, predictive collections strategies, and accelerated dispute resolution—helping you improve working capital, reduce days sales outstanding (DSO), and drive faster, more predictable cash flow.

DSO down 10–33% · cash-app auto-match up to ~98% · ROI in 3–6 months
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04

ERP + AI Data-Foundation Modernization

The foundation most AI projects overlook: a unified, well-structured ERP and data environment (across platforms like NetSuite, Sage Intacct, SAP, and Oracle) that enables AI solutions to deliver reliable, actionable results.

This critical modernization step revives stalled AI initiatives and ensures future AI projects deliver on their promised value.
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05

Enablement & AI Finance Operating System

Executive and team training, paired with practical playbooks, governance frameworks, AI prompt libraries, and customizable templates—ensuring your team is equipped to operate, adapt, and continuously improve your AI finance environment long after the engagement ends.

Empower your team to fully own and sustain AI-driven finance operations.
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Uncertain about where AI will deliver measurable value for your business?

Every engagement starts with the Readiness Assessment—the fastest, lowest-risk way to pinpoint your most valuable AI opportunities and create a clear plan to realize them.

Request a Consultation →
Why Strategic Move

A finance and accounting expert with hands-on operational experience—not just a tool vendor.

  • ◆
    20+ years running finance & accountingExpertise in controllership, order-to-cash, and ERP transformation—offering guidance grounded in real-world financial operations and first-hand experience closing the books.
  • ◆
    Tool-agnosticWe recommend solutions tailored to your needs and partner with technology providers—never reselling software or pushing a vendor agenda. Our focus is your best interests, not a sales quota.
  • ◆
    ROI-instrumentedEvery engagement tracks measurable outcomes—like days to close, DSO, and hours saved—so you see clear, proven results, not just activities completed.
  • ◆
    PMP & CSM disciplineDisciplined governance and execution, with human-in-the-loop controls to ensure practical, reliable results—not just theoretical recommendations or presentations.

What sets Strategic Move apart

vs. AI/SaaS vendors — as a tool-agnostic partner, we ensure your AI investment delivers tangible ROI, not just technology adoption
vs. Big-4 consultancies — direct senior-level expertise and hands-on delivery, without unnecessary overhead or junior staff
vs. generalist AI consultants — 20+ years of hands-on experience running financial close, order-to-cash, and ERP transformation
vs. fractional CFOs — delivers AI solutions built on a modern, integrated ERP and data foundation for reliable results
Connect with Strategic Move

Begin with a Readiness Assessment to identify your most valuable AI opportunities.

Share a brief overview of your team, and we will contact you to schedule a focused, informative discussion about where AI can drive measurable results in your finance and accounting operations. Based in the Seattle / Puget Sound area, serving mid-market organizations nationwide.

Your information will be used solely to respond to your inquiry.

Prefer email? [email protected]