Eagentix Executive Advisory

Free Finance & Operations AI Diagnostic

A hands-on 3-hour process diagnostic for CFOs and Ops leaders. Uncover month-end, invoicing, and reconciliation bottlenecks, test one live automation, and map your high-friction workflows.

Frequently Asked Questions

Is this really free?

Yes. There is no pitch and nothing to sign afterwards. Whatever automation we build is yours to keep. We qualify applications because each session requires three hours of senior practitioner time.

Do you need our accounting passwords or bank data?

Never. Your team operates their own screens and tools. We coach from beside you. Anonymized data can be used whenever needed, and we execute an NDA beforehand.

What systems do you support?

Microsoft Excel, Google Sheets, Xero, QuickBooks, NetSuite, SAP, Salesforce, Microsoft 365, and modern SQL databases.