Data, AI, and Automation
We help you corral ALL your data from whatever sources exist into a single pane of glass so you can make strategic and tactical decisions to grow your business. On top of that we layer workflow automation and AI to remove manual processes and friction across you organization.
Discover how we have become a leader in delivering top-notch automation, AI, data, and finance services to businesses. Our journey is defined by a commitment to excellence, innovation, and driving financial success for our clients.
We are dedicated to empowering businesses with the services and support they need to remove the friction caused by scattered data, fractured and manual reporting, and unclear insights.
By Replacing Friction
With Flow
Ways
We
Help
Our range of specialty services was developed to meet your automation, AI, and strategic finance needs. Explore our services to discover how we can add value to your business.
Data-Driven Insights
We get all your data, from whatever sources exist, into a single pane of glass so you can make strategic and tactical decisions that grow your company. Get automated, always-updated, complete, and dependable data-driven insights on-demand with our specialized data advising services.
CFO Support
Benefit from our CFO support services tailored to the unique needs of your business. Our expertise enables us to streamline your financial operations and enhance overall efficiency. And our proprietary Found Money Framework adds a layer of fresh insight and control you may be missing right now.
AI Adoption and Implementation
Harness the power of effective and secure AI - without the overblown hype. We cut through the noise and work to identify where you can use AI to actually improve your business processes, decisions, and outcomes. If it's not going to drive results, it's really not worth doing in our view.
Workflow Automation
Eliminate manual processes, spreadsheet wrangling, re-entering data in multiple places, and workarounds that have become "the norm". These things slow decisions and actions down, create conflict, and consume valuable hours your team could be spending driving your company forward instead.
Our Process
The Blueprint for Success
01
Do We Like Each Other and Can We Help?
Seems simple - but successful works starts here. Are our goals, expectations, and respect levels in sync?
02
What Things Could We Do Together?
Our AI/Automation Canvas or Financial Vision Canvas let you, and us, identify a roadmap of the work we could do together.
Client Success Stories
03
Joyful and Impactful Work Where We Help You Achieve Your Goals.
Our fractional offerings with month-to-month contracts ensure we're always aligned, and you're never locked in if things change.
Discover how businesses have achieved financial excellence with our support.
"You showed how all that manual work and spreadsheets weren’t needed at all, even though they had heard from so many other consultants had been telling them it couldn't be done."
“We needed to centralize our data, spread across 6 different systems, into a single repository and automate our financial model based on all that data. White Label's team was able to do that very thing so that we had a live financial model we could use with no more manual, wasted effort.”
“We became a better operation, a better company, and began to generate approximately $950K in additional annual turnover.”
Troy Hildenbrand, CPA
TGH CPAs
Phoenix, AZ
Dr. Ryan Comeau, CEO
Kinetisense Inc.
Medicine Hat, AB
Phil Wilding, CEO
Vast:Visibility
Liverpool, UK