Finance & Accounting

Spot disengagement in financial teams and surface growth pathways through workload optimization and automation.

Journey (finance / accounting flow)

json
Weekly check-ins (close notes, audit prep, desk journals)
    → Burnout scoring (exhaustion, detachment, efficacy)
    → Blocker extraction (deadline stacking, control gaps, tool friction)
    → Pathways (automation playbooks, role rotations, calm sprints)
    → Lead brief (trend + blockers + suggested moves)
    → Follow-up pulse (short async, bi-weekly)

Challenges we watch

  • Deadline stacking: quarter/annual close compression, concurrent audits.
  • Precision pressure: fear of errors, rework loops, review fatigue.
  • Tool friction: ERP swaps, spreadsheet sprawl, brittle macros.
  • Compliance overload: rapidly changing regs, documentation drag.

Interventions we return

  • Workload shaping: stagger deliverables; redistribute reconciliations.
  • Automation nudges: surface playbooks for repeat entries/roll-forwards.
  • Role rotations: rotate off audit prep after heavy cycles; pair on reviews.
  • Recovery windows: lighter sprint post-close; cap meeting load.

Inputs that work best

  • 40–120 words from close retros, audit prep notes, weekly desk journals.
  • Keep identifiers out unless cleared; use IDs not names.

Example request

json
curl -X POST https://api.stageonego.com/v1/detect \
  -H "Authorization: Bearer $STAGEONEGO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "text": "Month-end close overlapped with audit requests. Rebuilding schedules twice."
  }'

Example response (trimmed)

json
{
  "data": {
    "burnout_intensity": {
      "score": 0.46,
      "risk_level": "yellow",
      "trend": "rising"
    },
    "symptoms": ["emotional_exhaustion", "cognitive_friction"],
    "incoming_blockers": ["deadline_stacking", "rework", "tool_friction"]
  },
  "meta": {
    "request_id": "req_finance_123",
    "timestamp": "2024-01-15T10:35:00Z"
  }
}

Safeguards

  • Decision support only; keep managers/people ops in the loop.
  • No raw-text storage by default; enable explicitly if needed.
  • Respect your escalation paths for acute distress or compliance issues.

© 2026 StageOneGo. All rights reserved.