MichaudOpsDiscuss a Workflow
Finance team office at dusk with reporting dashboards on a laptop

AI & workflow automation for finance and operations teams

Less manual work. More capacity for your finance team.

Michaud Ops helps finance and operations teams automate repetitive workflows, improve reporting, and strengthen operational controls through practical AI and intelligent automation.

Discuss a WorkflowSee How It Works

Practical implementation · Measurable outcomes · Human oversight on every workflow

The problem

Your team shouldn't spend its best hours moving data.

  • Manual data entry
  • Repetitive document processing
  • Spreadsheet-heavy workflows
  • Manual reconciliations
  • Fragmented reporting
  • Repetitive finance and administrative tasks
  • Information trapped across multiple systems
  • Processes that depend too heavily on individual employees
  • Difficulty getting timely, decision-ready information

Automation isn't the goal. Better work is.

Services

Where Michaud Ops Helps

A

Finance & Operations AI Assessment

We examine a high-value workflow, identify where automation and AI can create measurable improvement, and develop a practical implementation roadmap.

  • Current-state workflow assessment
  • Automation opportunities
  • AI use-case identification
  • Data and systems review
  • Risk and control considerations
  • Prioritized implementation roadmap
  • Estimated efficiency and ROI opportunities

Tailored Workflow Assessments

Identify opportunities, uncover inefficiencies, and develop a practical roadmap for improvement.

Start with an Assessment
B

AI & Workflow Implementation

We design and implement a defined workflow improvement, from process redesign and automation through testing, documentation, and team handoff.

  • Workflow redesign
  • Automation
  • AI integration
  • System and API integration where appropriate
  • Testing
  • Human-in-the-loop controls
  • Documentation
  • Team training
C

Executive Reporting & Decision Intelligence

We turn fragmented operational and financial information into clearer, more timely reporting for decision makers.

  • KPI frameworks
  • Automated reporting
  • Data consolidation
  • Management dashboards
  • Exception reporting
  • Decision-support workflows

D · Ongoing

Fractional AI & Operations Advisory

Flexible ongoing support for organizations building their AI and automation capabilities, typically available after an initial assessment or implementation, not as a starting point.

Start with a focused assessment.

Most organizations begin with a defined workflow assessment before committing to implementation. This creates clarity around the opportunity, required technology, implementation effort, and expected business value.

The entry point

Start with One Workflow.

You don't need an enterprise-wide AI transformation to create meaningful improvement.

We start with one workflow where the business case is clear, the process is measurable, and the opportunity for automation is real.

From there, we assess the current process, identify improvement opportunities, design the solution, and help implement it.

01

Assess

Understand the workflow, systems, people, data, controls, and pain points.

02

Design

Identify the right combination of process improvement, automation, AI, and human oversight.

03

Implement

Build, test, document, and hand off a solution that your team can actually use.

Illustrative examples

Examples of Workflows We Can Improve

Representative workflows where automation and AI typically create value, not a list of client engagements.

Finance

  • Invoice and document intake
  • Reconciliation workflows
  • Month-end reporting preparation
  • Financial data consolidation
  • Management reporting
  • Exception identification

Operations

  • Document processing
  • Data entry and validation
  • Workflow routing
  • Internal knowledge retrieval
  • Repetitive administrative processes

Reporting

  • KPI reporting
  • Executive reporting packages
  • Data consolidation
  • Exception monitoring
  • Decision-support workflows

Why Michaud Ops

Technology is only part of the solution.

Effective automation requires more than selecting an AI tool. It requires understanding the business process, the data, the controls, and the people who depend on it.

Business-first

We start with the business problem, not the technology.

Practical AI

We use AI where it creates measurable value, rather than adding AI for its own sake.

Controls & Oversight

Automation should improve efficiency without sacrificing accountability, accuracy, or appropriate human review.

Implementation Focus

We help move ideas from assessment to working processes.

Process

How We Work

  1. 01

    Understand

    We start by understanding the business process, pain points, systems, data, and desired outcome.

  2. 02

    Prioritize

    We identify the opportunities with the clearest business value and practical path to implementation.

  3. 03

    Build

    We design and implement the workflow improvement using appropriate automation and AI.

  4. 04

    Measure

    We establish practical measures of improvement, such as time saved, reduced manual work, faster reporting, or improved process visibility.

  5. 05

    Improve

    Successful workflows can become the foundation for additional automation and operational improvements.

About the founder

Built from experience at the intersection of finance, risk, data, and operations.

Lida Michaud, Founder of Michaud Ops

Lida Michaud is a financial risk, data, and operations executive with more than 10 years of experience working across financial institutions, regulatory supervision, investment oversight, technology, data, and enterprise operations.

She has led initiatives involving business operations and strategy, financial and operational risk, process improvement, data management, technology implementation, reporting, controls, and automation.

Her approach combines business expertise with technology implementation, helping organizations identify where AI and automation can create practical, measurable improvement.

MBA in Business Analytics and Machine Learning, Babson · Professional certificate in Machine Learning and AI, MIT · BSc in Computer Science.

Lida Michaud, Founder, Michaud Ops.

Experience That Connects Business, Technology & Risk

Financial Risk & Regulatory Supervision
Data & Analytics
Technology & Operations
Process Improvement
AI & Automation
Controls & Governance

Prior professional experience

Previously served as VP of Business Operations & Strategy, leading initiatives across technology, data, information security, and enterprise operations. Earlier, led the development of technology-enabled investment supervision and reporting capabilities at Peru's banking, insurance and pension regulator, improving workflows, data quality, exception management, and decision support. Replacing spreadsheet macros with a validated system doubled the efficiency of investment risk analysis. Also examined operational risk and information security controls across 18 financial institutions.

Data & security

Responsible automation matters.

Solutions are designed with appropriate human oversight, data protection, access controls, and process governance in mind. Specific security and data-handling requirements are evaluated as part of each engagement.

Contact

Have a workflow that shouldn't be this manual?

Let's look at the process together and determine whether automation or AI can create a meaningful improvement.

The first conversation is free: we'll understand the challenge and determine whether there is a potential fit. Detailed workflow analysis and an implementation roadmap are part of a paid assessment.

Prefer to just grab a time? Book directly at calendly.com/lidamichaud.

lida@michaudops.com·LinkedIn

Brookline, Massachusetts · Working with organizations across New England

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