Neville Ops — Cincinnati / NKY & Remote

Automation with a payback period.

CPA-built AI automation for small-business finance & ops. Every engagement starts with the math: hours saved, dollars returned, time to break even.

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Start with a free automation audit

Thirty minutes on how your finance and ops work actually runs today. No pitch deck, no discovery-call theater — a working session with a CPA who has run these processes for 15 years.

What it is

A 30-minute walkthrough

We go through your close, reporting, AP/AR, and the recurring work your team does by hand. You talk, I take notes. That's the whole meeting.

What you get

A prioritized shortlist

Within a few business days: the automations worth building, each ranked by hours saved per month and estimated payback period. A finance document, not a sales document.

What it costs

Nothing

The audit is free and the shortlist is yours to keep — build it with me, build it with someone else, or build nothing. If automation isn't worth it for your business yet, the shortlist will say so.

The boring, expensive work

Finance and ops only — not IT, not generic "AI consulting." These are the workflows I've run myself and now automate for small and mid-sized businesses.

Month-end close

Checklists chased by email, accruals rebuilt from memory, a close that swallows the first two weeks of every month.

Close in days, not weeks.

Reconciliations

Bank recs, credit cards, intercompany tie-outs — hours of matching rows a person never needed to do by hand.

Hours of tie-outs become minutes of review.

Reporting & dashboards

The monthly package rebuilt by hand every cycle, screenshots pasted into slides, numbers that go stale before anyone reads them.

The board deck builds itself.

AP / AR

Invoices keyed in manually, approvals lost in inboxes, receivables nobody chases until cash gets tight.

Invoices coded, chased, and filed without a human in the loop.

Recurring data entry

The same numbers moved between the same systems every week, by someone you're paying to think.

Re-keying goes to zero; errors go with it.

Spreadsheet → workflow

The spreadsheet everyone's afraid to touch — one person understands it, and it breaks when they're out.

Tribal-knowledge spreadsheets become systems anyone can run.

A finance operator, not an agency

I'm Rob Neville — CPA, ex-EY, 15 years in FP&A, most recently leading finance at a 250-person cybersecurity SaaS company: $100M+ raises, board reporting, close after close after close.

Then I started automating the work instead of doing it. The first process I automated saved a company $30k+ in its first year, and it became a commercial product. Neville Ops is that same work, done for your business.

Most AI shops are generalists or IT-focused. They can build an automation; they can't tell you which of your controls can't break, or which of your hours shouldn't exist. I've spent 15 years inside the workflows I automate — that's the difference between a tool and a result you'd sign off on.

Where I work

QuickBooks NetSuite Excel / Google Sheets Claude / AI models Snowflake Looker Bill.com Ramp Your inbox

Audit to autopilot, in four steps

01

Audit

Thirty minutes, free. We map how the work runs today and where the hours actually go.

02

Roadmap

A prioritized shortlist of automations, each with hours saved per month and estimated payback. You pick what's worth building.

03

Build & integrate

I build inside the tools you already use — QuickBooks, NetSuite, Excel, email. No rip-and-replace, no new logins for your team.

04

Run & improve

A monthly retainer keeps every automation maintained, measured, and extended as your business changes. That's the engagement — ongoing, not one-and-done.

Measured in hours and dollars

$30k+ First-year savings from one automated contract process
15 yrs FP&A experience, from EY audit to SaaS finance leadership
CPA Licensed — your books stay audit-ready

"Client testimonial coming soon — early engagements are in progress and results will be published here, with numbers."

— Placeholder

"Ask me for a reference call in the meantime — I'd rather you talk to a real person than read a stock quote."

— Rob Neville, Neville Ops

Straight answers

What does "AI automation" actually mean for a business my size?

Software that does the repetitive parts of finance and ops work — reading invoices, matching transactions, drafting reports, sending reminders — with a person still reviewing what matters. No data scientists, no six-month IT project. Most of what I build runs inside the tools you already pay for.

How do you price?

A monthly retainer, sized to the scope of what's running. The roadmap from your audit shows the estimated payback for each automation before you commit to anything — if the math doesn't work, we don't build it. No hourly billing, no surprise invoices.

Is my financial data safe?

I'm a CPA — confidentiality and controls are the profession, not a policy page. Your data stays in your systems wherever possible; anything that touches an AI model is scoped to the minimum needed, and I'll walk you through exactly what goes where before anything runs. Happy to sign an NDA before the audit.

What tools do you work with?

QuickBooks, NetSuite, Excel and Google Sheets, Bill.com, Ramp, and the systems around them — plus email, since that's where half of ops actually lives. If your stack is different, the audit will tell us quickly whether it's a fit.

What if we're not ready for AI?

That's a valid outcome of the audit — and it's free, so it costs you thirty minutes to find out. If your processes need cleanup before automation makes sense, the shortlist will say that, and it will say what to fix first.

Start with the audit.

Thirty minutes, free, and you keep the roadmap either way. Greater Cincinnati and Northern Kentucky in person — anywhere remotely.

Book a free automation audit

Prefer email? rob.neville22@gmail.com · LinkedIn