AI modernization for oilfield, service, and fintech companies still running critical workflows by hand.
We map the manual workflow, build the AI layer around your analysts, and hand over a repeatable system your team can explain to the CFO in one sentence. Human-in-the-loop, always.
The problem
Critical workflows still run by hand.
The work is sound. The people are good. But between the field and the ledger, everything still moves the way it did fifteen years ago — paper to spreadsheet, spreadsheet to inbox, inbox to whoever remembers to follow up. The cost isn't drama. It's drag, every single week.
Credit & receivables
Credit memos assembled by hand from four systems. Rescreens live in an inbox until someone has a free afternoon — which means they wait until someone doesn't.
artifact: credit_memo — 4 days, 11 emailsField operations
Field tickets written at the yard, photographed, re-keyed at the office, and re-keyed again into accounting. The second entry is where the errors breed.
artifact: field_ticket — keyed twiceFinance & joint interest
JIB and approval chains run through spreadsheets one person owns. When that person is out, the month slips — and nobody can say exactly where it went.
artifact: jib_approvals.xlsx — owner: 1The method
Map it. Modernize the loop. Keep your people in it.
We watch the work as it actually happens
Two weeks inside the real process — who touches the credit memo, where the field ticket waits, which spreadsheet is the actual system of record. You get a written map, not a slide deck.
We build the AI layer around your analysts
The drafting, matching, and chasing moves into a system that prepares the work and flags the exceptions. Your people stop re-keying and start reviewing.
Sign-off stays where it belongs
Every output carries a named human approval before it moves. Your analysts, faster and surer — never replaced, never routed around.
The hearth was never the flame. It was the structure built around it.
What an audit surfaces
Two weeks of looking, written down plainly.
Every audit ends with a short document: the workflows that matter, in the order they bleed, with a clear recommendation on what to modernize first and what to leave alone. These are the kinds of findings it contains.
The credit memo isn't slow because of the analysis.
It's slow because the file arrives from four places and someone spends the first day assembling it. The analysis itself takes an afternoon. Modernize the assembly, keep the judgment.
Example only. Composite finding, not a client.
Your field ticket errors are introduced indoors, not in the field.
The ticket written at the yard is usually right. The mistakes appear at the second keying, days later, under time pressure. One capture point removes the failure mode entirely.
Example only. Composite finding, not a client.
The JIB process has a single point of failure with a name.
One spreadsheet, one owner, no deputized backup. The risk isn't the tool — it's that nobody else can run the month. Modernizing here starts with the handoff, not the software.
Example only. Composite finding, not a client.
Who we are
Operators, not evangelists.
Hearth Advisory is a small practice of people who have run operations and finance inside industrial and credit businesses. We've sat on your side of the table, signed the same approvals, and carried the same month-end.
We don't sell AI. We modernize the workflows that hold your company back, and we build them so the people you already trust stay in charge of them. If a workflow shouldn't change, we'll say so — and write that down too.
The audit
Start with the audit. Leave with a map.
Two weeks, fixed scope, fixed price. We map every manual workflow that matters, tell you what to modernize first, what it should cost, and what to leave alone. If there's a build after that, it starts from the map — your analysts in the loop from the first day.