Put AI agents to work in Finance, with the controls intact.
Garrett Tedeman, CPA, FMVA® helps Finance teams on SAP S/4HANA get Record-to-Report and FP&A ready for Joule and other AI agents, starting with the processes and controls an auditor will ask about.
- CPA, MBA, FMVA®
- Finance and accounting first
- 4 SAP certifications
- Analytics, data, S/4HANA, transformation
- 15+ years in SAP
- 12+ in FP&A and planning
- Formerly PwC and Deloitte
- Fortune 100 program delivery
Where agents fit along Record-to-Report
SAP now ships assistants and agents for close, receivables, tax and planning. The useful question for a controller is narrower: which step, and what stays under human sign-off. Pick a stage.
Where an agent can take on work
Drafting and coding routine journal entries, matching invoices and payments, and flagging postings that break a rule before they hit the ledger.
The control Finance keeps
Posting authority stays with people. Every agent-drafted entry carries its source document and a named approver, the same as a manual one.
Three ways to work together
Large SAP partners sell programs. This practice sells focused pieces of work you can start in a week and finish in a month, plus direct access to the person doing it.
For Finance leaders
Fixed-scope consulting packages
Readiness reviews, agentic workflow pilots, Record-to-Report process reviews and SAC Planning work, each with a defined deliverable and a fixed fee.
Compare the packagesFor Finance teams
Workshops and in-person classes
Briefings and hands-on sessions that get accountants and analysts using AI on real close and planning work, on site or online.
See the workshop formatsFor individuals
1-on-1 coaching and troubleshooting
An hour on your screen to fix a planning model, pressure-test a design, or plan a move from SAP Finance into AI work.
How a session worksWhen an independent consultant is the better fit
A global integrator is the right choice for a multi-year S/4HANA program. A lot of valuable Finance work is smaller than that, or sits alongside it.
| Question | Large SAP partner | GTCPA |
|---|---|---|
| Who does the work | A staffed team, with senior people in oversight roles. | Garrett, on every call and every deliverable. |
| Typical starting point | A multi-month statement of work. | A two-week review or a one-day workshop. |
| Finance depth | Varies by who is assigned. | A licensed CPA who has run planning and reporting builds hands-on. |
| Best suited to | Full migrations, global rollouts, managed services. | Scoping, pilots, second opinions, training, and filling a Finance lead gap on a larger team. |
Consulting firms: Garrett also works as a subcontract Finance lead on S/4HANA and SAP Analytics Cloud projects. See how that works.
See the work before you book
Research packs, Joule Studio builds, planning content and short videos. Select any sample to enlarge it.
The team
Common questions
Do we need to be live on S/4HANA already?
No. Teams on SAP ECC planning a move, teams mid-migration, and teams already live can all start with a readiness review. The scope changes; the method does not.
Is this only about SAP Joule?
No. Joule is the natural choice inside SAP, and Garrett is hands-on with Joule Studio. Many Finance teams also use Microsoft Copilot, ChatGPT or Claude for work that happens in Excel, email and documents. The recommendation follows your systems and policies.
How is AI used in the consulting work itself?
AI tools support research, drafting and analysis. Garrett reviews and approves everything before it reaches you, and no client data goes into a tool your organization has not approved.
Will we get a guaranteed return?
No one can promise that honestly. A review gives you a value-based view of potential return so you can decide what to prioritize.
Can you work through our existing SAP partner?
Yes. Garrett regularly works alongside or under larger firms, and can be engaged directly, as a subcontractor, or through Toptal.
Tell us where Finance is in its SAP and AI plans.
A 30-minute call is enough to see whether a package, a workshop or a single coaching session is the right place to start.