Donna Shay

Donna Shay is Customer Success Manager at Task Sheriff, part of the team that became Sage AI Labs. She writes about how accounting teams adopt automation.

Articles by Donna Shay

• The CFO's Framework for Measuring ROI on AI Accounting Automation — Many finance teams cannot say whether their automation investment paid off, because no one set a baseline. This guide gives you a four-dimension ROI model, a baseline template, and a way to stress-test the numbers.
• Accounts Payable Exception Handling: Where AI Earns Its Keep — AP exceptions stall payments and pull senior staff into triage. Here is where automation helps with invoice exceptions, and where people must stay in charge.
• Audit Trail by Design: What Agentic AI Must Log and Why — When an AI agent acts in financial workflows, its audit trail must show what it saw, which rules it applied, what it did, and who approved it. Here is a checklist.
• How to Shorten Your Month-End Close With Agentic Automation — A long month-end close ties up your senior team in mechanical work. This article shows how continuous reconciliation and exception review can shorten the close, and how to measure it.
• What Agentic AI Actually Does During a Bank Reconciliation — Agentic AI matches bank transactions, groups the exceptions with plain-language reasons, and logs each step. This article walks through what happens during a reconciliation and where a person stays in charge.
• How AI Agents Are Replacing Manual Accounting Workflows — Manual invoice matching and reconciliation take up the time of your most experienced accountants. This article explains what AI agents do in these workflows, where they hand off to a person, and how to start.