Workflow audit
Where approvals stall, where a number is typed twice, and which old step no longer earns its place. The redesign stays compliant and gets shorter.
Who it is for: Teams who feel busy and still miss the close.
The work
Process optimisation
Most strain in finance is process, not talent. We map the path from invoice to insight, cut duplicate work, and leave a rhythm your team can keep.
- 01Workflow audits and redesign
- 02Reporting cycles that run themselves
- 03Excel, Access and SQL, connected
- 04One process across finance, sales and operations
Who it is for: Growing firms whose processes still belong to last year’s size.
Reporting that runs itself
Figures pulled from the source, formatted once, delivered on a date, and routed for sign-off without a chase.
Who it is for: Finance teams whose month-end still takes the week.
Excel, Access and SQL, joined up
Live links instead of paste, a path off an old Access file, and SQL feeding the apps people already open. No need to buy an ERP just to stop the silos.
Who it is for: Firms whose tools do not speak, and whose budget will not stretch to a new platform.
Across departments
Finance, sales and operations on one set of names, codes and numbers, with one approval path instead of three versions of the truth.
Who it is for: Companies where each team keeps its own spreadsheet of the same fact.