AI & Digital Finance Enablement

Practical, safe adoption of AI in your finance function.

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What this involves

Use digital tools and AI responsibly to improve reporting, analysis, workflows and finance productivity.

There is a lot of noise about AI in finance and very little about which tasks it genuinely suits. We assess your processes honestly, evaluate tools against your systems and the state of your data, and pilot on one process before anything wider. Benefit gets measured in time and cost rather than claimed.

What you get

What’s included

  • Assessment of which tasks suit automation or AI, and which do not
  • Tools evaluated against your systems and the state of your data
  • Pilots run on one defined process before any wider rollout
  • Controls and review points built around anything automated
  • Your team trained on the tools they will actually use
  • Benefit measured in time and cost rather than claimed

Alongside this

Related services

Finance Transformation Projects

Finance change fails when it is run as a system implementation with the process bolted on at the end. We agree scope, outcomes and success measures upfront, run it as a programme with owners and dependencies, and deliver the process redesign alongside. Progress and risk are reported to you throughout.

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KPI Dashboard Development

Dashboards fail when they measure what is easy rather than what informs a decision. We select a short set of measures against the decisions they serve, document how each is calculated, connect the data and automate the refresh. Then we agree who looks at what, and when.

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Workflow Automation

Finance teams lose days to routines nobody designed: rekeying, chasing approvals, matching invoices by hand. We measure where the time actually goes, redesign the workflows, and build the automation in the systems you already have, with exception handling and controls included. Time saved gets measured before and after.

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Process Optimisation

Finance processes are rarely designed, they accumulate. Each workaround made sense on the day, and together they produce delay, duplication and error. We map how work actually flows through purchase to pay, order to cash and month end, then rebuild it with owners at each step and the controls kept intact.

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System Integration & Data Architecture

When accounting, projects, time and payroll do not talk to each other, somebody becomes the integration layer. We inventory the sources, design the integration, align master data and coding across systems, and put reconciliation between them. The result is one place your reporting comes from.

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Reporting Architecture

When statutory, management and operational reports disagree, the problem is almost always in the structure underneath them. We design the chart of accounts, dimensions and tracking categories, build a reporting hierarchy that answers your questions, and map your history onto it so comparisons still work.

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Finance Systems Design

Finance systems usually accumulate rather than get designed, and processes get bolted on afterwards. We map how data moves today, define what you need to report, select the tools with the reasoning written down, and design the coding structure. Then we redesign the process around the system rather than around the workaround.

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Not sure which you need? The strategy call maps it in about twenty minutes.

Where does your finance function stand today?

A short conversation will tell you whether this is the right place to start, or whether something earlier in the sequence needs fixing first.

Book a strategy call

Strategic finance advisors for businesses that have outgrown bookkeeping and their accountants.

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