Finance Systems Design

A finance stack designed around how your business works.

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What this involves

Design finance systems and processes that improve visibility, accuracy and decision-making.

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.

What you get

What’s included

  • Current systems and data flows mapped end to end
  • Requirements defined against what you need to report
  • System and tool selection with the reasoning documented
  • Chart of accounts and coding structure designed
  • Processes redesigned around the system rather than bolted onto it
  • Implementation planned, overseen and handed over

Alongside this

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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.

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

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