Finance Transformation Projects

A step change in finance capability, delivered properly.

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What this involves

Improve finance capability through better systems, processes, reporting and ways of working.

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.

What you get

What’s included

  • Scope, outcomes and success measures agreed before work starts
  • A plan with phases, owners and dependencies
  • System implementation or migration managed end to end
  • Process redesign delivered alongside the system, not after it
  • Progress, risk and cost reported to you throughout
  • Handover, training and documentation at close

Alongside this

Related services

AI & Digital Finance Enablement

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.

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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.

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

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