Workflow Automation

Automate the finance admin that eats your team's week.

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What this involves

Use automation to improve finance routines, reduce repetitive work and create more reliable processes.

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.

What you get

What’s included

  • High effort manual routines identified and the time measured
  • Approval, invoice and reconciliation workflows redesigned
  • Automation built in your existing systems wherever possible
  • Exception handling and controls built in from the start
  • Time saved measured before and after, not estimated
  • Documentation and training so the team can maintain it

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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