Finance Transformation
Your finance function, rebuilt for speed.
Most advisers talk about better finance systems. We’ve built them, and written the software behind them.
The work
Systems selection and migration
Choosing and moving to the right accounting and ERP platform, with the data intact and the team trained.
Process automation
Removing the manual work between bank, books, invoices and returns.
Management reporting and dashboards
The numbers the owner and board actually use, on time, every month.
Compliance architecture
A single calendar, a single source of truth and a documented audit trail across entities.
Finance team design
Roles, controls and review structure for a finance function that scales.
AI-assisted review
Applying current tools to reconciliation, anomaly detection and pre-filing checks, with a person accountable for every output.
When clients call us
The month-end close takes three weeks.
Reports come from spreadsheets nobody else can maintain.
The business has outgrown its accounting software.
Several entities, several systems, and no single view.
The finance team spends its time entering data rather than reading it.
Why us
Faster closes, cleaner data, reports the owner actually reads. We design it, build it, migrate it, and stay until your team runs it without us.
How an engagement runs
01
Diagnose
We map how money, documents and data actually move through the business today.
02
Design
A target process, system and team structure, with costs and a timeline.
03
Build
Migration, configuration and automation, tested against real transactions before go-live.
04
Hand over
Your team trained, controls documented, and support through the first closes.
Questions we are asked
Do you sell software?
No. We recommend what suits the business and take no commission from any vendor.
How long does a migration take?
Faster than you’d expect. You get a firm timeline after the diagnosis, and we run both systems side by side so nothing breaks at switch-over.
Will our historical data come across?
Yes. Opening balances and the history you need are migrated and reconciled; the rest is archived in a usable form.
What does AI-assisted review mean in practice?
Tools that flag unusual entries, mismatches and missing documents before a person looks at them. A named reviewer signs off every output.
Rebuild it once. Rebuild it right.
Talk to us