We audit your finance workflows and tell you what's broken

We work alongside your team to pin down what's slowing the work, and why. Then we fix it for good: a new process, a system change, or an automation.

What you get

A map of how work moves through your team, not how it's documented
The bottlenecks, duplicate steps, and missing controls we found
A recommended order to fix them in, and what each change involves

Bookkeeping Automation

Xero and Dext already handle the transactions. Your staff still chase documents, sort out exceptions, and review each file.

How we improve bookkeeping workflows

At a 15% late-document rate, a 50-client practice has about 8 files stalled each month.

Signs you might have this problem

Working out which documents are missing takes too long
The exception queue has no owner, so the hard ones wait for month-end
Senior review comes last, so the same problems come back as rework

Month-End Close Automation

Your month-end reporting still goes out on time. The process behind it lives in spreadsheets and people's heads.

How we improve month-end close

Isometric illustration of a person at a desk on a closed loop of conveyor belt that carries the same stacks of paper back around to them.

Signs you might have this problem

This month's close checklist is last month's, with only the dates changed
The same open balances carry forward month after month
"Reconciled" means one thing to you and something else to your team

Payroll Controls and Workflow Improvement

Your people get paid on time every run. Confirming that approvals, lodgements, and ledger entries agree is still done by hand.

How we improve payroll controls

Isometric illustration of three people each loading a parcel onto its own one-way conveyor, with nobody at the far end of any of them.

Signs you might have this problem

The approver sees a total, not what changed since last run
Super and STP go out, and no one checks what came back
The payroll journal and the bank payment don't reconcile at month end

Accounts Payable Automation

The invoices are all in the building already. They're spread across four inboxes, and not one of them has an owner.

How we improve accounts payable workflows

Isometric illustration of one person at a desk walled in by tall stacks of paper.

Signs you might have this problem

Invoices arrive by email, portal, and paper, then get typed in twice
Approvers get a request with no PO and no coding, so they ignore it
Suppliers call the owner to ask where their payment is

You decide what happens next

Every engagement starts with a diagnostic of the workflow you point us at. Our report names the problems we found and what we'd fix first. After the report, you decide what we do next.

Do it in house

You take it from here

We hand over the report, walk you through the findings, and step back. Your team makes the changes from there.

Do it with our help

Your team builds, we steer

Weekly check-ins, design reviews, and a call on what to build first. Your team does the work; we catch the problems early.

Done for you

We handle it all for you

We configure the systems, build the integrations, and train your team on all of it. We stay until it runs without us.

Most finance teams have one workflow that causes the most trouble. Tell us about yours and we'll have a look.