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

We work with your team and follow your flow of business, including how you handle invoices, finish tasks, and audit pay runs. We observe which platforms, people, and processes work passes through. You get a report that lists any observations, with suggestions for how to improve them.

What you get

A map of how work actually moves beyond what's written down procedure
The specific bottlenecks, duplicate steps, and missing controls we found
Any opportunities we see for increasing revenue or throughput
Our recommendations for how to improve your business workflows or processes

After the diagnostic

You decide what happens next

Once you have our recommendations, you decide what happens next. Some teams decide to make changes on their own. Others want us to be involved in an advisory capacity, or even want us to implement it for them end to end.

Do it in house

Take the report and run with it

Your team has the capacity and skills to make the changes. We hand over the diagnostic report, walk you through the findings, and you handle implementation internally.

Do it with our help

Your team builds, we steer

We work alongside your team - weekly check-ins, design reviews, setting priorities. Working together, we ensure the changes are made correctly, and that they stick.

Done for you

We handle it all for you

We take responsibility for implementing the changes. Configuring systems, building integrations, and finally training your team on the new process, and babysitting until your business is transformed.

Where we focus

Common workflows we help with

These are the workflows we see cause the most problems for finance teams. Most of our work falls into these three areas, but the diagnostic can cover any part of your finance operations.

Accounts Payable

Your AP team may be spending their day chasing approvers over email, retyping invoice data between systems, and explaining to suppliers why they haven't been paid yet. Often the invoices are all there, just stuck in inboxes and spreadsheets without a clear owner.

Signs you might have this problem

Invoices arrive through personal email, shared mailbox, portal, and paper, all at onceThe same invoice gets typed into two or more systemsApprovers get a request with no PO, no receipt, and no coding, so they ignore itSuppliers call the owner or finance lead to chase paymentOne person can create a supplier, enter an invoice, approve it, and pay it

How we improve Accounts Payable

Month-End Close

If your end of month closing process depends on memory and old spreadsheets, it's hard to see which data is missing, which accounts don't match, or who needs to act before the deadline. Often finance leads only find out something needs revision the night before reporting is due.

How we improve Month-End Close

01The end of month closing checklist is a copy of last month's, and no longer accurate
02Old unexplained line items sit on the balance sheet for months without documentation
03"Complete" or "Reconciled" means different things to different people on your team
04Problems show up the day before the reporting deadline, or staff often have to work overtime
05If one person is away, things pause or stall

Timesheets and employee changes arrive after cut-off, every pay run

One person prepares, approves, and releases the pay run without independent review

The approver signs off on a total with no breakdown of what changed

Super contributions are sent but nobody confirms whether they were accepted or allocated

STP submissions get rejected and nobody follows up

The payroll journal and the bank payment don't reconcile at month end

Payroll

Your team gets people paid on time, but there may not be a clear path from approved data to payment to ledger. Late timesheets slip in after cut-off, one person might run the whole cycle without a second check, and nobody is tracking whether super contributions actually landed or were rejected.

How we improve Payroll

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