01
Reconciliation
Bank feeds matched to ledgers, with exceptions surfaced for a person to resolve.
Where AI earns its keep in finance.
Month-end shouldn't depend on someone copying numbers between three systems. We automate the reconciling, chasing and reporting, and leave the judgement to you.
Workflows
What we'd build first.
02
Document chasing
Missing statements and supporting documents requested, tracked and filed automatically.
03
Management reporting
Recurring reports assembled from source systems on a schedule, not by hand.
04
Audit preparation
Sampling, evidence collection and working-paper scaffolds prepared ahead of fieldwork.
The pilot metric
Hours spent on month-end close, before and after.
Measured before the Pilot Sprint starts, and again when it ends.
Built with care
Financial data stays in your systems where possible. Access is scoped, logged and removed when the work ends.
How we work
Small steps, real numbers.
Every engagement starts small enough to prove itself. Scale it only if the number moves.
01 · 30 min, free
Scope
A call to find the one workflow worth fixing first, and the number that says it worked.
02 · 2–4 weeks
Pilot Sprint
One workflow, one metric, fixed scope. You see the number move before anything scales.
03 · Scoped
Build
The platform or system, built properly: tested, reviewed, documented, handed over.
04 · Optional retainer
Run
Monitoring, improvements and new workflows, month to month.
Have a workflow that should run itself?
Tell us what's eating your team's week. We'll tell you, honestly, whether software can fix it.