Finance Technology Services
Impartial advice on finance software, set up properly and automated where it counts, so every month closes faster.
FeesGet your tailored quotePriced for each project, agreed before we start
The right systems, set up properly
Choose and implement, then automate and improve.
- Systems review and roadmapA review of your finance systems, and a clear plan for where to invest.
- Accounting software selectionSoftware and apps chosen for how your business works, with no commission from any provider.
- Process mapping and workflow designToday’s finance processes mapped, and a simpler, automated flow designed.
- Accounting data migrationHistorical data and balances moved to new accounting software, fully reconciled.
- Software set-up and app integrationYour accounting software configured and connected to the apps you use.
- Finance automationInvoice capture, reconciliations and payment runs automated.
- Reporting from your accounting softwareManagement reports and dashboards set up in your accounting software and its apps.
- Training and ongoing supportPractical training for your team, and help after go-live whenever you need it.
The value we add
The right system, first time
Software matched to the way you work, your volumes and the apps you rely on, so you invest once and avoid a costly second move.
Less manual work
Invoice capture, bank reconciliations and payment runs automated, so month-end closes in days and your team spends its time on analysis, not data entry.
Built to scale
Connected systems that handle growing volumes without extra staff, and are ready to put AI to safe, practical use as it matures.
Five stages, in order
Discovery
We map your processes, pain points and requirements.
Design
We select the system and design how it will work for you.
Build and test
Configured, integrated and tested with your own data.
Migrate and go live
Balances and history moved across, and the switch made with care.
Ongoing support
Close support through the first month-ends, until everything runs smoothly.
Our latest thinking
- Business transformationAccounting and bookkeepingHave you outgrown your accounting software? Six signs, and what comes nextGuide2 min read2 min read
- TaxBusiness transformationChoosing software for Making Tax Digital, and whether you can keep your spreadsheetsGuide2 min read2 min read
- Business transformationAccounting and bookkeepingMoving finance to the cloud: four steps that make the change stickGuide2 min read2 min read
Who you will work with
Faizan MehmoodPrincipal Consultant, FinTech & AI Transformation
Mohammed Ahmed AslamSenior Financial Consultant
Frequently asked questions
How do we know we have outgrown our software?
Month-ends that take too long, manual workarounds and reports nobody fully trusts are the usual signs. We review your set-up and tell you plainly whether a change will pay back.
Read: Have you outgrown your accounting software? Six signs, and what comes nextWhich software is right for us?
The one that fits how you work, your volumes and the apps you rely on. We are independent and take no commission from software companies, so we recommend on fit alone.
How long does an implementation take?
For most small and mid-sized businesses, two to six months, depending on the processes and integrations involved.
What will month-end look like afterwards?
Shorter and calmer. Bank feeds, invoice capture and automatic matching take care of most of the routine, so the month can close in days rather than weeks.
Talk to us about finance technology services
We will come back to you within one working day with next steps and a fixed quote.