Endless information — and a clearer view of profit.
Every engagement starts with the same goal: give small and medium-sized businesses the fast, trustworthy reporting of a much larger finance function — and the insight to act on it.
Reporting Automation
We build AI-assisted pipelines that draft management accounts, cashflows, and variance notes — so you can review rather than rekey.
What took several days before now takes only a few hours.
- Management accounts drafted automatically from your ledger
- Cashflows kept up to date without manual re-keying
- Variance commentary that explains the movement, not just flags it
- Board and investor packs in a consistent, defensible format
Profit Driver Analysis
The analysis identifies the customers, services and products that drive profitability — stop guessing and focus on those that maximise margins and cashflow.
Focus where profit lies.
- Margin analysis by product, service, customer, and channel
- Identification of the handful of drivers that move profit most
- Cashflow forecasting grounded in the same data
- A short list of actions that improve profitability, not a data dump
Forecast and Budget
End to end support for weekly cash flow forecasts, monthly forecasts and annual budgets — supported by monthly analysis and easily adaptable.
A plan that keeps pace with your business.
- Weekly cash flow forecasts you can actually rely on
- Monthly forecasts refreshed without manual re-keying
- Annual budgets built from the same trusted numbers
- Monthly analysis and a format that adapts easily as the business changes
A calm, three-step path
Diagnose
We map your current close and reporting, identify the issues, and agree what 'fast' looks like for your business.
Automate
AI handles the repetitive work; senior judgment handles the rest. We run in parallel until the numbers match, line for line.
Illuminate
With the close fast and trusted, we surface your profit drivers so you can act on profitability and cashflow.
See your business in a new light.
Book a scoping call