We fix the back-office work that slows your team down.
The kind of work that happens every week or every month. Manual, repetitive, and harder to trust than it should be.
Five areas we work in
- Reporting and pack preparation
- Reconciliations and matching
- File handling and data cleanup
- Exception spotting and review
- Spreadsheet-heavy recurring processes
Reporting and pack preparation
Your team spends hours pulling data from multiple sources, checking it manually, and formatting it before it can be shared. The same steps happen every week or every month.
This takes time that skilled people should not be spending on repetitive admin. It is also vulnerable to error and dependent on whoever happens to know how it works.
The goal: Reports and packs produced from the same data sources every time, checked consistently, and delivered in a format your team can trust and share. Without the manual effort.
Common examples
- Monthly management packs pulled from multiple system exports.
- Weekly KPI reports that require manual data consolidation.
- Board packs with recurring financial summaries.
- Period-end close reports assembled across multiple spreadsheets.
Sound familiar?
Tell us about your reporting processReconciliations and matching
Matching data across systems takes time and creates anxiety every period. That might mean invoices against purchase orders, subledger against general ledger, or bank statements against records.
Errors in reconciliation are expensive to unwind. When the process is manual, you usually find out too late.
A better version of this: A reliable process that runs consistently, surfaces breaks early, and leaves a clear record of what was checked, when, and by whom.
Common examples
- Subledger to general ledger reconciliation.
- Invoice matching against purchase orders.
- Bank statement reconciliation.
- Intercompany balance checks.
Does reconciliation work eat too much of your team's time?
Talk to us about itFile handling and data cleanup
Data arrives in inconsistent formats from different systems, suppliers, or teams. Someone has to clean it up before it can be used.
Cleaning data manually takes time and introduces new errors. It also makes the downstream process dependent on whoever does the cleanup knowing the rules.
Where we get to: A consistent process that normalises incoming data, flags unexpected formats, and leaves the cleaned output in a known state. Without manual intervention.
Common examples
- Supplier files that arrive in different formats each month.
- System exports that need column mapping and cleanup before use.
- Data from multiple sources that needs to be combined reliably.
- Manual rework on incoming files before they can be processed.
Is file cleanup taking longer than the actual work?
Tell us what you are dealing withException spotting and review
Exceptions such as unusual transactions, missing approvals, policy breaches, and late submissions are often caught too late, or not at all, because the checking happens manually and infrequently.
Late exception handling is more expensive than early exception handling. Audit pressure increases when there is no clear record of what was reviewed and when.
The outcome: Exceptions identified early in the process, routed to the right person, and documented clearly so review is faster and audit evidence is ready when it is needed.
Common examples
- Transactions that fall outside policy thresholds.
- Missing approvals or incomplete sign-off chains.
- Late submissions or overdue items that need chasing.
- Data anomalies that require human review before processing continues.
Catching exceptions too late?
We can help with thatSpreadsheet-heavy recurring processes
Key recurring processes such as period closes, review cycles, compliance checks, and reporting cycles often live in spreadsheets. Too often, they depend on a small number of people knowing how they work.
When the person who owns the spreadsheet leaves or is unavailable, the process breaks. Spreadsheets also accumulate complexity over time and become harder to trust.
What this should feel like: Processes that are documented, repeatable, and not dependent on any single person's knowledge of a specific spreadsheet.
Common examples
- Month-end or quarter-end processes that only one person really understands.
- Recurring compliance checks run through a spreadsheet built years ago.
- Reporting processes that break whenever the format of an input changes.
- Critical work with no documentation and no backup person.
If any of these sound familiar, we should talk.
You don't need a detailed brief or a clear solution in mind. Start with the process that's causing the most frustration.