01Reporting, any frequency
Your data→ reports ready for review
Provide your accounting exports, budget and management notes, and receive formatted reports with tables, charts and draft commentary, from board packs and group accounts to funder, bank and year-end reporting. Each workflow is built around your requirements, with agreed calculations, checks against your source data and finance approval before anything goes out.
02Repetitive processes
Manual, repetitive tasks→ automated steps, focused human review
Reduce repetitive handling while keeping people responsible for exceptions and approvals. I've delivered bespoke automation, including accounts payable, combining AI with human oversight to substantially reduce manual effort.
03Tools and dashboards
Scattered spreadsheets→ practical tools and shared dashboards
Bring information together, reduce repeated data entry and give finance, key staff and management a clearer view of what needs attention. I've delivered improvements across both accounting and operational processes.