Four ways out of the Excel work.

Potential Analysis

The starting point. Your recurring Excel routines mapped, the cost of manual work quantified in your own hours — not in industry averages.

Result

Written analysis, prioritised

Duration

2 weeks

For whom

SMEs with an in-house finance function

• We sit down with the people who build the file every month — not just with management.
• Every step measured: how often, how long, how error-prone, who waits on whom.
• You get a ranking: what pays off first, what can wait, what you're better off doing by hand.
• The no is in there too. If a routine doesn't pay off, we say so instead of selling it.

Immediate result

One Excel routine, automated end to end — from the export to the checked report, with a human approval and hours saved, measured against the previous manual work.

Result

Running automation in operation

Duration

a few weeks

For whom

Those who already know the routine

• One routine, start to finish — not five half ones. A finished report beats five pilots.
• Every sensitive result stays “pending” until a human approves it. That rule is in the code.
• Measured against the baseline: we record how long the manual work took and calculate against it.
• You own the automation, you rent the compute. Every provider is replaceable — us included.

Forecast package

Where the year lands, calculated rather than guessed — revenue to year-end, thirteen weeks of bank balance, plan against actuals. From your bookings, new after every close, on the same reconciled basis as your reports.

Result

Outlook in the monthly report, new after every close

Duration

by scope

For whom

Those who want to know where the year lands

• First the honest comparison: your current planning against the calculation, on your historical data.
• Recalculated after every close, and every forecast measured against actuals — the error is in the report.
• No black box: a calculation from your bookings, with three rules that are printed in the report.
• If the calculation doesn't beat your current planning, we say so — and you keep your spreadsheet.

Complete automation

The whole chain rather than one step: from the export through preparation and reconciliation to the filing-ready return — with nobody moving anything by hand in between.

Result

One continuous chain through to filing

Duration

by scope

For whom

Recurring returns and reporting

• We map the chain across every system involved — including each point handed over by hand today.
• Automation follows the chain: the handovers between export, preparation and filing are the actual work.
• Before filings such as VAT, payroll, statistics or bank reporting, the chain waits for your approval — you set where.
• One audit log across the whole chain rather than a log per tool.