Transforming everyday business processes through practical automation.
Most finance teams lose days every month to work that software they already own could do: re-keying invoices, chasing approvals, building the same spreadsheet again. We find that work, redesign the process around it, and automate it with Xero, QuickBooks, Dext and Microsoft 365. Led by a qualified ACCA accountant who has done this inside growing businesses, not just advised on it.
What we do
Accounts payable automation
Dext, QuickBooks and Xero workflows that capture, code and route supplier invoices for approval, with digital storage and retrieval, and automated backup of invoice records to OneDrive.
Accounts receivable and client billing
Recharge and cost-allocation processes, client billing workflows, automated recurring invoicing, better customer statements and aged-debt reporting, and a month-end billing process that runs on time.
Payroll process improvement
Streamlined payroll workflows, approval steps and manager review before anything is submitted to HMRC, clearer employee communications and payslip distribution, and a review of payroll controls and reporting. We work with BrightPay and other mainstream UK payroll software.
Microsoft 365 business processes
Purchasing and purchase-order systems built on Microsoft Lists, approval-based processes, automated workflows in Power Automate, and document management that people actually use.
Workflow automation
Mapping the process, finding the repeated manual steps and duplicate data entry, and replacing them with automated notifications, reminders and integrations between the applications you already run.
Reporting and management information
Month-end reporting procedures, management review workflows, visibility of the operational numbers that matter, and audit-friendly documentation and controls.
Practice, proposal and HR systems
Selection, set-up and configuration of practice management, proposal and HR software, including the Bright suite (BrightManager, BrightHR, BrightPay and proposals), with the procedures and templates that make a practice run consistently.
Engagement letters and terms of business
Review and standardisation of letters of engagement, terms of business and client onboarding paperwork against the professional body's current guidance, delivered as tracked changes so every edit can be accepted or rejected.
Typical projects
| Project | What we did |
|---|---|
| Purchase order system design | Structured PO processes to improve spending control, approval management and supplier tracking |
| Invoice processing automation | Reviewed and implemented automated workflows between Dext, QuickBooks and Microsoft 365 to cut manual administration |
| Recharge cost recovery | Processes to identify client-related costs accurately and automate recharge invoicing |
| Payroll control improvements | Payroll review, approval and communication processes for accuracy and transparency |
| Digital document management | Automated document retention and filing on cloud platforms |
| Engagement letters and terms review | Tracked-changes review of a professional firm's terms of business and engagement letters against the regulator's current guidance |
What clients get
- Less manual data entry and faster month-end
- Better financial visibility and stronger internal controls
- Improved audit readiness
- Lower administration costs
- More value from the software you already pay for
Tell us which process is costing you the most time.
The first conversation is free and there is no obligation.
Get in touch