Financial Reporting That Actually Works
We've spent years watching businesses struggle with spreadsheets that break at the worst possible moment. Manual data entry errors that cost real money. Reports that take three days to compile when you need answers today.
Our automation setups aren't about flashy technology. They're about giving you accurate numbers when you need them, without the panic or the overtime.
How We Actually Do This
Most companies treat automation like a product you install and forget. We've learned the hard way that doesn't work. Here's what we do instead.
Start With Your Current Mess
We begin by understanding exactly how your team works right now. Not some idealized version. The actual spreadsheets with the weird formulas someone added in 2019 that nobody understands anymore.
Build Around Your People
Your accounting team shouldn't need a computer science degree. We design systems that match how your people already think and work, just with fewer manual steps and less room for mistakes.
Test Before You Trust
We run new systems parallel with your old ones for at least a month. You get to verify every number before you commit. No surprises during quarter-end closing.
What We Set Up For You
Monthly Close Automation
Remember when closing the books meant staying late three days straight? We automate the repetitive reconciliations and data consolidation. Your team focuses on the analysis and decisions that actually need human judgment.
Real-Time Dashboard Creation
You shouldn't wait until month-end to know if something's wrong. We build dashboards that pull live data from your systems. Cash flow, revenue trends, expense tracking. Updated every morning without anyone touching a spreadsheet.
Multi-Entity Consolidation
If you're managing multiple business entities or locations, manual consolidation is brutal. We set up automated workflows that combine everything correctly, handling currency conversions and intercompany eliminations without the usual headaches.
Regulatory Reporting Prep
Tax and compliance reports need specific formats. We map your data to match those requirements automatically. When regulations change, we update the system instead of retraining your entire team.
What Actually Happened
Hjalmar Lindqvist
Finance Director, Import/Export
We were consolidating reports from seven warehouse locations manually. Took our team almost a week every month, and we'd still find errors during board meetings. The automation setup they built cut that to about four hours of review time. More importantly, the numbers are consistent now.
Implementation completed February 2025
Siobhan Kearney
CFO, Manufacturing Group
I was skeptical about changing systems during growth phase, but our manual processes couldn't scale. They took the time to understand our production costing needs, which is complicated. The transition was smoother than expected, and now we have visibility into margins by product line that we never had before.
System launched January 2025
The Actual Implementation Process
This isn't rocket science, but it does require paying attention to details. We've refined this approach over dozens of implementations, and it works because we don't skip steps or rush things.
Discovery Week
We spend time with your team understanding current workflows. We document everything, ask annoying questions, and identify where automation will help most.
System Design
Based on what we learned, we map out the automated workflows. You review and tell us what we missed. We adjust until it makes sense for your specific situation.
Parallel Testing
We build and test the system while your old process keeps running. No risk to your current operations. You verify the automated outputs match your manual results.
Gradual Transition
We phase in the new system piece by piece. Your team learns one section at a time. We're available for questions and adjustments based on real-world usage.
Ready to Talk About Your Setup?
We can usually tell within one conversation if automation makes sense for your situation. No sales pitch, just an honest assessment.
Schedule a Discussion