Finance Automation Roadmap

When: Manual data entry from invoices, receipts, or bank statements is causing errors and delays at month-end.

Get: A prioritised roadmap of 2-3 high-impact automation opportunities for your finance back-office.

Timeline: ≤ 2 weeks (Cap: 16–20h)

Success: Clear ROI and implementation plan for your first finance automation project.

Signals this is for you:

You spend hours re-entering data from supplier invoices or sales orders into your accounting software.

Month-end close is a stressful scramble of manual reconciliations and chasing paperwork.

You suspect human error in data entry is costing you money or causing VAT compliance issues.

What we do:

Map your key finance workflows (e.g., accounts payable, expense claims, bank reconciliation).

Identify the top 2-3 bottlenecks suitable for low-cost automation using standard tools.

Create a practical implementation plan, including tool recommendations, time estimates, and expected ROI.

What you get

A visual map of your current finance processes, highlighting pain points.

A prioritised automation roadmap report with 2-3 quick-win projects.

A clear business case for each project, including estimated time savings.

Scope cap and boundaries

Cap: <= 20h; includes discovery workshops and process mapping for up to 3 core finance workflows; excludes implementation of any automation.

Prerequisites

Access to key finance team members for two 1-hour workshops.

Willingness to share screen-recordings or process documents for analysis.

ALL SKILLS, £40/hour

Avoid unexpected expenses and gain financial predictability with our flat rate.

SCHEDULE A CALL NOW

FAIR FLEXIBLE PARTNERSHIP: A BETTER WAY TO BUILD

No minimum hours

No hidden costs

Regular budget updates

Work matches your needs

Pay only for hours used

Budget setting option

Monthly billing

Pause or cancel anytime

WE’RE DIFFERENT

All Skills Under One Model

Our expertise spans strategy, engineering, data, and design — and you can draw on any of it under a single, transparent structure. No silos, no separate agreements, just one fair way of working that makes access to talent clear and consistent.

That way you can plan with confidence, knowing expert help is always available and never complicated.

Set Your Budget or Pay As You Go

Need a quick fix or longer-term support? With our pay-as-you-go model, you get the help you need without being tied to a retainer. Prefer more certainty? Set a budget that works for you.

Either way, you’ll have full visibility from the start. No surprises, just support that aligns with your goals and resources.

Ever-Present Account Manager

Think of us as an extension of your team. We’re ready to answer questions, solve problems, and move work forward. Message us on chat, email, or directly in your shared docs.

No ticketing systems. No generic inboxes. You get a named contact who knows your stack, your priorities, and your preferred way of working.

Switch Us On and Off

Our open-ended contract means you can pause or restart whenever you choose. We keep your context, codebase, and documents ready so you can pick up without missing a beat.

Many clients step away for months and return seamlessly — because we build relationships designed for the long run.

Work We’ve Done

• Cut dev time by 60% for a professional services firm by decoupling the UI and backend for faster updates and a mobile-first redesign. Read More
• Saved 40% annually for a tech-driven services business by replacing a full-time dev team with on-demand specialists. Read More
• Enabled near real-time financial reporting for a services firm by automating manual entry and eliminating spreadsheets. Read More
• Unified two customer platforms for a B2B provider, reducing 320 maintenance hours annually and improving client experience. Read More

Wondering if our Finance Automation Roadmap is the right fit to clear roadblocks and drive progress? Let's talk through your questions and explore how we can support your business goals.