Finance systems & planning
When the business grows faster than the way you run finance.
A stronger operating rhythm for planning, forecasting and reporting, so finance keeps up with the business.
You might be here because
Reporting
Slow, manual or inconsistent.
Planning
Only happens when something goes wrong.
Knowledge
Depends on one person remembering how things work.
Speed
Numbers take days to produce.
What changes
From scattered effort to an operating rhythm.
Today
Manual reporting
Scattered spreadsheets
Founder dependency
Late visibility
Reactive planning
What we build
Planning rhythm
Forecasting
Reporting structure
Clear ownership
Decision cadence
After
Earlier visibility
Clearer accountability
Better planning
Less founder dependency
What we help build
Know what the business is trying to achieve financially.
Understand what may happen before it becomes history.
Make important signals visible consistently.
Create a recurring review and response process.
How it works
Built to be handed over.
- 01Assess
- 02Identify gaps
- 03Design
- 04Implement
- 05Improve
The last step is the point. The system should keep working once we step back.
Common questions
Before you get in touch.
A planning cycle, a forecast that gets updated rather than written once, a reporting pack that answers the questions leadership actually asks, and clear ownership of who produces what and when. The point is that finance stops being something assembled from scratch each month.
Usually not. Most businesses have adequate tools and inadequate process around them. We work with what you run on unless it is genuinely the constraint, in which case we will say so rather than rebuild around a preference.
The system should keep working once we step back. That is the test we build against, so the handover includes the templates, the cadence and the ownership, not just the output. If it only works while we are in it, it was not a system.