Selected portfolio

Practical transformation, from ledger to leadership

Representative ways we improve finance operations, reporting, cloud systems, automation and AI.

UK registered • Human-reviewed • Clear ownership
01

Accounting operations

A cleaner, faster month-end

Standardised close tasks, automated reconciliations and created a single review trail for a multi-entity service group.

Close orchestrationBalance-sheet controlManagement pack
02

Systems integration

Connected sales to the ledger

Mapped the order-to-cash flow, integrated commercial systems and replaced manual revenue files with controlled data feeds.

Data mappingIntegration designException workflow
03

AI-enabled support

Invoice handling by exception

Introduced intelligent capture, coding suggestions and approval routing so the team focused on exceptions and supplier relationships.

Document AIApproval controlsAudit trail
04

Decision support

One dashboard for cash & margin

Created a governed reporting model with weekly cash visibility, project margin analysis and concise leadership commentary.

Power BIForecastingKPI design
05

Cloud migration

A finance stack ready to scale

Cleaned data, redesigned the chart of accounts and moved a growing organisation to a connected cloud accounting environment.

MigrationApp selectionTeam enablement
06

Finance function design

A practical fractional finance model

Combined core accounting, monthly reporting and virtual finance leadership into a clear, accountable operating rhythm.

Operating modelControlsAdvisory

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