Accounts payable
Invoices read, checked and matched to the PO, with exceptions sent to the right person.
Purchasing
Requests checked against budget and approved suppliers before the PO goes out.
Risk assessments
Drafted from your own library, then reviewed and signed off by a named person.
Supplier vetting
Questionnaires, certificates and insurance renewals reviewed in one place.
Compliance evidence
The evidence pack ready before an inspection or client audit asks.
Inspection records
Inspections recorded once on the day and turned into reports and actions.
Handover documentation
The handover pack built as the work runs, not in the final fortnight.
Tender responses
Public tender answers drafted to the criteria from an evidence library.
Board and management reporting
The monthly pack built from your own systems, with commentary drafted.
Processes we automate
The repeating jobs that eat a finance or operations team's week can be rebuilt: invoices, fee estimates, proposals and tenders, scopes, meeting notes, reports, supplier checks, inspection and quality records. The best candidates follow the same structure each time, draw on records you already keep, and take a senior person hours to assemble.
Questions people ask
How many processes do you rebuild at once?
One to begin with. Each engagement takes a single process through scoping, a build on your own systems, a parallel run and sign-off by your team, so it is live and used before the next starts. Businesses that want more add them one after another.
What if our process is not listed here?
The list covers the jobs we see most often in finance and operations teams, not every possibility. If a job repeats, follows a recognisable structure and eats senior time, it is a candidate. The audit shows which of yours costs the most.
Which process should we start with?
The one that costs the most senior time and follows the same structure every time. The audit works this out from your own answers, and the process priority scorer lets you compare candidates side by side.
Which job is costing your firm the most?
Ten questions, about three minutes. You see the hours and the cost before you speak to anyone.