What we do / three considered scopes
Less handling.
More dependable work.
For small to mid-size businesses with recurring finance and operations admin. We connect the steps—not replace the judgment. Start with one process that is worth rebuilding.
01
Invoice preparation
From finished work to a draft invoice.
For teams manually moving job details between operational tools, spreadsheets and accounting systems. We agree the billable event, customer mapping, tax inputs and duplicate checks before preparing drafts.
The intended output
A review-ready draft, a source reference and a visible exception path.
We assess system access, input quality and permissions before quoting. Missing evidence and ambiguous records go to a person. The scope includes testing, exception handling, documentation and handover; it does not include unsupervised financial decisions.
Read the practical guide02
Reconciliation & exceptions
Reconciliations that show what needs you.
For recurring spreadsheet comparisons and month-end reconciliations. Power Query, APIs or controlled code can prepare a traceable review population; uncertain matches remain a human decision.
The intended output
Control totals, matched records and an owned exception register.
We assess system access, input quality and permissions before quoting. Missing evidence and ambiguous records go to a person. The scope includes testing, exception handling, documentation and handover; it does not include unsupervised financial decisions.
Read the practical guide03
Reporting & document operations
Reports and documents, in good order.
For teams handling Microsoft 365 files, repeat exports and recurring reporting packs. We scope the input rules, document naming, review gates and recovery path—not just the happy path.
The intended output
Consistent preparation, documented checks and fewer fragile handoffs.
We assess system access, input quality and permissions before quoting. Missing evidence and ambiguous records go to a person. The scope includes testing, exception handling, documentation and handover; it does not include unsupervised financial decisions.
Read the practical guideThe tools serve
the process.
Existing systems can include Xero, Excel/Power Query and Microsoft 365. We are independent, not an official partner. API availability, licensing and your account permissions affect what is possible.
AI may assist a bounded step, but deterministic rules remain the foundation for repeatable checks. No automatic invoice sending without human approval. No promise that every app can connect.
From reading to doing