Discover
Copilot Readiness Assessment
- Microsoft 365 environment audit
- Data governance and security review
- Prioritised roadmap (top 2–3 automation opportunities)
- Compliance and security checklist
THE FIRST STEP INTO THE FUTURE
Automation Advisory
We help finance teams assess, plan, and adopt AI-powered workflows-invoice processing, collections, reporting, and more-across Xero, QuickBooks, and Microsoft 365.
Secure & Compliant
Fast Time-to-Value
Xero, QuickBooks & M365
How we work together
A clear, structured advisory approach-from readiness assessment through to adoption strategy. Each phase builds on the last; you proceed when you’re ready.
Timeline: 1–2 weeks
Design
Automation Strategy & Specifications
- Workflow mapping and process documentation
- Agent specifications and integration architecture
- Vendor and platform recommendations
- Change management and adoption plan
Guide
Adoption & Optimisation Advisory
- Implementation oversight and quality assurance
- Performance reviews and optimisation recommendations
- Team readiness assessments as processes evolve
- Strategic advisory on emerging AI capabilities
Tell us what you want to automate (and what systems you use) and we’ll recommend a practical starting scope, timeline, and indicative investment.
What we help you automate
High-impact finance workflows where AI delivers the most value for SMEs. The items below are examples-we scope around your processes, controls, and systems.
- Invoice Capture & Approval (Accounts Payable): Extract invoice data, suggest coding, check for duplicates, and route approvals in Teams with a full audit trail.
- Collections Follow-Up (Accounts Receivable): Identify overdue accounts, draft personalised reminder emails with invoice links, escalate by amount/age, and update CRM/accounting notes automatically after each touch.
- Month-End Reporting Pack: A repeatable pack (P&L, balance sheet, cashflow, KPI dashboard), variance commentary, and an executive summary email ready for review.
- Spend Anomaly Detection: Flag unusual vendor spend, duplicate invoices, out-of-policy purchases, and coding anomalies, then open a review task with supporting evidence.
- Purchase Request to PO: Turn a request (Teams form/email) into a coded draft PO with suggested supplier, budget check, and approvals before creation in your accounting system.
- Payment Inquiry Assistant: Answer customer questions like “What invoices are outstanding?” and generate a payment plan response using your approved templates and policies.
- Internal Finance Knowledge Agent: Answer policy, coding, and process questions grounded in your SharePoint/Confluence knowledge base with citations and suggested next steps.
These are just examples-many more workflows can be automated across AP/AR, month-end, budgeting, spend controls, and internal operations.
Benefits & indicative impact
To show why automation is worth the investment, here are example implementations with indicative time savings in a typical SME finance team. Results vary by volume, systems, data quality, controls, and user adoption.
| Example implementation | Typical volume | Time saved* | Where the value comes from |
|---|---|---|---|
| AP invoice capture & approvals | 60–200 invoices/month | 6–12 hrs/week* | Less manual entry, fewer follow-ups, faster approvals, cleaner audit trail |
| AR collections follow-up | 30–120 overdue accounts/month | 3–5 hrs/week* | Automated reminders + escalation, consistent comms, reduced bad-debt risk |
| Month-end reporting pack + commentary | Monthly close | 2–4 hrs/week* | Repeatable pack generation, variance explanations, faster leadership updates |
| Purchase request to PO workflow | 15–60 requests/month | 2–6 hrs/week* | Less chasing, better controls, approvals in Teams, fewer coding mistakes |
| Internal finance knowledge agent | 20–80 questions/month | 1–3 hrs/week* | Less interruption time, consistent answers, faster onboarding and support |
Important*: examples only (not a quote or commitment). *Time-saved ranges are indicative estimates and exclude implementation/ongoing costs (e.g., licensing, training, change management).
Ready to get started?
Start with a no-obligation discovery call. We’ll understand your challenges, show you what’s possible, and-if there’s a fit-begin with a Copilot Readiness Assessment to identify your highest-value opportunities.