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Finance operations, without the manual chase

Reconciliation, KYC, and onboarding still run on spreadsheets and reminders. Every manual step is a compliance risk, and a client wondering if you have got it handled.

Map one workflow with us
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Five systems that run a finance back office

Not features. Each of these is a build: a defined process, wired to your tools, that runs whether or not somebody remembers it.

A new client fills one form. Identity documents are requested against your checklist, the record is created, and the file is opened once everything that must be present is present.

The system knows what is missing from each file and asks for it on a schedule you set, escalating politely and stopping the moment it arrives. Nobody keeps a mental list of who still owes what.

Every statutory date, renewal and review sits in one calendar with an owner. Work starts far enough ahead that a missed deadline needs two people to ignore it, not one to forget it.

Statements, summaries and the commentary template are pulled together on the same day every month and routed for review. A person approves it. Nobody spends a morning collecting it.

Annual reviews are booked from the client record, renewal notices go out on their own schedule, and a client who has not been spoken to in a while surfaces before they notice it themselves.

Where the day goes

A new client signs on Tuesday. By Friday somebody has rekeyed their details into three systems, chased two documents, and set a reminder to chase the third. None of that is finance work. All of it is billed as finance work.

The cost is rarely one large failure. It is the small gaps: a KYC document that sat in an inbox over a weekend, a reconciliation that ran a day late because the person who runs it was on leave, a client who called to ask where things stood because nobody had thought to tell them. Each one is recoverable on its own. Together they set the pace of the entire operation.

Automation earns its place here by taking the steps that never needed judgment: collecting, routing, reminding, recording. What is left is the work that genuinely needs a qualified person, which is most of the reason you hired one.

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The Frankfurt financial district skyline seen across the river Main

Built for the firms that cannot afford a missed deadline.

Built to work inside your accounts, not around them

The short version. The full detail is on the security page.

Read the security page
We work inside your accounts, not copies of themThe systems live in the tools you already own. You keep the keys and can revoke access yourself at any point.
Nothing of yours is copied onto our systemsWe do not take exports and we do not keep a shadow copy of your client records.
Only people you have approvedNamed members of our team, protected by two factor authentication, with credentials in a password manager rather than a message thread.
When it ends, the build stays with youAccess is removed and the configuration and automations remain yours. We are not SOC 2 or ISO 27001 certified, and we say so rather than implying otherwise.

What our clients say

They didn’t just build pages or connect a few automations. They turned a detailed business process into a working system.
Hinesh Chauhan President, Evolut Consult
Read the case study

Questions finance teams ask first

Do you need access to our client data?
We work inside the accounts you already own rather than taking copies. Nothing of yours is exported onto our systems, and you can revoke our access yourself at any point, before or after an engagement ends.
Who exactly gets access?
Named members of our team, and only the ones your work requires. Access is protected by two factor authentication and credentials are held in a password manager rather than a spreadsheet or a message thread.
Are you SOC 2 or ISO 27001 certified?
No. We are a small team and claiming a certification we do not hold would be the first thing worth distrusting. The security page says exactly what we do and do not do, including the things we will not promise.
What happens if we stop working with you?
Access is removed and the build stays with you. The configuration and the automations sit in your accounts, so they keep running. Anything that was running on our own infrastructure stops, and we say so rather than implying otherwise.
Do we have to move off the tools we already use?
No. A system is wired to the tools you run today. Replacing a working tool is a separate decision with its own cost, and it is not one automation should force.

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