We improve your finance processes

Efficient finance processes are crucial for the smooth running of day-to-day business operations. A laborious disjointed process causes the business to slow down and hinders growth. We can help you to overcome these challenges.

Integrate financial systems

Your finance process requires a rigorous audit trail to comply with regulatory requirements. This could safeguard your business against fraud and errors.

We can help you to:

  • Use digital workflows to automate notifications to management based on the relevant compliance requirement
  • Connect SharePoint Online with external finance systems such as Sage to create a single, succinct platform
  • Create a full audit trail of financial approvals and associated comments

Enable strategic budgeting

Inefficient budget planning can lead to excess business expenditure and loss of control of payment plans. Workflow automation enables budget planning, ensuring you have control of your payment schedule.

We can help you to:

  • Capture all monthly planned expenditure and requests, along with approval forms for authorizing requests
  • Implement appropriate workflows to assign tasks, set reminders and escalations to expedite the progress of each task in real time
  • Establish control of your monthly spend through Office 365 licensing options and payment plans

Automate management reports

Empower your managers with regular business insights that they can review and act on. Eliminate the challenge of using spreadsheets and personal folders.

We can help you to:

  • Generate dynamic dashboard reporting using Power BI, ideal for monthly management reports
  • Create digital monthly reports with pre-populated reference data
  • Set up alerts that prompt employees to act based on reported data
  • Discover bottlenecks in your management process with workflow analytics