/Project Overview
Services Provided
AI Development
AI Implementation
Automation
Real-Time Reporting Dashboards
System Integrations
Back-End Development
/Challenges & Opportunities
Without a central source of truth, finance teams were operating in silos—relying on inconsistent methods and outdated systems. This fragmented approach caused confusion, reporting delays, and missed insights. The challenge was to unify these processes, uncover automation opportunities, and integrate smoothly with legacy systems.
/Delivering Results
Our centralised system simplifies and streamlines financial workflows, providing an accurate, real-time picture of business finances. By introducing automation and AI-driven forecasting, we reduced manual overhead and enabled smarter, faster decision-making across departments.
/The Solution
Discovery & Planning
We collaborated with stakeholders across departments to understand the full picture of financial workflows. This helped identify areas for automation, standardise key processes, and define integratino requirements with tools like accounting software and timesheet systems.
Design & Development
We designed a centralised platform that manages multi-period budgets, forecasting, and department-level financial tasks. The interface was built to be intuitive for all users—finance or not—while offering depth for power users. AI integration enabled forecasting and insights that aligned with business strategy.
Testing & Optimisation
The system was tested to ensure it handled real-world financial complexity and could adapt to different team structures. Feedback loops allowed us to fine-tune budgeting workflows, reporting accuracy, and the clarity of insights surfaced by AI.
Integration & Impact
The system integrates with existing accounting and time-tracking tools. By automating reporting and centralising data, teams can align on one version of the truth, respond to market shifts with confidence, and plan financial strategies with greater precision.
