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Technology advisory
Recurring finance processes that run themselves
Month-end close, management accounts, NAV packs, fee calculations, KPI collection. If it happens every month and follows rules, it can be automated. We map the process, build it, and leave your team with the review points.
We begin with a diagnostic on one process: who touches it, what they wait for, where errors creep in and how long it really takes. Most of that time is data movement, and most of the errors are re-keying.
The automation connects the systems, applies the checks your team already does by hand, and stops for review at the points that matter. Every run is logged, so an auditor can see what happened and when.
What we deliver
- Process mappingA clear picture of the current process, timed and costed, before anything is built.
- System integrationAccounting systems, banks, administrators, data rooms and email connected without manual exports.
- Controls and review pointsFour-eyes checks, thresholds and sign-offs designed in, not bolted on.
- MonitoringAlerts when a run fails or a figure moves outside tolerance.
Who this is for
Asset managers
Faster, cleaner reporting cycles
See how we helpPrivate equity
From deal screening to exit
See how we helpOther technology advisory services: AI agents · Finance applications · Data pipelines and dashboards · Finance transformation · Compliance and AML tools · Systems maintenance and support · Systems improvement · Data security and privacy
Start with one conversation.
Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.