Systems & Automation
The right finance stack, connected and humming.
We design your toolset, clean your data, and automate the boring parts, so month-end flies.
Who it's for
Founders who want fewer manual tasks and better data quality.
What's included
- Systems audit & recommendations
- Migrations (QBO↔Xero↔FreeAgent), chart of accounts re-design
- App setup/integrations: AutoEntry, Apron, A2X, BrightPay, etc.
- Bank feed & rule logic, supplier workflows
- Documentation: “How we process” one-pager + loom clips
What you'll get
- Agreed stack diagram & onboarding plan
- Clean COA, mapped tax/VAT codes
- Automation rules and owner’s manual