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

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