Industries
Complex work. Deep understanding.
Finance looks different in every sector: fund accounting in a school trust, fee reconciliation in an advice firm, revenue recognition in a SaaS business. We focus on four sectors where we understand the numbers and the systems well enough to be useful on day one.
Accountancy practices
Automated bookkeeping and document processing, client reporting dashboards and the advisory tooling that lets a practice sell insight rather than hours.
AI automation for accountancy firms
IFAs and wealth managers
Client reporting, fee and revenue reconciliation, management information and governed AI for advice firms that want their data to work as hard as their advisers.
automation for IFAs
Education groups and schools
Consolidated reporting across sites, pupil-driven budget forecasting, school-by-school benchmarking and finance automation for academy trusts, school groups and independent schools.
finance systems for school groups
SaaS and subscription businesses
SaaS FP&A, MRR and churn analytics, revenue recognition automation and investor reporting for subscription businesses from first funding round to exit.
SaaS finance
Accountancy practices
Accountancy practices are being squeezed from both sides: clients expect fixed fees and faster turnaround, while recruiting and retaining qualified staff gets harder every year. The firms that thrive will be the ones that automate the processing work and redeploy their people into review and advisory. We help practices do exactly that, with technology built by people who understand the work.
Usually: ai for finance, business intelligence, finance automation and data engineering
IFAs and wealth managers
Advice firms run on data that lives in too many places: the back office system, platform feeds, the CRM, the accounts and a long tail of spreadsheets. Reconciling fees, reporting to clients and evidencing good outcomes all take longer than they should. We build the automation and reporting that pulls it together, so advisers spend their time advising.
Usually: finance automation and data engineering, business intelligence, ai for finance
Education groups and schools
School groups and academy trusts run complex finances on tight resources: multiple sites, restricted funding streams, pupil-number-driven income and a reporting burden that grows every year. We build the finance systems, consolidated reporting and benchmarking that give trust leaders and governors a clear view across every school, and the forecasting to plan with confidence.
Usually: business intelligence, fp&a and xp&a, finance automation and data engineering
SaaS and subscription businesses
Subscription businesses have a finance model unlike any other: revenue arrives monthly, is recognised over time, and is measured by metrics that do not appear in the accounts. The finance function has to produce both the statutory numbers and the SaaS numbers, make them agree, and forecast a business whose future is mostly already under contract. We build the finance stack that does this properly.
Usually: saas and subscription analytics, fp&a and xp&a, finance automation and data engineering
Let's talk
Not in one of these sectors?
The services travel. If your business runs on numbers and the finance team is short of time or tooling, we can probably help.