Plan, report and automate properly.

Outsourced FP&A and XP&A for growing UK businesses

For founder-led and pe-backed businesses from £2m to £50m revenue

Budgeting, rolling forecasts, driver-based models and board reporting, delivered as a fractional FP&A function. Extended into XP&A so sales, operations and people plans tie back to one set of numbers.

• Fractional FP&A, retained monthly
• Budget process design and build
• Rolling forecast model build
• Board and investor reporting pack

Power BI consultancy and finance dashboards that people actually use

For finance directors and controllers who want one trusted set of numbers

Power BI and custom dashboards for finance: management reporting, semantic models and the data engineering beneath them. Reporting that reconciles to the ledger and refreshes without anyone re-keying a number.

• Finance reporting discovery and design
• Power BI management reporting build
• Semantic model and measure governance
• Month-end reporting automation

SaaS revenue analytics: MRR, churn, retention and revenue recognition

For saas and subscription finance teams from £1m arr

MRR, ARR, churn, cohorts, retention forecasting and revenue recognition, built from invoice-level data. Investor-ready subscription metrics that reconcile to the ledger, and the foundation for our Revenue Intelligence platform.

• SaaS metrics build: MRR, ARR, churn, NRR
• Revenue recognition automation
• Cohort and retention analysis
• Churn and MRR forecasting model

Finance automation: faster month-end, reliable data, fewer spreadsheets

For finance teams whose close takes more than a week

ETL and system integration for finance, automated reconciliations and a month-end that runs on pipelines rather than people. The data foundation that makes reporting, planning and AI possible.

• Month-end process review and automation
• Reconciliation automation
• Accounting system integration
• Finance data warehouse on Azure

AI for finance teams and accountants, with governance built in

For accountancy practices automating bookkeeping and compliance

LLM and agent automation of finance workflows, from document capture and transaction coding to variance commentary and client queries, built with governance and human review. The differentiator behind everything we do.

• AI opportunity assessment for finance
• Invoice and document processing automation
• Transaction coding and bookkeeping automation
• Variance commentary and reporting assistants