For advisory and outsourced CFO firms

Month-end close is late again because the inputs came in late again.

Management accounts, reporting packs, board decks, and forecasting inputs that all depend on data arriving on time. We automate the collection and assembly so the close runs to schedule and you spend your time on the advice, not the admin.

Start with Clarity See how it works

We work with accounting, bookkeeping, and tax firms and nothing else.

What we build for advisory firms.

Month-end input collection

The data each client needs to provide for close requested and chased on a schedule, so month-end stops waiting on late inputs.

Reporting packs, assembled from live data

Management accounts and reporting packs generated from your live data instead of rebuilt by hand every period.

Board decks without the manual copy-paste

The recurring numbers and charts in your board decks pulled from source, so preparing the deck is review, not reconstruction.

Forecasting inputs kept current

The inputs your forecasts depend on collected and synced, so models run on current numbers rather than last month's.

The stack it plugs into.

We build around the tools your advisory work already runs on, through official integrations. No new platform, nothing new to learn.

Xero
QuickBooks
Sage
Google Workspace
Microsoft 365

Map, build, run.

Map
We audit how work moves through your firm and where the hours go, costed against your own staff rates. You get a prioritised roadmap: what to build first, what it saves, what it costs. Delivered in 5 business days or it's free.
Build
Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.
Run
Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.

The guarantee

We baseline your document turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back to you.

Advisory FAQ

Advisory firms, answered.

Yes. We build to your firm's format and templates so the output looks like your work, generated from live data rather than assembled by hand.

No. It removes the assembly so your team spends its time on interpretation and advice. Anything uncertain is flagged for a person, not published automatically.

No. We connect to the software your clients already run and assemble from there.

Start with Clarity.

A paid audit of your close and reporting workflow, delivered in 5 business days or it's free, and credited against your first build. You get a map of where the hours go and a costed plan to get them back.

Start with Clarity Or call 07828 763040