The adventure begins
No-obligation discovery call
Book a no-obligation discovery call to review your current finance systems, identify automation opportunities, and define a clear plan to reduce manual work and speed up month-end close.
From Start to Scale
Your step-by-step process
from discovery to delivery
Below is the simple sequence we follow so you can move forward with clarity, timelines, and a practical execution plan for your accounting automation.
Discovery Call (30 minutes)
A quick alignment call to review your finance workflows, current systems, and identify automation opportunities.
Scoping Workshop (60–120 minutes)
A structured working session to map finance workflows, identify bottlenecks, define automation requirements, and clarify deliverables.
Solution Mapping (2–5 days)
We map the best-fit approach: accounting stack configuration, workflow automation, integration points, and implementation phases.
Proposal & Delivery Plan
A clear scope, milestones, timeline estimate, assumptions, and commercials — designed to be decision-ready.
Kickoff & Execution
Once approved, we set up the delivery cadence, access, and tracking — then execute through to completion and handover.
Cost-Free Discovery & Scoping
Our initial Discovery Call and Scoping Workshop are no-obligation and no-cost. The purpose is to confirm fit, review your current finance systems, and identify automation opportunities.