Two recent engagements: one for a regulated real estate investment manager, one for a manufacturer. Client names withheld.
A complex outsourced accounting assignment, delivered on time from the first cycle.
A complex outsourced accounting assignment covering SPV and corporate finance, where for years reporting had been late and below standard.
On time in the first reporting cycle, with quality raised to an audit-ready standard.
Finance processes diagnosed, redesigned and automated in three weeks.
A capable 11-person finance and commercial team stretched thin through a leadership transition. Late requests and incomplete documents landed on finance to fix, and a monthly production incentive for 550+ employees ran through a single spreadsheet that was hard to check.
Two AI agents live, with people in control. The incentive agent loads six certified feeds, runs 31 checks and calculates in a locked workbook; the COO and finance manager approve before payment. A close tracker chases overdue owners twice a day.
AI does the mechanics and the chasing; people keep every decision and approval. See the tools behind this work on the AI tools page.
Late reporting, a team stretched thin, or a process that lives in one spreadsheet. We’ve fixed it before.