Case studies

What it looks like in practice.

Two recent engagements: one for a regulated real estate investment manager, one for a manufacturer. Client names withheld.

Outsourced accounting

Regulated real estate investment manager

A complex outsourced accounting assignment, delivered on time from the first cycle.

The starting point

A complex outsourced accounting assignment covering SPV and corporate finance, where for years reporting had been late and below standard.

How we did it

  • Detailed planning of the transition, timetable and responsibilities
  • SOPs written and agreed for every workstream
  • A full balance sheet reconciliation to audit standard before any day-to-day work began

The result

On time in the first reporting cycle, with quality raised to an audit-ready standard.

4live mandates within 12 months, with 2 more under discussion
Cycle 1on time from the first reporting cycle
Audit-readyreporting standard
Finance transformation · AI agents

Multi-factory apparel manufacturer

Finance processes diagnosed, redesigned and automated in three weeks.

The starting point

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.

How we did it

  • Week 1, remote: time study across the team; AI analysed the time study and system data, so savings were sized from evidence in days
  • Week 2, remote: one-to-ones with the people doing the work; AI turned notes into process maps and exception lists the same day
  • Week 3, on site: four SOPs drafted and refined with the team; the incentive process rebuilt, tested and handed over

The result

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.

~208hours a month of savings identified
2–3 days → ~10 minmonthly incentive, feeds in to report out
3 weeksfrom first look to working automation
4core SOPs redesigned with the team

AI does the mechanics and the chasing; people keep every decision and approval. See the tools behind this work on the AI tools page.

Facing something similar?

Late reporting, a team stretched thin, or a process that lives in one spreadsheet. We’ve fixed it before.

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