We fix your finance
tech stack for good
We fix your finance
tech stack for good
As your business scales, things break—it’s the reality of growth. We’re here to help you navigate the chaos, find the best tools for your needs, and rebuild your systems to support your success, without unnecessary tie-ins or hype.
As your business scales, things break—it’s the reality of growth. We’re here to help you navigate the chaos, find the best tools for your needs, and rebuild your systems to support your success, without unnecessary tie-ins or hype.
Chosen and trusted by
100+ industry leaders
Chosen and trusted by
100+ industry leaders
Scaling a business is exciting, but the cracks in your financial systems? Inevitable.
Scaling a business is exciting, but the cracks in your financial systems? Inevitable.
As your operations grow, what once worked flawlessly now slows you down — outdated tools, missing data, and delayed or incorrect information.
The right solution is out there, but with thousands of apps in ecosystems like Xero, Sage, and QuickBooks, the choices can be endless.
That’s where we come in. We don’t sell hype or cookie-cutter solutions. We analyse, cooperate, and design a tech-stack tailored to your needs, aligning systems with business growth, and your view of the future.
Imagine financial operations that scale smoothly, adapt to change, and give you the power to make decisions.
This isn’t just fixing your tech stack. This is building the foundation for the next stage of your business.
As your operations grow, what once worked flawlessly now slows you down — outdated tools, missing data, and inefficiencies holding you back.
The right solution is out there, but with thousands of apps in ecosystems like Xero, Sage, and QuickBooks, the choices can overwhelm even the sharpest teams.
That’s where we come in. We don’t sell hype or cookie-cutter fixes. We analyse, strategise, and design a tech stack tailored to your needs, aligning systems to fuel growth, not frustration.
Imagine financial operations that scale smoothly, adapt to change, and power your decisions with precision.
This isn’t just fixing your tech stack. This is building the foundations for growth.
Process Mapping
Tech Stack Mapping
Finance Optimisation
Month-End Optimisation
Process Mapping
Process mapping may not sound exciting, but it’s the foundation of efficient operations. Understanding the “who, what, and when” behind your workflows explains why your monthly numbers might take 30 days to close—or just 5. Clarity here sets the stage for faster, smarter processes.
Invoice Capture
Invoice received via upload into Hubdoc
Invoice syncs automatically with Xero
Extraction & Validation
Invoice details auto-extracting using Hubdoc’s OCR
Cross-checking against PO stored in Xero
Flagging errors and sending for manual review
Approval routing
Invoice is routed through ApprovalMax workflow
Sending notification to approvers
validated
Finance Process Mapping
Tech Stack Mapping
Finance Optimisation
Month-End Optimisation
Process Mapping
Process mapping may not sound exciting, but it’s the foundation of efficient operations. Understanding the “who, what, and when” behind your workflows explains why your monthly numbers might take 30 days to close—or just 5. Clarity here sets the stage for faster, smarter processes.
Invoice Capture
Invoice received via upload into Hubdoc
Invoice syncs automatically with Xero
Extraction & Validation
Invoice details auto-extracting using Hubdoc’s OCR
Cross-checking against PO stored in Xero
Flagging errors and sending for manual review
Approval routing
Invoice is routed through ApprovalMax workflow
Sending notification to approvers
validated
Process Mapping
Tech Stack Mapping
Finance Opti-misation
Month-End Opti-misation
Process Mapping
Process mapping may not sound exciting, but it’s the foundation of efficient operations. Understanding the “who, what, and when” behind your workflows explains why your monthly numbers might take 30 days to close—or just 5. Clarity here sets the stage for faster, smarter processes.
Extraction & Validation
Invoice details auto-extracting using Hubdoc’s OCR
Cross-checking against PO stored in Xero
Flagging errors and sending for manual review
Approval routing
Invoice is routed through ApprovalMax workflow
Sending notification to approvers
validated
Invoice Capture
Invoice received via upload into Hubdoc
Invoice syncs automatically with Xero
A clear path to better finance systems
A clear path to better finance systems
We simplify the process by mapping, analysing and optimising your systems.
1
Audit call
Let’s start with a call to figure out if we’re the right fit for your business. By the end of our chat, you’ll have a clear plan to improve your operations, no matter what.
1
Audit call
Let’s start with a call to figure out if we’re the right fit for your business. By the end of our chat, you’ll have a clear plan to improve your operations, no matter what.
1
Audit call
Let’s start with a call to figure out if we’re the right fit for your business. By the end of our chat, you’ll have a clear plan to improve your operations, no matter what.
2
Evaluate your systems
Once onboard, we’ll review your current systems and processes. We’ll identify what’s working well, what isn’t, and where the biggest opportunities lie.
2
Evaluate your systems
Once onboard, we’ll review your current systems and processes. We’ll identify what’s working well, what isn’t, and where the biggest opportunities lie.
2
Evaluate your systems
Once onboard, we’ll review your current systems and processes. We’ll identify what’s working well, what isn’t, and where the biggest opportunities lie.
3
Build your custom plan
Using our insights, we’ll create a bespoke plan to streamline your operations, save time, and achieve meaningful results.
3
Build your custom plan
Using our insights, we’ll create a bespoke plan to streamline your operations, save time, and achieve meaningful results.
3
Build your custom plan
Using our insights, we’ll create a bespoke plan to streamline your operations, save time, and achieve meaningful results.
4
Tailored implementation
We’ll implement the plan step by step, ensuring every solution fits your business perfectly and boosts efficiency.
4
Tailored implementation
We’ll implement the plan step by step, ensuring every solution fits your business perfectly and boosts efficiency.
4
Tailored implementation
We’ll implement the plan step by step, ensuring every solution fits your business perfectly and boosts efficiency.
No guesswork here;
we've worked with them all
No guesswork here; we've worked with them all
From Xero to Sage, QuickBooks to DATEV, and beyond—we’re fluent in the tools that power modern finance. Our expertise spans the entire tech ecosystem, ensuring your systems connect seamlessly, optimize integrations, and unlock their full potential.
From Xero to Sage, QuickBooks to DATEV, and beyond—we’re fluent in the tools that power modern finance. Our expertise spans the entire tech ecosystem, ensuring your systems connect seamlessly, optimize integrations, and unlock their full potential.
Joe Newbold
Fractional CFO
I’m Joe, a Fractional CFO with over 20 years of experience in streamlining finance functions, tech-stacks and FinOps processes.
One thing that's paramount is 'we don't fix it until it's broken'. If something works then we take time to understand why. Every business is unique; billing platforms, automation, customer specifics etc.
I don't believe in forcing a system in place that 80% fits because I get a referral fee, that's not the way it should be and often leads to a short-term result.
Honesty 100% of the way, if I don't think I can help I will say so.
Prices
Systems Review & Mapping
Implementation
From £500
one-time payment
Your benefits at a glance:
In-depth analysis of your current FinOps Processes.
Includes the comprehensive Tech Stack Review.
Identification of inefficiencies and growth bottlenecks.
Customized roadmap tailored to your business goals.
Joe Newbold
Fractional CFO
I’m Joe, a Fractional CFO with over 20 years of experience in streamlining finance functions, tech-stacks and FinOps processes.
One thing that's paramount is 'we don't fix it until it's broken'. If something works then we take time to understand why. Every business is unique; billing platforms, automation, customer specifics etc.
I don't believe in forcing a system in place that 80% fits because I get a referral fee, that's not the way it should be and often leads to a short-term result.
Honesty 100% of the way, if I don't think I can help I will say so.
Prices
Systems Review & Mapping
Implementation
From £500
one-time payment
Your benefits at a glance:
In-depth analysis of your current FinOps Processes.
Includes the comprehensive Tech Stack Review.
Identification of inefficiencies and growth bottlenecks.
Customized roadmap tailored to your business goals.
Joe Newbold
Fractional CFO
I’m Joe, a Fractional CFO with over 20 years of experience in streamlining finance functions, tech-stacks and FinOps processes.
One thing that's paramount is 'we don't fix it until it's broken'. If something works then we take time to understand why. Every business is unique; billing platforms, automation, customer specifics etc.
I don't believe in forcing a system in place that 80% fits because I get a referral fee, that's not the way it should be and often leads to a short-term result.
Honesty 100% of the way, if I don't think I can help I will say so.
Prices
Systems Review & Mapping
Implementation
From £500
one-time payment
Your benefits at a glance:
In-depth analysis of your current FinOps Processes.
Includes the comprehensive Tech Stack Review.
Identification of inefficiencies and growth bottlenecks.
Customized roadmap tailored to your business goals.
Commonly asked questions
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Commonly asked questions
Learn More
Commonly asked questions
Learn More
Everything you need to know
