What we deliver
Services for accountancy firms
We specialise in Excel, VBA, and workflow automations that streamline repetitive work in UK and global accounting practices.
Excel & VBA automation
Custom macros and templates that turn multi-step manual processes into one-click workflows.
- • Working paper packs and lead schedules
- • Consolidations and trial balance imports
- • Client data intake and validation macros
Process discovery & design
Structured workshops to map current processes, quantify time savings, and design leaner workflows before we build.
- • Discovery sessions with partners and staff
- • Time and risk analysis for candidate processes
- • Recommendations and automation roadmap
Maintenance & enhancements
Ongoing support to keep your automations reliable as rules, team, and software change.
- • Bug fixes and compatibility updates
- • Enhancements and new report variations
- • Versioning and release notes
Advisory automations
Tools that help you offer higher-value advisory and planning services at scale.
- • Scenario and what-if models
- • KPI dashboards built on Excel
- • Client-facing calculators with guard rails
How we work
- 1
Discovery call
We discuss your current process, problems, and constraints to understand your unique requirements.
- 2
Process diagnostic
We review sample files, map steps, and estimate time savings (optional for straightforward processes).
- 3
We build a working version
A fully functional automation tailored to your specific process—not a generic demo, but your actual solution.
- 4
We show you it working
See the automation in action and ask questions before making any commitment.
- 5
Finalise & handover
If you're happy, we finalise the solution, provide documentation, and offer optional ongoing maintenance.
Ready to streamline your processes?
Let's discuss your specific needs. Choose how you'd prefer to connect.