Accounting and information
How records are created, checked and used.
FINANCE SYSTEMS DISCOVERY
Understand what to change before you invest in the solution.
We study how your finance operation works today: the people involved, the systems they use, the information they rely on and the work that slows them down. The result is a practical basis for deciding what to improve and what implementation should involve.
WHAT WE REVIEW
See the operation as a connected whole.
Processes and handoffs
How work moves between people and systems.
Reporting and decisions
What information management needs and when it arrives.
Controls and responsibilities
Who prepares, reviews, approves and resolves exceptions.
Systems and data
Where information is stored, duplicated or disconnected.
Automation opportunities
Which repeatable tasks may benefit from integration or automation.
THE OUTPUT
A clear basis for the next decision.
The agreed Discovery scope can produce a current state map, a prioritized improvement backlog, a recommended future workflow and a roadmap for implementation. We explain the dependencies, the responsibilities and the areas where human judgment should remain.
Illustrative templates — these explain the approach and are not client results or a fixed deliverable commitment.
ILLUSTRATIVE TEMPLATE
Current-state map
People, systems and information flows
- Information
- Preparation
- Review
- Reporting
ILLUSTRATIVE TEMPLATE
Improvement backlog
Priorities, dependencies and next steps
- Process gap
- Dependency
- Proposed change
- Priority
ILLUSTRATIVE TEMPLATE
Responsibility map
Preparation, approval and exceptions
- Prepare
- Review
- Approve
- Escalate
SCOPE AND RESPONSIBILITIES
Work with your existing team.
Discovery can involve your accountant, finance team, software providers and relevant external advisors. We agree responsibilities and access at the start. Any accounting support or Controller involvement included during Discovery is defined in the scope.
Scope agreed before work begins
Quotation, responsibilities and deliverables are agreed before the paid engagement.
A separate implementation decision
Implementation, software subscriptions and ongoing managed support are agreed separately unless the approved proposal expressly includes them.
Start with a conversation
The initial conversation is separate from paid Discovery, and ongoing operation is optional.
THE NEXT DECISION
Move forward with an agreed plan.
After reviewing the findings, you can decide whether to request solution design and implementation. Ongoing operation is optional.
Discover
Identify friction, ownership gaps and control risks.
Design
Define the future workflow, responsibilities and approval rules.
Implement
Connect systems and introduce tested automation.
Operate
Monitor performance, resolve exceptions and improve over time.
QUESTIONS, ANSWERED
Before we begin.
What is included in Finance Systems Discovery?
We review the accounting, workflows, responsibilities, systems, reporting, controls and automation opportunities within the agreed scope. The deliverables and client responsibilities are confirmed before the paid engagement begins.
Do we need to replace our accounting software?
Not necessarily. We assess the current tools and workflows before recommending changes. The agreed plan may improve existing systems, introduce integrations or recommend replacement where justified.
What happens after Discovery?
We review the findings and recommended direction. If you choose to proceed, solution design and implementation are proposed separately. Ongoing managed support is optional; there is no obligation to proceed with a full transformation project.
START WITH A CONVERSATION
Discuss your finance operation.
Share the process, reporting challenge or product question you have in mind. Not sure where to start? Tell us what feels difficult today. We will use your enquiry to direct you to the right next step.
Discuss your finance operation