Services

A full-stack transformation, delivered in layers.

Every engagement addresses the full architecture — from structural design through to automated, real-time outputs. The scope depends on where your business is starting from.

01

Finance Architecture Design

Most finance problems are architecture problems. Before building anything, we design the structural blueprint for your future-state finance function — the logic that governs how performance is measured, how forecasts are built, and how data flows through the business.

Deliverables

  • Future-State Finance Architecture Plan
  • KPI framework and metric governance
  • Forecasting architecture design
  • Data flow mapping
  • Reporting framework design
02

Data & Systems Structuring

We build the intelligence backbone within your existing ERP, CRM, and operational systems. No platform replacement — we work with what you have and turn it into a governed, single source of financial truth.

Deliverables

  • ERP data structuring and pipeline build
  • CRM and operational system integration
  • Multi-entity consolidation architecture
  • Metric definitions and lineage documentation
  • Data governance framework
03

Automated Intelligence Layer

The outputs your finance team currently assembles by hand — management accounts, variance reports, rolling forecasts, board packs — become automated, governed outputs that run without human intervention.

Deliverables

  • Automated management accounts
  • Variance analysis engine
  • Rolling forecast automation
  • Board pack generation
  • Real-time performance dashboards
04

Ongoing Performance Partnership

The architecture evolves as your business evolves. We stay embedded as a long-term intelligence partner — expanding coverage, integrating new data sources, and providing CFO-level strategic support as your needs change.

Deliverables

  • Monthly architecture optimisation
  • Model expansion and new metric development
  • AI and automation integration upgrades
  • Executive finance partnership
  • Priority support and direct access

How We Work

A structured engagement, from diagnosis to delivery.

01

Diagnose

We map your current finance architecture — data flows, system gaps, reporting processes — to identify structural constraints and design the future state.

02

Design

We produce the Future-State Finance Architecture Plan: a blueprint for your data model, reporting framework, forecast logic, and governance structure.

03

Build

We implement the full architecture within your existing systems — ERP configuration, data pipelines, automated outputs, and intelligence layers.

04

Partner

We stay embedded as a performance partner: optimising models, expanding coverage, and integrating new intelligence as your business evolves.

Engagement Models

Three ways to work together.

2–4 weeks

Focused Sprint

Diagnosis and structural redesign. Fast, targeted, high-impact. Suited to businesses that need a clear picture of their finance architecture gaps and a concrete plan to address them.

6–12 weeks

Delivery Program

Full embedded architecture build. End-to-end design and implementation — from diagnosis through to live, automated outputs running within your existing systems.

Ongoing

Embedded Partner

Continuous optimisation and strategic executive partnership. For businesses that want sustained intelligence capability and a long-term architecture partner.

Not sure which model fits?

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