We Started With a Simple Question

Back in early 2019, three of us sat in a cramped Glasgow office wondering why financial automation still felt like wrestling with spreadsheets. Most tools either dumped too much complexity on business owners or oversimplified everything until it became useless. We figured there had to be a better approach—something that actually worked the way real businesses operate.

How We Got Here

1
2019–2020

Finding the Problem

We spent months talking to business owners across Scotland. Turned out most were patching together five different tools just to track cash flow and invoices. The software existed, but nobody made it talk to each other properly. That's where we started.

2
2021–2022

Building Something Different

Instead of adding more features, we focused on making the existing ones actually connect. Our first clients were patient—really patient—while we worked out the kinks. By mid-2022, we had automation workflows that didn't require a computer science degree to set up.

3
2023–2024

Learning From Reality

Growth happened, but not without stumbling. We rebuilt our reconciliation system twice after realizing businesses needed more flexibility than we'd planned for. The feedback was direct and honest. We listened, adjusted, and kept shipping improvements every few weeks.

4
2025

What We're Doing Now

These days we work with businesses across the UK who need financial automation that doesn't fight against how they actually operate. We're not the biggest option out there, and that's fine. What matters is building tools that solve real problems without creating new ones.

What Drives Our Work

We've learned a few things over the past six years. These principles guide how we build software and work with clients.

Built for Real Use

Software should fit your business, not the other way around. We design tools that adapt to different workflows instead of forcing everyone into the same rigid structure.

Honest Conversations

When something isn't working right, we want to hear about it. We've made our best improvements after clients told us exactly where we were falling short.

Continuous Progress

Financial needs change as businesses grow. We keep updating our platform based on what actually helps clients manage their operations more efficiently.

Cerys Whitlock managing client automation workflows

Working With Real Businesses

Our team is based in Glasgow, though several people work remotely across the UK. Most of us came from finance or software backgrounds—we've all dealt with clunky business tools before starting here.

Cerys Whitlock heads up our client success work. She spent years in accounting before joining us in 2021, which means she spots workflow problems faster than most. When clients need help setting up automation, she's usually the one walking them through it.

We keep our team deliberately small. That way everyone stays close to the actual product and the businesses using it. Less bureaucracy, more direct problem-solving.

We're always looking for people who understand business operations and want to build better tools. If that sounds like you, send us a note.