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Behind the Automation
Financial automation sounds technical, but honestly? It's about taking the repetitive mess off your desk so you can focus on decisions that actually matter.
We've spent years working with businesses in the UK who were drowning in invoices, late payments, and endless spreadsheets. What we built isn't magic — it's practical tools that connect your existing systems and make them talk to each other properly.
The Four Stages
Most companies we work with go through similar phases. Each one builds on the last, and you can pause anywhere that makes sense for your operations.
1
Assessment Week
We spend time looking at your current setup. Where are invoices getting stuck? Which reports take forever? What's causing late payments? No fancy audit — just practical questions about what's slowing you down.
2
System Mapping
Here's where we connect your accounting software to payment systems and internal tools. Think of it as creating bridges between islands that were never meant to talk. Takes about two weeks, depending on how many systems you're running.
3
Workflow Building
Now we set up the automations. Invoice arrives, system reads it, categorizes it, flags anything unusual, and routes it to the right person. Payment due dates trigger reminders. Reports generate themselves on Friday afternoons.
4
Live Monitoring
Once it's running, we watch for hiccups. Sometimes an unusual transaction confuses the system. Or a new vendor format needs adjustment. We handle those tweaks in the first month, then hand you the controls.
How Your Systems Connect
Most businesses already have the tools — they're just not working together. Our job is making your accounting platform, bank feeds, and internal databases share information without you copying and pasting.
- Direct API connections to major UK banking systems and accounting platforms
- Real-time data sync that catches transactions as they happen
- Custom connectors for industry-specific software you can't replace
- Automated reconciliation that flags mismatches before they compound
- Secure data handling that meets UK financial regulations
The systems we build typically integrate with Xero, Sage, QuickBooks, and most major UK business banking platforms. If you're using something unusual, we'll assess compatibility during the first call.
Who Sets This Up
You'll work with two people throughout the process. One handles the technical connections, the other keeps everything moving on schedule and makes sure it fits your workflow.
Dashiell Mercer
Integration Specialist
Handles the technical side — connecting your platforms, setting up data flows, and making sure nothing breaks when systems update. Been doing this since 2018, mostly with manufacturing and retail companies around Glasgow.
Romilly Ashford
Implementation Lead
Manages the timeline and keeps your team in the loop. She'll check in weekly, handle questions, and adjust the setup if your workflow needs tweaking. Previously worked in business operations, so she gets the non-technical side.
Ready to Map Your Setup?
Book a consultation call for late September or October 2025. We'll walk through your current systems and give you a realistic timeline — no pressure, just practical planning.
Schedule Discovery Call