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Solutions

Any process that runs on documents, knowledge, approvals and access to data.

Nine functions every company runs, and the processes of four industries. Pick one for the pilot.

Processes ready to start from.

Finance operations

  • Accounts payable: invoice to payment
  • Accounts receivable and credit control
  • Payroll

Accounting and close

  • Month-end close and consolidation
  • Statutory accounts and filings
  • Audit requests

Planning and analysis

  • Forecasts and scenarios
  • Monthly management pack
  • KPI tracking

Treasury

  • Cash forecasting
  • Payment runs
  • Covenant monitoring

Tax

  • VAT and corporation tax returns
  • Transfer pricing files
  • Tax queries and clearances

Audit and compliance

  • Control testing
  • Sanctions and KYC screening
  • Regulatory returns and the compliance register

Procurement

  • Purchase orders and vendor onboarding
  • Quotes and bid evaluation
  • Contract review and renewals

Deals and integration

  • Due diligence and data room review
  • Post-acquisition integration (100-day plan)
  • Board and investor reporting

Sales back office

  • Quote to order and billing
  • Commissions and quota
  • Pricing and discount approvals

By industry