The easy way to stop rebuilding month-end from a dozen spreadsheets.
We pull your numbers from every source into one place automatically. One version, not five files called "FINAL v3."
We automate the pull, not the judgement
We automate gathering and consolidating the numbers. Adjustments, accruals, anything that needs real judgement still goes through your team before it reaches the board. That's not a limitation, it's how it should work, the numbers get faster, the sign-off stays with you.
The pull runs. Judgement calls wait for a person.
It also flags what looks unusual, a number that's moved further than expected, before it reaches the board, not after.
One number, one place it came from
Right now, month-end means pulling from a shared drive full of files, half of them called "FINAL v3." We connect to every one of those sources and bring them into a single place automatically. One current version, always, not five files and a guess at which one's right.
It also means month-end doesn't depend on one person knowing where everything lives. If they're on leave, or they leave the business, the process still runs.
We test it before it ever touches a board pack
We take a sample.
Your last few month-end packs, historical, nothing live.
We run the consolidation in a sandbox.
You check our numbers against numbers you already know are right.
You see it before anything's at risk.
Nothing live is touched until you've checked it and said yes.
Then, and only then, we build it in your tenant.
If it doesn't stack up, you walk away having changed nothing.
If the board asks where a number came from, you'll know
Every figure traces back to its source in a couple of clicks, not a search through old files. No more "let me check and get back to you."
As automated as you want it to be
Some teams just want the manual pull gone. Others want a live, always-current board dashboard. We work out where you sit in the first conversation.
Drag the handle, or pick a position.
Tested against your real numbers before it's ever live. We check our output against month-end packs you already know are right, before anything reaches your live systems.
What you get
A single, current version of your month-end numbers, not a folder of files
Every figure traceable back to its source in a couple of clicks
Unusual variances flagged before the board sees them, not after
Refreshed automatically, always current
A repeatable process that doesn't depend on one person
Want to see what this looks like on your numbers?
We'll test it against a past month-end pack first. No commitment, no access to your live systems.
Get started