Finance Transformation for SMEs
Stabilise, optimise, and streamline your finance function.
Our finance transformation service is perfect for companies wanting to make a considerable change to the way their finance function operates. This service gives you project-based senior leadership, industry specific expertise, and senior technological capability, and an injection of capacity for cost effective change.
How It Works
An experienced, industry-specific Fractional CFO leads a team of transactional finance staff and automation/AI consultants to transform your finance function.
Transformation roadmap
- 01
High-level scope
Your needs are understood
- 02
Meet your Fractional CFO
Your Fractional CFO is engaged
- 03
Finance function architecture
Our fractional CFO will create a detailed blueprint for transforming your finance department
- 04
Tech stack optimisation
We will optimise your tech stack
- 05
Automation & AI
Your Fractional CFO will manage Automation & AI consultants to optimise your workflow
- 06
Stabilise
This is where transactional finance staff are brought in to keep the department functioning
- 07
Capability Transfer
Your Fractional CFO will ensure you have the appropriate capability in-house to continue executing your finance department effectively
The people you get
Fractional CFO
Industry-specific, highly experienced
Automation and AI Consultant(s)
Leading your automation and AI implementation
Transactional Finance Staff
Skills Available: Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll Solutions, Management Accounting, Inventory Management, Fixed Asset Register
Who's it for
- CEOs and Business Owners who want stability and insight from their finance function
- Businesses integrating after acquisition or preparing for one
- Companies stuck in spreadsheets with no single source of truth
Detailed inclusions
Current-state review
A comprehensive assessment of your people, processes, systems, technology, and data. Plus future planning.
Systems selection & implementation
Platform selection, migration, configuration and integration for ERP, accounting and reporting tools.
Process & controls design
Workflows built around optimised systems, with segregation of duties and controls included.
Data & reporting architecture
A single source of truth for finance data, with reporting that serves management, board and auditors.
Change management & training
Documented procedures, training and a supported go-live.
Process Automation
Automating repetitive manual work across accounts payable, receivable, reconciliation and reporting to reduce manual labour and errors.
AI Driven Insights
AI-powered reporting and analysis that surfaces the insights you need from your finance data, faster.