Services offered

Do you have a slow time-consuming manual process that you want to automate? Or an Excel file that is large and slow to use?

We can help by automating and streamlining this for you, using a variety of analytics tools. Additionally, if you have raw data that you want transformed (to do your own analysis from), we can help with this too.

Automating processes can have multiple benefits: notably in improving processing time where a process can be run immediately at a click of a button, freeing up time to focus on tasks that add value to the business. Additionally, automating a process can often improve the controls around that data, reducing the chance for error and giving you more confidence that the data you are using is accurate and valid. 

  Research has shown that humans can process and draw insights from visualised information more than they can from numbers and words. 

As such, presenting data in visuals (e.g. pie charts, graphs) can help confer information in a more effective manner and tell a story. 

We can help you to visualise your data - notably in creating an interactive dashboard that not only shows the key headlines, but has all the detail behind it in a streamlined structure... and can be easily shared with multiple stakeholders. Gone are the days of slow Excel packs!

The information presented on can vary: from financial analysis through to dashboards summarising customer sales and insights, where we can enhance your finance reporting by integrating data from other systems to provide additional context.

That said, we can build Excel reporting packs too!

  We can build models for a variety of purposes: to help you plan and forecast (e.g. for budgets, forecasts or strategic decision-making); model sales performance and seasonality; build a predictive model to help understand what the future may hold; a valuation model of your business; analyse a portfolio; analyse a pool of transactions or any other financial aspect of business modelling (e.g. your funding base/capital structure).  

In doing so, we can help integrate finance data with other sources (such as sales), to create value and additional context to what is influencing your business performance.

See our following page for example projects. We can also help with financial models and in analysing non-commercial data.

  Having experience of both Finance and Data/Analytics, we can advise your finance function on digital transformation, advise on strategy using analytics and on how to leverage analytics to enhance your finance function. 

For example, we can enhance your FP&A or reporting by advising on how you can use analytics to better effect. Such as streamlining process via automation, introducing dashboards for reporting or improving model accuracy/reducing bias. 

We can also help advise on developing data strategy and how to integrate AI into your finance operations. This includes what operational matters you would need to consider. 

Finally, we can help guide on systems choice. E.g., how to decide which FP&A or budgeting tool to use; or which Business Intelligence/Dashboarding tool would suit your business best.