What you'll get
A short, practical read of where automation could save your team the most time — tailored to your answers, not a generic checklist.
A personalised review
I read every response myself and look at your month-end the way an experienced finance director would — not an automated score.
3–5 automation opportunities
The specific processes — bank reconciliation, payroll journals, accruals, management accounts — best suited to automation in your team.
Your realistic time saving
An honest estimate of the hours — and the staff capacity — you could recover each month, based on how you work today.
How it works
Three steps. No software to install, and nothing to prepare in advance.
Answer a few quick questions
About five minutes — your finance system, the size of your team, how long your close takes, and where the time goes.
I review your answers personally
I work through your responses by hand and match them to the automations that would make the biggest difference for your organisation.
You get a tailored summary by email
A short, personalised write-up of your top opportunities and the time you could save — usually within a few working days. No obligation to take it further.
Five minutes now could save your team hours every month
See where automation fits in your close — and what a smoother month-end could look like for your organisation.
Take the free diagnostic →Prefer to talk it through first? Book a 30-minute discovery call.