Services

Outcome-focused and platform-independent, we deliver value quickly and iterate continuously, aiming to keep the tech stack as simple as possible.

FP&A Advisory

Reliable practical finance partnership with senior support for models, cadence, and decision-making. Perfect when you need FP&A results without hiring full-time staff.

What's included

Monthly and quarterly operating rhythm with board-ready packs
Budget design, rolling forecast, and variance analysis
KPI framework and a clear metric catalogue that everyone understands

What you get

Sharper decisions and fewer surprises
A single source of truth for performance
Confidence in plans, hiring, and investment timing

Dashboards & BI

Clear, adoption-focused reporting in Power BI or spreadsheets. We emphasise the most important metrics and ensure the tools remain simple and maintainable.

What's included

Executive and team dashboards with drill-through details
Data modelling and definitions to align finance and operations
Automated refresh and scheduling to minimise manual effort

What you get

Faster insight into trends and exceptions
Consistent definitions across teams
Less manual reporting, more time for analysis

Forecasting & Planning

Driver-based plans that link inputs to outcomes. Several scenarios to evaluate growth, pricing, and investment options before making a commitment.

What's included

Rolling forecasts linked to revenue, cost, and headcount drivers.
Scenario analysis and sensitivities (best, base, worst).
Cash runway and funding outlooks to support decision-making.

What you get

Aligned targets and ownership of key levers.
Clear trade-offs and confidence in the plan.
Earlier indicators when performance deviates.

Custom Tools & Automation

Lightweight internal tools and scripts that reduce repetitive tasks and ensure accurate data flow into the tools your team depends on.

What's included

Spreadsheet and Power BI accelerators and templates.
Data pipelines between core systems and reporting.
Quality checks, alerts, and simple approvals.

What you get

Faster cycles and fewer manual errors.
Traceable figures from source to decision
Teams focused on insight, not copy-paste-paste.

Not sure which service is right?

Share your challenges and desired results, and we'll suggest the smallest effective step to help you progress Get in Touch.