07829 967212info@finitsolutions.co.uk

The work that used to take days
now takes minutes.

We’re accountants who build automation, not developers guessing at finance. Everything below came from a real workflow problem inside real accounting work, and every number was counted before and after.

Book a free process review

How we build

Five steps, in this order, every time.

The order matters. Most automation fails because someone wrote code before they understood the process.

STEP 1

Map the manual process first

Before writing a line of code, we document what a person actually does: every file opened, every column checked, every judgment call, including the “what do you do when the dates don’t match” cases.

STEP 2

Prove it small

A working version for one fund, one day, one entity, so the logic is right before anything is generalised, and the edge cases surface early instead of in production.

STEP 3

Configure, don’t code

Dates, thresholds, mappings and entity lists live in a spreadsheet your team edits. Holidays, new funds, new rules, config changes, not development tasks.

STEP 4

Validate, don’t just output

Every workflow checks its own results and halts for human confirmation when something doesn’t tie out. Automation removes the repetition; it does not remove oversight.

STEP 5

Leave an audit trail

Every run writes a file recording what was checked, what passed, what failed and why, so the automated process is as reviewable as the manual one it replaced.

THE RESULT

Review, not production

The operator’s job shifts from doing the work to reviewing the output. That’s the whole point: the hours go, the control stays.

Case results

Measured, before and after.

These are systems our team has designed, built and run in live production environments, across fund administration platforms and Jersey businesses. Where an engagement is under way and the baseline is still being measured, the metric says so.

Fund accounting · daily NAV cycle

Daily deliverable production, five files, one run

Before. Every business day, staff built five uploader files, prices, valuation dates, investor transactions, security transactions, GL entries, by cross-referencing price feeds, trade confirmations and prior-day output in Excel. Manual date-matching, manual lookups, manual reformatting.

What we built. One configuration-driven run that ingests the same sources and produces all five files. It halts and demands human confirmation if the source dates disagree; it detects lifecycle events, reactivations, full redemptions, new series, and surfaces them in the console and the audit workbook; holiday logic is configurable rather than recalculated by hand.

Result
MetricBeforeAfter
Time to produce daily files2 hrs/day20 min/day
Re-keying errorsVariousCaught pre-output
Validation halts the run when source dates disagree.

Accounts payable · SME and fund clients

Invoice processing, multi-vendor

Before.Opening emails, downloading attachments, keying invoice data into spreadsheets, chasing missing line items, across vendors arriving on no fixed schedule. Every month meant a backlog and rework when figures didn’t match.

What we built. AI extraction of structured data from PDFs and images arriving by email and shared drive, rules-based routing, automatic retry on failures, and a review queue so a human sees exceptions only. All configurable without code changes.

Result
MetricBeforeAfter
Processing time6 hrs/wk25 min/wk
Rework rate1 in 5<1 in 50
93% reduction in manual effort.

Period-end controls · multi-entity teams

GL reconciliation, folder-to-folder comparison

Before. Comparing current-period GL files against prior period or budget meant opening pairs of exports, building lookup sheets, and working through variances one entity at a time, an afternoon for what should take an hour.

What we built. A configurable comparator that matches entities across folders by pattern rules and outputs a structured exception report with variance amounts. Reviewers see exceptions, not populations.

Result
MetricBeforeAfter
Comparison time4 hrs12 min
OutputManual listDiff report
95% of reconciliation time removed.

Job costing · development and property-holding structures

Project cost control, property & development

Before. Project costs tracked in disconnected spreadsheets, invoices matched to purchase orders by eye, committed spend invisible until it landed, overruns discovered at the end of the job instead of during it.

What we built.Automated cost tracking against budget per project, PO and invoice matching, committed-versus-actual reporting, and variance flags raised while there’s still time to act.

Result
MetricBeforeAfter
Cost-report production20+ hrs/wk<2 hrs/wk
Overruns caught mid-projectRarelyAt threshold
Committed-versus-actual flagged per project, at threshold.

What we don’t do

No platform to buy. No black boxes.

We don’t resell software, and we don’t build things your team can’t see into. The automation runs your process, your files, your controls, your sign-off, and every part of it is documented, configurable and auditable by your own people. Your data stays with you: work happens in your environment, nothing leaves Jersey unless you ask, and client data never goes through AI tools without your explicit agreement.

What we build with

Tool-agnostic, problem-first.

We pick the tool that fits the problem, not the one we’re selling.

Why the automation holds up

When the job needs a full application, we build that too.

Production systems, not prototypes, which is exactly why the finance automation survives contact with real volume.

Lab reporting system

Secure e-reporting against patient results, with authenticated access. Next.js, TypeScript, AWS Lambda and DynamoDB.

Booking & marketing site

Test listings with a custom booking component, mobile-first. Next.js, TypeScript, AWS S3 and CloudFront.

Ecommerce storefront

React storefront with payment gateway integration and a full admin portal for order management.

Bring us your worst workflow.

Half a day, free. We’ll map it, count the hours, and tell you what we’d automate, and what we wouldn’t. Engagements run in three rungs: the free review, a fixed-fee pilot on one workflow, then a retainer only once the pilot has proved itself.

Book a process review