Where the Value hides in Finance & Accounting.
Invoices, statements, month-end, chasing payment.
Hold these three questions in your head while you read.
- How often does this happen? Per day, per week, per month.
- How long does it take each time, including the interruptions around it?
- What did the last mistake in this process cost, in money, in rework, or in a customer's patience?
You answer them in your head. That is the whole exercise.
The invoice arrives as a PDF attachment, and someone opens it, reads it, and types it into the ledger line by line.
- Supplier invoices retyped into the ERP or accounting system
- The same supplier, spelled slightly differently each time
- Cost centres guessed from the description
- A folder of PDFs waiting to be entered
- The credit note that took three emails to trace
How many invoices does your team enter by hand in a month?
The statement comes in, and someone lines it up against open items, one payment at a time.
- Bank statements matched to open items by hand
- Payments with no reference and a familiar amount
- A customer who paid three invoices in one transfer
- Round differences written off because finding them costs more
- Month-end waiting on one unmatched line
How many hours does reconciliation take each month?
Every month the same ritual: export, paste, fix the formatting, check the totals, send.
- Month-end reports assembled by copy-paste
- Numbers pulled from three places into one sheet
- A total that never matches the other report's total
- Formatting fixed by hand every single month
- The report finished days after the month it describes
How many days after month end is your report actually ready?
The receipts trickle in crumpled, photographed, or not at all, and someone chases, sorts, and codes every one.
- Expense receipts chased and coded
- A reminder email sent to the same three colleagues
- Receipts photographed at quarter end, all at once
- Mileage claims checked against a calendar
- VAT recovered late or not at all
How many hours a month go into chasing and coding expenses?
The new price list lands in the inbox, fifty pages in the supplier's own layout, and someone types the changes in.
- Supplier price lists entered manually
- Each supplier sends a different layout
- Prices updated quarterly, if there is time
- Old prices quoted because the update was pending
- A margin that quietly shrank without anyone deciding it
What did the last wrong price on a quote or order cost?
The invoice went out, the due date passed, and the reminder waits until someone has a quiet afternoon.
- Overdue invoices chased in batches, when there is time
- Early-payment discounts that expired unused
- A customer over their credit limit nobody flagged
- Interest and fees never actually charged
- The oldest open item is older than anyone admits
How much of your money is sitting past due right now?
If one of these hit a nerve, that’s your process. Bring it to the call and we’ll tell you within 30 minutes whether it’s worth pursuing, and what it would have to deliver to be worth it.
Find out if it’s worth it