Finance automation for retail

Your finance team didn't sign up to copy and paste.

We automate the manual work so they don't have to — and we know exactly what that work looks like because we've done it ourselves.

Already saving 6+ hours per week at a retail operation with 400+ stores.

Get a free 30-minute process review

We take on a limited number of projects per quarter — currently reviewing Q3 availability.

The work that should already be automated.

Concrete examples of what we build for finance teams at retail companies.

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Recurring report automation

The report rebuilt every week or every period from the same sources. We build it once, properly — so it updates itself and is ready before anyone asks.

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Store reconciliations

Matching transactions across dozens of stores by hand. We automate the matching and surface only the exceptions that actually need human attention.

Period close automation

The manual steps every close — data pulls, checks, formatting, distribution. Compressed from days to minutes, running the same way every time.

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Exception flagging

Instead of checking everything manually, automated checks flag only what's outside tolerance. Your team looks at problems, not at data that's fine.

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Data consolidation

Multiple systems, multiple spreadsheets, one person who knows how it fits together. We replace that fragility with a single clean automated output.

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Finance dashboards

Live views of KPIs that update automatically rather than being assembled by hand before every meeting. Always current, never late.

Not a software vendor. Not a generic IT consultant.

We're finance people who can build. That combination is rarer than it sounds, and it changes what's possible.

We've done this work ourselves at scale

This isn't theory. We've run these processes inside large retail finance teams. We know what a period close actually looks like.

You own everything we build

No black box, no platform dependency. The code, the logic, the process — all yours. You can run it, change it, or hand it to someone else.

Fixed price, clearly scoped

We agree exactly what gets built before we start. No scope creep, no surprise costs, no open-ended engagement.

No retainer required

We build, hand over, and leave if that's what you want. Ongoing support is available but never baked in as a requirement.

We understand finance data, not just code

We know what a reconciliation is, what matters in a management pack, and where the real risk in a close process lives.

Every period close is a fire drill that doesn't have to be one.

When your finance team spends their time on data entry and copy-paste, they're not doing the work they were hired to do. The hours add up fast.

6+ hrs
Saved per week Already running at a retail operation with 400+ stores. Recurring tasks that used to eat the week, fully automated.
~0
Manual errors Copy-paste mistakes and formula drift disappear when the process runs the same way every time.
100%
Team on real work Analysts and controllers doing analysis and decisions — not spending Sunday evening preparing Monday's report.

The companies automating their finance processes now are building an advantage their competitors will spend years trying to catch up to. The tools aren't complicated — the decision to start is.

See if we can help.

Free 30-minute process review. No pitch, no proposal deck, no obligation. Just an honest conversation about what you're dealing with and whether it's something we can fix.

We take on a limited number of projects per quarter to keep quality high — currently reviewing Q3 availability.

We'll respond within one business day.