Industry
Finance & Accounting
Secure platforms and dashboards built for your compliance sign-off.
Accountancy practices and finance teams handle other people's money and other people's data, and both come with rules attached. The work is precise; the client-facing side rarely is — chasing records over email, sharing statements as attachments, explaining a fee for the fourth time. We build the site that wins the right clients and the secure portal where documents, approvals and deadlines live with a record of who did what.
The problems we keep meeting in Finance & Accounting
Records arrive by email attachment
Clients send bank statements and invoices as attachments from personal inboxes, so sensitive figures sit in mail archives nobody controls or can later delete.
Encrypted client upload portal
Clients upload records straight into a permissioned vault with virus scanning and retention rules, so financial data never travels as an unmanaged email attachment.
Chasing the same documents monthly
Every filing period starts with the same round of reminders, and staff cannot tell at a glance which client still owes which record.
Automated records chasing
The portal tracks what each client owes for the period and sends personalised reminders on a schedule, leaving your team a single outstanding-items view.
No trace of who approved what
Approvals happen in phone calls and reply-all threads, so when a figure is questioned months later nobody can show when it was signed off.
Signed-off approval trails
Every approval is captured with the user, timestamp and exact version approved, so the answer to 'who agreed this' is one click away.
Fee structures confuse prospects
Pricing pages stop at 'contact us', so enquiries arrive from sole traders wanting a one-off return and from groups needing full outsourced finance, undifferentiated.
Service tiers priced in public
We publish clear service tiers with what each one includes, then route enquiries through a qualifying form so calls start with the scope already understood.
Reporting lives in spreadsheets
Management accounts are rebuilt by hand each month in a workbook only one person understands, and it breaks whenever a client changes their chart of accounts.
Live client dashboards
Reporting is built once against your ledger data and refreshed automatically, so clients see cash position and upcoming deadlines without anyone rebuilding a workbook.
What we build for Finance & Accounting
Encrypted document exchange portal
Client onboarding and AML intake flow
Automated records request reminders
Approval trail with audit logging
Live management reporting dashboards
Fee calculator and enquiry routing
What changes
- Client records arrive through one controlled channel instead of a dozen personal inboxes.
- Staff spend filing season on the work rather than on chasing missing paperwork.
- Questions about approvals and versions are answered from the record, not from memory.
- Enquiries arrive matched to a service tier, so quoting takes minutes.
Built with
Services we bring to this sector
Finance & Accounting questions
Let’s plan your next project.
Tell us what you need to build or improve. We’ll discuss the scope, timing, and next steps so you can decide whether we’re the right fit.
Free consultation · No obligation · We usually reply within a few hours