Systems & Automation Consultancy
Finance systems and automation support for better bookkeeping workflows.
Systems and automation support for businesses that want less manual admin, cleaner workflows and better connected finance tools. We review your accounting software, apps and processes, then recommend practical improvements.
Manual admin reduces and finance workflows become easier to manage.
Service overview
Practical systems support for better finance processes.
Cloud accounting software is powerful, but only when the surrounding process is set up properly. Many businesses use Xero, QuickBooks, Sage, FreeAgent, Dext, Pleo, Float, GoCardless or other apps without a clear workflow connecting everything together.
We review the current finance process, identify manual work and recommend practical improvements. This can include receipt capture, approval processes, payment workflows, reporting setup, app integrations and internal bookkeeping routines.
The aim is to reduce avoidable admin, improve control and make the bookkeeping process easier to run each month.
Software alone does not fix a weak finance process.
Many businesses add apps but still rely on manual work, unclear responsibilities and inconsistent records. A proper systems review helps make sure the tools support the process rather than creating more confusion.
Too many apps create confusion
Apps need a clear purpose, owner and workflow.
Manual entry wastes time
Repeated data entry increases admin and the chance of errors.
Receipts go missing
Without a capture process, bills and receipts are easily lost.
Approvals need structure
Spending controls and authorisation processes should be clear.
Reports need clean setup
Poor categories, tracking or coding can weaken reporting.
Teams need consistency
Processes should be documented so work is not dependent on one person.
Systems review, app recommendations and workflow improvement.
We focus on practical improvements that make bookkeeping, reporting and finance admin easier to manage.
A practical process for improving your finance workflow.
Who Systems & Automation Consultancy is for.
Packages designed around your business
Questions
Frequently asked questions
Can you recommend accounting software?
Yes. We can review your needs and recommend suitable options such as Xero, QuickBooks, Sage or FreeAgent.
Can you help with Dext, Pleo, Float or GoCardless?
Yes. We can support setup and workflow improvements for apps including Dext, Pleo, Float and GoCardless.
Do you build custom software?
No. We do not build custom software, but we can help improve how existing finance systems and apps are used.
Can you help reduce manual admin?
Yes. We can review current processes and recommend ways to reduce repeated manual work.
Can you help with receipt capture?
Yes. We can recommend and support receipt capture workflows using tools such as Dext or software features.
Can you help with approval processes?
Yes. We can review supplier bill, expense and spending approval workflows.
Can you migrate accounting software?
We can support bookkeeping process changes and software transitions, depending on the scope and data involved.
Will automation remove the need for review?
No. Automation helps reduce admin, but finance records still need review and controls.
Do you make payments on behalf of clients?
No. We do not make payments on behalf of clients. We can help with payment workflows and reporting, but clients remain responsible for approving and making payments.
Get started
Automate the boring stuff
Book a 30-minute call. We’ll talk through your current process and identify the biggest automation wins.
Client reviews
What our clients say
★★★★★
Mike had been a fantastic help by helping us to input data into Quickbooks and create an accounting system to give me more control and visibility of receipts and invoices. This makes managing our business much easier. He is very patient and really good and taking care of the detail required for good bookkeeping. We catch up regularly via Teams and I feel he is always there if I need help. I have recommended him to several of my colleagues.
★★★★★
We’ve been using Better Bookkeeping for our accounting needs, and the service has been exceptional from start to finish. Their team is professional, reliable, and always willing to go the extra mile to ensure everything is accurate and up-to-date. As a business owner, having peace of mind when it comes to finances is invaluable, and Better Bookkeeping delivers just that. They are incredibly organized, approachable, and quick to respond to any queries. I highly recommend them to anyone looking for a top-quality bookkeeping and accounting service. Five stars all the way!
