Financial close & reporting
Month-end and management reporting assembled from multiple sources, so close cycles run on a repeatable workflow instead of a chain of manual spreadsheets.
Process Automation
Rebuild manual work as maintainable Alteryx workflows.
For operations, finance and analytics teams running heavy manual processes in Excel that need to scale, become auditable, and stop depending on one person. Six recurring processes we automate, four ways to work with us.
Alteryx Designer at the core, extended with Python where it earns its place. Two founders, both Alteryx ACEs, run every project hands-on. You always know who is building and who to call.
Premier Services PartnerCertified by Alteryx, one of five worldwide
How do you want to work?Each mode is a standalone option
What we automate
The recurring work that eats your team's time
The processes we are asked to automate cluster around a handful of patterns. Each one becomes a reusable, governed Alteryx workflow you can schedule and rerun, instead of a manual routine that depends on one person.
Reconciliations
Matching across systems, ledgers and files, with exceptions flagged and routed for review instead of hunted down by hand.
Regulatory & tax filings
Recurring filings prepared, validated and generated in the format each authority requires, on a fixed monthly or quarterly cadence.
Invoice & document processing
High-volume invoice and document data parsed, validated and loaded, with checks that catch errors before they reach downstream systems.
Operational reporting
Recurring operational and KPI reports refreshed automatically and scheduled on Alteryx Server, so the same numbers reach everyone on time.
Data preparation & blending
Cleansing, transformation and joins across data sources, defined once as a reusable workflow with consistent schemas and field naming.
How we work with you
Where each mode fits
Four ways to work with us, each a standalone option. Pick a scoped build for a well-defined process, embedded capacity or pre-paid hours for ongoing delivery, or an independent audit for a critical workflow nobody owns. Mix them as your needs change.
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Workflow Development
ProjectA scoped, project-based delivery of a finished workflow.
Tasks defined upfront, milestones agreed in writing, typically 2 to 12 weeks. Includes technical and operational documentation, an internal owner training session, and a 30-day stabilisation window after handover. Optional success-fee model where part of the fee is tied to a measurable outcome.
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FTE for Rent
EmbeddedA named consultant embedded in your team at 0.5 or 1.0 FTE.
Joins your standups, sprints and tooling to support automation and workflow scaling. Three-month minimum, typically 6 to 12+ months, around two weeks onboarding to full productivity. Extra capacity inside your team, without opening a position.
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Bucket of Hours
On-demandPre-paid senior Alteryx hours your team pulls on demand.
Buckets of 8, 24, 48 or 64 hours valid for six months, most teams start with 24. Response typically within one business day. Used most for architecture decisions, complex macro design and pre-production reviews.
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Workflow Audit
AuditIndependent review of a business-critical workflow nobody owns end to end.
Review of workflow logic, data flows, transformations and validation; risk identification for single points of failure, unhandled exceptions and missing audit trail; dependency documentation and practical recommendations for stabilisation or further development.
How every engagement is delivered.
Maintainable by designDocumentation, owner training and a 30-day stabilisation window on every scoped build.
Senior review built inA Data Pal ACE or principal signs off before anything reaches production.
Broad source coverageSAP, Oracle, Dynamics, Snowflake, SQL Server and more, via native connectors and Python.
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Start with a free consultation.
Tell us what you are working on. We will tell you whether we can help, or recommend what to do, which technology to consider, and what questions to ask before you commit.