Manual data entry, spreadsheet-based commissions, invoices raised line by line — if this sounds familiar, the problem is not your team. It is the systems around them.
Book a Free 30-Minute Scoping Call →Does This Sound Familiar?
Most growing businesses reach a point where the finance function has not kept up with the business. If four or more of these describe your situation, you are in the right place.
Someone on the finance team types supplier invoices in by hand — one by one — when OCR software could read and categorise them automatically.
Every pay run involves a custom spreadsheet with formulas, manual data pulls, and at least one person who fully understands how it works. That person is indispensable.
Billing is a manual process that happens when someone has time — not immediately when work is done. Delays in invoicing directly delay cash collection.
Bank reconciliation happens at month end rather than daily. Every month, the same few stressful days of catching up, correcting errors, and chasing missing information.
When that person is on holiday or off sick, the finance function either stops or relies on everyone else scrambling. The process is one resignation away from a crisis.
How Fintelwise Works
We do not sell software. We implement the right combination of tools inside your existing Xero or QuickBooks environment — and we make sure it actually works before we hand it over.
A paid Discovery Session where we map exactly what is broken, what needs changing, and what it will cost. You get a written document — yours permanently, whether you proceed with us or not.
We select the right tools for your specific situation — not the most expensive, not the most complex. A fixed-price proposal with no surprises and a clear delivery timeline.
We build and configure everything inside your Xero or QuickBooks environment, train your team, and hand over a system that runs properly. Then we step back.
Real Result
A government subcontracting business had a finance team of two people spending their entire working week manually entering thousands of invoice lines from employee timesheets into Xero. We built a Power Query automation that transformed their workforce management export directly into Xero's invoice import format. What took 5 full days every week now takes minutes.
The Discovery Session
Before any implementation begins, we produce a written Finance Systems Audit that defines exactly what will be changed, what it will cost, and what it will not include. You own the document permanently.
45-min session + written summary. One specific problem, one clear solution. Best for single tool setups.
90-min session + 4–6 page Finance Systems Audit. Multiple issues or one moderately complex implementation.
Two sessions + 10–15 page Finance Transformation document. Full overhauls, migrations, multi-entity.
The document is yours regardless of what you decide next. If you proceed with Fintelwise, the full Discovery fee is credited against your implementation cost. If you do not — you still walk away knowing exactly what needs fixing and what it will cost.
Get Started
Book a free 30-minute scoping call. We will ask about your current finance processes, identify where the manual work is concentrated, and give you an honest view of what a solution looks like and what it costs.