Finance administration
Invoice administration
Get incoming invoices organised and ready for the right checks.
Explore this servicePlanned for 2027
Finance administration
Records for your accountant
Make the handover to your accountant less of a monthly scramble.
Planned for 2027. You can explore the proposed service or join the launch list.
THE WORK WE CAN TAKE ON
What this service covers
- Agree the documents and format your accountant needs.
- Organise receipts, invoices and supporting records.
- Maintain a list of missing or unclear items.
- Prepare a regular handover with outstanding questions.
ILLUSTRATIVE WORKFLOW · NOT A CLIENT CASE STUDY
A practical example
A business needs a complete set of monthly purchase documents.
Documents are collected and checked against the agreed list.
Missing receipts are requested from the relevant person.
The organised pack and unresolved questions go to the accountant for their review.
A more orderly handover and fewer repeated document requests.
CLEAR RESPONSIBILITIES
What we agree first
Financial statements, reconciliations, statutory filings and professional advice are outside this administrative scope unless separately arranged with a qualified provider.
Your proposal identifies who does the work, what needs your approval and how exceptions are handled. Specialist services are not automatically included in an Office plan’s allowance.
CONNECTED SERVICES
Useful alongside this
Finance administration
Payment reminder administration
Follow up outstanding invoices using a consistent, agreed process.
Explore this servicePlanned for 2027
START WITH ONE USEFUL CHANGE
Tell us what keeps taking your time.
This service is planned for 2027. Join the launch list to hear when it becomes available. Website projects are open now.