Chapter 1The problem
Finance work arrived in pieces.
In the businesses we work with, a month of finance work used to look like this. Receipts arrived as photos in a WhatsApp group. Invoices sat in an email inbox. The bank statement was a PDF someone downloaded at month-end.
Before a single journal could be posted, someone had to collect all of it, type it into a spreadsheet and chase whatever was missing. The close slid into the next month, the tax return was put together close to the deadline, and the owner learned how the month went long after it had ended.
Receipt photos in a group chat
Invoices in an inbox
- Bank statements as PDFs
One spreadsheet everyone typed into

