Reporting agent
Know where you stand, without asking anyone to build a report.
The reporting agent turns your closed books into management accounts and answers questions about your numbers in plain English.
What it does
01
Prepares management accounts after each close.
02
Reports your cash position and what is due in and out.
03
Compares results with last year and with budget.
04
Answers questions about your numbers, with the figures behind the answer.
You decide
What goes in the pack and who receives it.
A person checks
Our accountants review the management accounts before they go out.
How we bring it in
Nothing changes until the agent gets it right.
01
We learn how you work now
One round of questions and a call. We write down every job, who does it today and which systems it touches.
02
We connect, read-only
The agents read your bank, ledger and tools. They change nothing yet.
03
A parallel run
The agent does the job next to whoever does it today, for one or two cycles. We compare the results line by line. Nothing it does goes out.
04
Switch on, one agent at a time
Only when the results match, and only when you say so. The rest of your process stays as it is.
05
Our accountants stay on it
A named accountant checks the work and answers to you. If something looks wrong, a person looks at it.
Questions.
How often do I get reports?
After every close, and whenever you ask a question.
Is it for investors too?
It prepares the numbers. Accounts that investors or banks rely on are signed off by our accountants first.
The rest of the team
Start with the reporting agent.
A free call. Tell us your companies and how this job is done today.
Talk to us