Workflows

The work we take off you

We take on one workflow at a time, and only ones we can run to a standard we will write down in advance. If yours is not here, it is worth a conversation — but these are where we are strongest.

Subcontractor onboarding and CIS verification

Commercial or finance lead in construction and trades

Verifying a new subcontractor, chasing their paperwork, and keeping the file current — without it landing on one person's desk.

What we run, and what we measure

Client onboarding and AML checks

Practice manager or MLRO in accountancy and professional services

Taking a new client from first contact to a complete, defensible due-diligence file.

What we run, and what we measure

Credit control and debtor chasing

Finance lead or financial controller

Chasing what you are owed, consistently, without it becoming somebody's whole week.

What we run, and what we measure

Document intake, classification and routing

Operations lead in any document-heavy back office

The shared mailbox that receives everything and is somebody's job to sort every morning.

What we run, and what we measure

Some workflows we turn down, and it is usually about access rather than difficulty: if the system of record has no API and no export, nobody can automate it honestly — including us. We will tell you that in the first call rather than in week three.