Finance Process Audit & Automation
Budget: £250 – £750 GBP
I’m planning a thorough review of our finance operations so we can cut repetitive manual work, tighten controls, and boost reporting quality. The areas in scope are bookkeeping, management reporting, and tax-compliance activities. Right now everything runs through a single accounting-software stack, but too many tasks still live in spreadsheets or rely on ad-hoc checks.
Here’s what I need:
• Diagnose current workflows in the accounting platform, mapping every touch point for bookkeeping, reporting, and tax filings.
• Benchmark existing controls, then design stronger preventive and detective checks that can live inside the system rather than in side files.
• Recommend and, where possible, prototype automations that eliminate manual data entry, improve data integrity, and feed richer dashboards.
• Outline a migration and data-validation plan so the improvements roll out smoothly without compromising historical numbers.
Acceptance criteria
• Clear process maps with pain points flagged.
• A control-gap report and an automation roadmap that directly reference reduced effort, cleaner data, and better reporting.
• Tested scripts, APIs, or native tool configurations demonstrating at least one of the proposed automations.
• A concise handover document so internal staff can maintain the new setup.
You’ll be free to suggest best-fit solutions—advanced features in our current accounting software, add-on apps, or lightweight RPA—so long as they align with the goals above and can be justified by measurable time or accuracy gains.
Here’s what I need:
• Diagnose current workflows in the accounting platform, mapping every touch point for bookkeeping, reporting, and tax filings.
• Benchmark existing controls, then design stronger preventive and detective checks that can live inside the system rather than in side files.
• Recommend and, where possible, prototype automations that eliminate manual data entry, improve data integrity, and feed richer dashboards.
• Outline a migration and data-validation plan so the improvements roll out smoothly without compromising historical numbers.
Acceptance criteria
• Clear process maps with pain points flagged.
• A control-gap report and an automation roadmap that directly reference reduced effort, cleaner data, and better reporting.
• Tested scripts, APIs, or native tool configurations demonstrating at least one of the proposed automations.
• A concise handover document so internal staff can maintain the new setup.
You’ll be free to suggest best-fit solutions—advanced features in our current accounting software, add-on apps, or lightweight RPA—so long as they align with the goals above and can be justified by measurable time or accuracy gains.