Finance
FP&A, reporting, close, treasury, tax. Narrative and process sessions that save time and reduce errors.
What We Help Solve
Key challenges we help finance teams solve.
Manual reporting and variance commentary
Month-end close and reconciliation bottlenecks
Tax and audit documentation
Turning data into narrative for leadership
Repetitive commentary and deck updates
Explore Modules
- Core communication & productivity
- FP&A & planning
- Reporting & variance
- Close & reconciliations
- Treasury & cash
- Tax & compliance
Module: Core communication & productivity
| Sessions | What we teach |
|---|---|
| Finding answers across tools | Getting answers from policies, docs, and systems using natural language; citations and source links; when to escalate. |
| Data to narrative & reports | Turning metrics and spreadsheets into narrative summaries and slide-ready messages; trends, variances, and recommended follow-ups. |
Module: FP&A & planning
| Sessions | What we teach |
|---|---|
| Budgeting, forecasting & scenario modeling | Normalising departmental inputs into a common model; generating alternative scenarios with clear variance explanations; drafting management commentary for forecast packs. |
Module: Reporting & variance
| Sessions | What we teach |
|---|---|
| Monthly management reporting & variance analysis | Ingesting trial balances and KPI tables; generating narrative variance analysis with drivers, charts, and talking points tailored for C-suite and function heads. |
Module: Close & reconciliations
| Sessions | What we teach |
|---|---|
| Month-end close & account reconciliations | Monitoring close tasks and bottlenecks; using rules and anomaly detection on postings to flag unusual items; drafting reconciliation narratives for audit. |
Module: Treasury & cash
| Sessions | What we teach |
|---|---|
| Cash positioning, forecasts & covenant tracking | Consolidating bank and ERP data into standardised, narrative views; reading loan agreements to extract covenants; monitoring metrics vs limits and flagging breaches. |
Module: Tax & compliance
| Sessions | What we teach |
|---|---|
| Tax data preparation & documentation | Automating extraction, mapping, and sanity-checking of tax-relevant data; drafting narrative explanations and documentation for advisors and auditors. |
| Policy, controls & audit support | Drafting and updating policy/control documentation from existing examples; finding supporting documents for PBC lists and drafting evidence-based responses. |
Ready to reduce repetitive work?
Pilot programme: we're working with a small number of teams to refine our sessions. Book a Discovery Call to see if we're a fit.