Financial
Automation

The problem

Six manual input points.
Hundreds of entries.
Every single month.

Trial balances pulled from Sage for four entities. Typed into spreadsheets. Sales and cost transactions keyed one by one. Intercompany eliminations worked out by hand. Then consolidated.

The dashed boxes are the bottleneck. Everything else already works.

Phase 1

Automate the pull

• Connect directly to Sage for all four entities
• Pull trial balances and transactions automatically
• Data lands in the existing spreadsheets — nothing changes for the team
• Intercompany transactions flagged and pre-filled automatically

Phase 2

Live dashboard

• finance.tandw.dev — password protected
• Consolidated P&L, entity breakdowns, revenue by stream
• Gross profit trends, EBITDA, balance sheet summaries
• Always current. No more emailing spreadsheets.

Phase 3

Central financial hub

• All financial data in one place
• Every transaction, every entity — historical and going forward
• Trend analysis across years. Project-level profitability. Client value.
• Foundation for automated invoicing (Phase 4+)

To get started

Three things.

Timeline

Four weeks to live.

Ready when you are.