Software Health Checks

Our software health check is designed to help your business get the most out of your financial systems. We take the time to understand your current setup, how your team uses the software day-to-day, and where inefficiencies or missed opportunities might lie.

Software Health check graphic

Common issues we identify:

  • Manual data entry, which slows down operations
  • Poor integration between the accounting software and apps
  • Outdated workflows that don’t take advantage of automation
  • Incorrect or inconsistent coding of transactions
  • Limited reporting capabilities that hinder decision-making
  • Lack of staff training or confidence in using the system effectively

Following the health check, we provide a custom report to give you a clear roadmap on optimising your accounting setup, which will help you save time, reduce errors and make smarter financial decisions.

Our bespoke report includes:

  • A findings summary outlining how well your software aligns with your business needs
  • Key issues and inefficiencies
  • How your team interacts with the system
  • Recommendations where support or training may be needed
  • Suggested app integrations to ensure optimisation for automation and reporting
  • Internal Process recommendations

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