Month-end close
Close calendar, bottlenecks, late inputs, review discipline, and reporting quality.
Finance automation · Controls · Reporting
Find out what is slowing your finance function down.
The Finance Diagnostic is a focused review for teams that know reporting is too manual, too slow, or too risky — and need a clear, practical way to prioritise what to fix first.
Works across Odoo · Xero · QuickBooks · Sage · Tally · Excel / CSV · Bank statements · UK & international remote teams
What we review
Reconciliations
Bank, AR, AP, intercompany, inventory, tax/VAT, and key balance sheet accounts.
Automation opportunities
Where spreadsheets, ERP exports, dashboards, and recurring reports can be standardised.
Control risks
Evidence gaps, weak approvals, tax/VAT exposure, data-quality issues, and unresolved balances.
What you receive
Finance health score
A practical summary of the current maturity level.
Risk and opportunity map
What is urgent, what matters commercially, and what can wait.
30/60/90-day action plan
A clear roadmap for quick wins, process fixes, and automation opportunities.
Project or retainer recommendation
The next best step if support is needed.
Diagnostic deliverable
60–90 minute remote session
A focused working session to understand your reporting process, close timeline, reconciliations, controls, and system pain points.
Written findings summary
A clear summary of finance bottlenecks, control gaps, missing evidence, data-quality issues, and practical automation opportunities.
30/60/90-day action plan
A prioritised roadmap showing quick wins, control fixes, reporting improvements, and where implementation support may be useful.
Start with the pain, then automate what is worth automating.
Chez Solutions helps you identify the finance bottlenecks that matter, then turns them into cleaner workflows, stronger controls, better reports, and practical automation.
Start a conversation → View sample Finance Health Check