Finance clarity, automation, and control for growing teams.

Chez Solutions helps SMEs and finance teams clean up month-end close, strengthen controls, and build finance automation — so reporting is faster, cleaner, and easier to trust.

Reporting & controls FP&A / budgeting Cash flow visibility Finance AI & automation
Book a Finance Automation Diagnostic View Finance AI Lab
Finance
Monthly close, IFRS-ready reporting, reconciliations, controls, and audit support.
Systems
ERP support, workflow clean-up, automation, and audit-ready evidence packs.
Data
Validated datasets, dashboards, KPI design, and exception reports leadership can act on.
What you get
Practical consulting with a sharp focus on measurable impact: better accuracy, cleaner month-end, and decision-ready reporting.
Fast, clean reporting
P&L, Balance Sheet and Cash Flow packs with commentary + actions.
Cash flow control
13-week cash forecasting, working capital fixes, and payment discipline.
Data visibility
KPI dashboards that make performance obvious, weekly and monthly.
🇬🇧 UK  •  🇹🇿 Tanzania  •  Remote
Swahili support available (msaada wa Kiswahili unapatikana).
Why Chez Solutions

Senior finance expertise, accelerated by purpose-built tooling.

Most finance consultants bring experience. We bring experience and automation — purpose-built tools designed to work with your existing systems. That means faster delivery, fewer errors, and insights your team can act on the same week.

⚡
Faster close, every month
Automated reconciliation, intercompany matching, and close-gating tools cut manual effort and compress your month-end timeline.
🎯
Decisions, not just reports
Every deliverable is built to answer a question leadership actually has — not just to satisfy a compliance checklist.
🔧
Works with your systems
Our tooling is designed to connect to your existing ERP and data stack — not replace it. No rip-and-replace, no disruption.
"We deliver more in less time because we build automation where it saves you money." — Chez Solutions
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Finance AI Lab

A curated proof-of-work hub, not a list of random repos.

The Finance AI Lab is structured around real repositories first, then practical finance use cases. That keeps the portfolio honest and easy to understand: the core builds are public on GitHub, while VAT/EFD controls, intercompany reconciliation, audit evidence packs, dashboards, bank reconciliation, and month-end gating are shown as use cases supported by the Finance AI Pack.

View Finance AI Lab →
Flagship data build
Finance ETL Pipeline — Monthly Close Dataset
Production-grade Python pipeline that turns raw ERP CSVs into validated Parquet, BI-ready star schema outputs, data quality exceptions, KPI summaries, and an interactive HTML dashboard.
Repo: Finance-ETL-Pipeline-Monthly-Close-Dataset
Core finance toolkit
Finance AI Pack
Odoo-first finance automation pack for bank reconciliation, VAT pack support, ledger checks, reporting outputs, exception registers, and month-end close gating.
Supports: VAT/EFD, intercompany/ledger recon, audit packs, dashboards, and close controls.
AI systems layer
FinOps MCP Server
Finance operations MCP server for connecting finance workflows, ERP data, reporting controls, reconciliations, and AI-assisted analysis through a structured tool layer.
Best for: AI finance tooling, controlled data access, and finance workflow automation.
ERP / AI bridge
Odoo 19 MCP Server
Odoo-focused server project exploring how finance systems can interact with AI tooling and external workflows through structured, controlled access to ERP data.
Best for: Odoo users, ERP partners, and AI-assisted finance operations.
Finance AI Pack use cases
Controls, Reconciliations & Evidence
Practical use cases grouped under Finance AI Pack: VAT / EFD / TRA control monitor, intercompany and ledger reconciliation, audit evidence pack generator, bank reconciliation, and month-end gating.
This is where finance judgment meets repeatable automation.
Reporting layer
Finance Dashboards & KPI Pack
Dashboard and KPI use case for turning close outputs, exceptions, reconciliations, and operational finance data into decision-ready reporting, board packs, and performance commentary.
Shown as a use case inside Finance AI Pack rather than a standalone repo.
The structure is deliberate: real repos first, finance use cases second.
This makes the portfolio cleaner for founders, CFOs, hiring teams, and technical reviewers. They can inspect the public repositories, then see how those builds apply to real finance problems: close faster, reconcile cleaner, detect exceptions earlier, and create a stronger evidence trail.
Open Finance AI Lab View Finance AI Pack
Built by Zahidah C. Murira
Senior finance leader · Finance automation builder · CMA & CGBA
Chez Solutions is led by finance experience first, then strengthened by automation. Zahidah brings 17+ years across multi-entity reporting, audit, tax, treasury, ERP migration, inventory costing, and operational finance. The tools we build are shaped by real finance problems: messy month-end close, intercompany mismatches, VAT/EFD exposure, ERP data quality gaps, and audit evidence pressure.

Services

📊
Management reporting & FP&A
Budgets, forecasts, variance analysis, and executive reporting that drives decisions.
🧾
Accounting operations & controls
Month-end close, reconciliations, intercompany, tax/VAT/WHT basics, and control frameworks.
⚙️
Process, systems & automation
Workflow clean-up, ERP support, finance automation, and data structure design.
📈
Dashboards & analytics
Performance tracking dashboards, KPI trees, and insights that link operations to profit.
Client result
Multi-entity reconciliation: from weeks of work to days
✓ Delivered
The situation
A 5-entity group was running intercompany reconciliation manually — matching transactions across entities by hand, with no automated checks on GL mismatches or internal transfer failures. Month-end close was running into weeks.
What we did
Built automated reconciliation tooling that matched intercompany transactions across all 5 entities, flagged GL mismatches and internal transfer failures in real time, and produced a clean exception report for sign-off.
How we did it
Purpose-built automation connected directly to the existing ERP — no migration, no new software licences. The team kept their existing workflow; the tooling handled the matching and exception detection automatically.
5
Entities reconciled
500+
Transactions processed
Days
Close time (was: weeks)
"The intercompany rec used to be the most painful part of month-end. The automation caught mismatches we'd been missing for months and gave us a clean close in a fraction of the time." — Finance Manager, multi-entity group

How we work

1
Discovery
We review your current reports, pain points, and data flow (1–2 sessions).
2
Fix & simplify
We clean up the process, tighten controls, and deliver clear reporting templates.
3
Build visibility
Dashboards + KPIs so leadership sees performance early and acts faster.
4
Maintain & scale
Light support retainers available for ongoing close, reporting, and continuous improvement.
Lead offer

Finance Automation Diagnostic

A focused review for SMEs and finance teams that know something is too manual, too slow, or too risky — but need a clear way to prioritise what to fix first.

We look at your month-end close, reconciliations, ERP reports, data quality issues, VAT/EFD controls, dashboards, and manual spreadsheet workflows. You get a practical action plan showing what can be automated, what should be controlled better, and what is worth fixing first.

  • Review of current finance workflow, reports, reconciliations, and close pain points.
  • Identification of automation opportunities across ERP exports, spreadsheets, dashboards, and exception reports.
  • Risk view on control gaps: VAT/EFD, audit evidence, intercompany, data quality, and reporting consistency.
  • Short written action plan with quick wins, medium-term fixes, and recommended next steps.
Book the diagnostic See proof of work
£300 fixed-fee starting offer
Designed as a low-friction first step before a project or monthly retainer. Pricing can be adjusted for larger or more complex groups after scoping.
Best fit: finance teams dealing with slow close, messy spreadsheets, ERP reporting gaps, unreconciled balances, VAT/EFD exposure, intercompany mismatches, or dashboards that do not tie back to the numbers.
Output: a clear finance automation roadmap — what to fix, what to automate, what to control, and what can wait.

Contact

Send a message about the finance problem you want to solve — reporting, close, reconciliations, ERP data, VAT controls, or automation.

Start with a £300 Finance Automation Diagnostic, then scale into project or retainer support.
Typical implementation or advisory retainers start from £1,500/month depending on scope, systems, and reporting complexity.
info@chezsolutions.co.uk
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