Automating a poorly controlled process just speeds up its errors. The engagement supports the set-up or optimisation of management tools and accounting workflows with controls built in from the design stage: access rights, approvals, audit trail.
What the engagement covers
Tool selection and configuration
Help choosing a management tool suited to the organisation's size; configuration of the chart of accounts, journals and access rights.
Accounting workflows
Automation of flows, from purchase request to payment and from invoice to collection, with built-in approval points.
Data migration and reliability
Cleansing of existing databases, balance take-on and consistency checks before switchover.
Operation and reporting
Configuration of outputs to feed management reporting directly, with no manual reprocessing.
Approach
The same sequence on every engagement, from scoping to delivery.
- 1 · Scoping
- Engagement letter, confidentiality agreement, functional scope and roll-out timeline.
- 2 · Design
- Description of target flows with their controls; access and approval rules written before any configuration.
- 3 · Roll-out
- Configuration, data take-on, tests on real cases and corrections, working with the vendor or integrator where relevant.
- 4 · Handover
- User training, written operating guides and a support period agreed in the proposal.
Typical deliverables
Dated, sourced documents, ready to use: for management, the board or the auditor.
Configuration file
Structural choices (chart of accounts, journals, analytical axes, access rights), documented and justified.
Workflow descriptions
Each automated flow with its control points and approval thresholds.
Migration report
The consistency checks performed at switchover, dated and signed.
User operating guides
Step-by-step instructions per profile, so the tool survives team turnover.
Every engagement is framed by an engagement letter and a confidentiality agreement. Scope, timeline and deliverables are set before work starts; duration depends on the agreed scope and is stated in the proposal. This work is organisational and internal-control consulting; it does not include auditing, certification of accounts or statutory audit.
A first conversation, with no obligation.
In English or in French. Acknowledgement of receipt within 24 business hours.