DIAGNOSTIC
£950
2 days
We audit one finance workflow and quantify the savings.
- Process map
- Quantified savings estimate
- Recommended automation plan
Power Platform and Fabric automation, built in 10 days, payback inside 90.
That works at five staff. It breaks at twenty-five. Month-end takes a week instead of a day, partners stay late, errors creep in, and the senior hours that should be spent on advisory work disappear into reconciliations. The cost adds up faster than most firms realise — typically £15,000 to £30,000 a year in loaded labour, on a single workflow.
DIAGNOSTIC
£950
2 days
We audit one finance workflow and quantify the savings.
BUILD
£3,500
10 days
We implement the automation end-to-end.
RETAIN
£950/month
6-month minimum
We optimise, extend, and maintain your system as your firm grows.
A 30-minute scoping call
Figure out whether there's a real problem to solve.
A two-day Diagnostic
Audit your highest-cost workflow and deliver a written plan.
A ten-day Build
Implement the automation. We don't change your software stack — Xero, Sage, IRIS, CCH all stay. We add the layer that makes them talk.
A six-month retainer (optional)
Your system gets better every month, not worse.
Closeworks is built by David Shumba. Background in finance data and Microsoft Fabric pipelines at a major UK automotive manufacturer, working with SAP FICA reconciliations at production scale. Closeworks brings the same engineering discipline to UK accountancy firms that have outgrown Excel but can't justify a six-figure consultancy.