Projects & Case Studies
Real projects, real results. A selection of the work we have delivered directly for in-house tax and finance teams — without the complexity of a larger firm.
Organisations we have worked with include
ONESOURCE & Tax Automation
End-to-end implementation, enhancement, and automation projects for group tax and compliance teams.
4-Week Reporting Process Automated
Tax reporting preparation was taking the tax team four weeks to complete every period — a significant manual effort with limited capacity for analysis.
Enhanced the existing ONESOURCE Corporate Tax implementation and added two Alteryx workflows with API integrations, automating both data extraction for group reporting and statutory reporting tax disclosure preparation.
Weeks of manual effort eliminated. Improved accuracy, a simplified audit process, and time freed for the team to focus on tax position analysis and value-adding work.
Compliance Automation & Key Person Risk Eliminated
Indirect tax compliance was time-consuming and exposed the team to significant key person risk — too much of the process lived in one person's head.
Built Alteryx workflows to automate repetitive, formulaic compliance tasks, creating a documented, repeatable process the whole team could run and maintain.
Reduced errors, accelerated reporting, and capacity freed for more strategic work. The team adopted the workflows as templates for wider automation. The Head of Tax said the project "surpassed all their expectations."
Compliance Brought In-House with ONESOURCE
A group needed to bring its tax compliance in-house and add more rigour and consistency to Group Tax Reporting, moving away from manual, ad hoc processes.
Implemented ONESOURCE Corporate Tax and ONESOURCE Tax Provision together, introducing templated processes that improved accuracy and efficiency across both compliance and reporting.
Faster delivery and greater confidence in outputs. The team can now deliver results independently. We are exploring integration of the two solutions to unlock further efficiencies.
Digital Statutory Reporting
Moving finance teams from Word and Excel to a streamlined, template-driven process — across multiple countries and GAAPs.
Global Statutory Reporting Transformation
Finance teams were preparing statutory accounts in Word and Excel — time-consuming, error-prone, and inconsistent across entities. With the April 2028 Companies House digital filing changes approaching, many needed to accelerate the move to a structured solution.
Implemented ONESOURCE Statutory Reporting across multiple organisations spanning multiple countries and GAAPs. For larger groups, we also deployed our pre-built Alteryx workflow to automate financial data loading — a capability we believe is unique in the industry.
First drafts of financial statements produced in minutes. Consistent format across all entities, reduced errors, simplified audit, and a scalable foundation for growth — with digital compliance built in ahead of the 2028 deadline.
Robotic Process Automation
Using UiPath to remove repetitive manual work, improve data quality, and build reliable, repeatable processes across finance and operations.
CRM Data Validation Automated
Sales teams move quickly and CRM data quality can slip. We built a UiPath workflow that logs into the CRM, checks every record against a validation rule set, corrects entries where possible, enriches data using trusted external sources, and flags anything unresolved for the record owner to review.
Consistent, reliable CRM data without manual review cycles. Improved confidence in reporting and pipeline visibility.
Sales Prospecting Pipeline Automated
Prospecting tools are powerful but time-consuming to use and their value is hard to measure. We created an automated workflow that searches Cognism at set intervals, applies the team's chosen criteria, retrieves the results, and adds them to the CRM as new opportunities — so sales leaders can track them through the pipeline.
Consistent pipeline building with measurable activity, freeing the sales team from repetitive data retrieval.
Order-to-Invoice Process Automated
When deals close, validating the final record and raising the invoice can be repetitive and slow. We designed a UiPath workflow that checks each deal, prompts the owner for any missing details, and — if everything is complete — generates the invoice automatically.
Faster invoicing, reduced manual errors, and a consistent process that scales with deal volume.
The project has been a great successHead of Tax, Global Asset Manager
The project surpassed all our expectationsHead of Tax — following an indirect tax compliance automation project
Have a similar challenge?
Every engagement is personally led by Mark and Charlotte — no junior handoff, no black box delivery. We are happy to have a straightforward conversation about what you are trying to achieve.