Accountants first
We run accounts functions for a living. We know what good looks like before we look at a single piece of software.
AI & AUTOMATION
Digital Transformation
AI and automation for your accounts function, planned and delivered end to end
AI has changed what an accounts department can do. The hard part is no longer finding tools – it is knowing which ones are right for your business, what they will actually deliver, and what could go wrong. We look at your accounts function as a whole, from receivables and payables to bookkeeping and financial reporting, and put together a transformation plan from start to finish.
Common Challenges
Most businesses we meet do not have a technology problem. They have an adoption problem.
- Too many tools, and no clear way to tell which ones fit your business
- Software bought on a free trial or a recommendation, then barely used
- Automation layered on top of broken processes, so mistakes happen faster rather than less often
- No real view of the return – what a tool costs, what it saves and what it changes
- Staff unsure of the new system, so the old spreadsheets live on alongside it
- Uncertainty about the risks of AI: data security, accuracy, and who is accountable when it gets something wrong
How We Help
Rather than coming in afterwards to redo what has already been done, we help from the start – so nothing gets bought that will not be used.
- A full review of your accounts function: receivables, payables, bookkeeping and financial reporting
- Independent advice on the AI and automation tools that fit your business – and the ones that do not
- A transformation plan with costs, timelines and the return you can expect
- Software selection, set-up and integration with the systems you already run
- Process redesign, so automation removes work rather than moving it around
- Training for your team, so the new way of working sticks
- Ongoing support as the business grows and the function needs to grow with it
Our Process
One plan, from start to finish. We stay with it until the new way of working is embedded, not just installed.
Understand
We start with your business, not the software: how you trade, how money moves in and out, where your accounts team spends its time, and what you need from the numbers.
Assess
We map what is already in place – systems, tools, people and processes – and find the gaps, the duplication and the manual work that should not exist.
Plan
We set out what a digital transformation would look like for you: which processes to automate, which tools to use, what it will cost and what it will return. We judge it on two things – the financial result, and whether the function can keep up as the business grows.
Implement
We select, set up and integrate the software, redesign the processes around it, and run the change alongside your team so the day-to-day keeps running.
Train and embed
We train your staff, document the new way of working, and stay close after go-live so the tools are used the way they were meant to be.
Using AI Responsibly
AI can save hours in an accounts department. It can also post the wrong entry a thousand times, send financial data somewhere it should not go, or give a confident answer that is wrong. Part of our job is making sure that does not happen.
Accuracy
Every automated workflow has a review point built in. Captured invoices, coding and reconciliations are checked before anyone relies on them, not discovered at year end.
Data security
Before any tool is switched on, we look at where your financial data goes, who can see it and how the provider handles it.
Compliance
Your records still have to satisfy HMRC, Making Tax Digital and your auditors. We design the processes with that in mind from the outset.
Dependence
We avoid locking you into one platform, or one person who is the only one who understands it. Documentation and training mean you own the process.
Accountability
Every automated step has a named owner and a clear way to spot and correct errors. Automation never means nobody is responsible.
Why Valentis
Software consultants know the tools. We know the accounts function the tools are supposed to run.
Advice, not a sales pitch
Our recommendations are not tied to any one platform. If the right answer is to keep what you have and fix the process, we will say so.
Built for growth, not just savings
We judge a transformation on whether your finance function can scale with the business – not only on hours saved this month.
Involved from the start
We have seen too many businesses buy tools that never get used. Being involved from the first decision is how we stop that happening to you.
Who This Is For
- Owner-managed businesses whose accounts team is buried in manual work
- Finance teams that have already bought tools and are not getting value from them
- Growing businesses whose bookkeeping and reporting cannot keep up with the growth
- Any business that wants to use AI in its finance function but needs to understand the risks first
Ready to transform your accounts function?
Let's talk about where you are now, and what a plan from start to finish would look like for your business.