Data
Every company has a version of this. Ten years of records in a system you’re leaving. Counterparty names spelled four different ways. Scanned documents somebody has to key in. A CRM where half the contacts have no country and nobody’s sure which half.
Then the board asks for a number, and three people spend a week in spreadsheets producing three different answers.
Getting the data right
Keying from documents, forms, scans and handwriting. Cleaning and standardising formats, names and codes. Merging duplicates. Filling gaps from public and licensed sources. Migrating records between systems during a platform change, reconciled at both ends so you know nothing fell down a hole. Recurring batches, daily, weekly or monthly, on a schedule you can plan around.
Nothing starts without a written spec: the fields, the formats, the edge cases, and what to do when a record is ambiguous. We’d rather spend an hour on that than redo a batch.
Rules catch what rules can catch, so dates, ranges, formats and duplicates get validated automatically. People catch the rest. Completed work goes through sample verification, and anything flagged gets a second pass from someone who didn’t do the first one. Every delivery comes with an error rate, and if it’s worse than the last one we’ll tell you before you find it.
Making it worth looking at
Clean records are the cost of entry. The value shows up when someone can answer a question without opening a spreadsheet.
Dashboards
One place your team opens on a Monday morning, showing the handful of figures that actually drive decisions. The numbers reconcile to the source, so nobody has to ask whether they are current.
Scheduled reporting
The monthly and quarterly packs that currently take somebody three days, produced automatically and delivered on a date you can rely on. Board packs, management accounts, portfolio and exposure summaries, regulatory returns.
Analysis on a specific question
Concentration and exposure by counterparty or sector. Aged debtors and collection patterns. Where a process loses time. We show the working and leave you something you can rerun.
Consolidating sources
Pulling figures out of the systems they are trapped in and into one place, so the same question gets the same answer regardless of who asks it.
Our engineers build the reporting layer, so it updates itself instead of going stale the day it is produced.
Confidentiality
NDAs and data processing agreements as standard. Access limited to the operators assigned to your account. We’ll tell you where the data physically sits, who can reach it, and how long we keep it once the work is done.
What happens to the invoice
Once we understand a recurring batch properly, we usually find a chunk of it that a script or a model can handle, with people checking the output instead of doing all the keying. That usually means more volume for the same cost. When it happens we tell you and adjust the invoice.