Capabilities directory
Find your team’s next superpower.
- Function: Finance and accounting
- Industry: Education
- Industry: Energy
- Industry: Engineering firms
- Industry: Insurance
- Business situation: Established businesses
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10 capabilities
Asset register to invoice reconciliation
When new equipment, transfers or retirements must reach the reporting pack, the asset accountant gets a proposed register update matched to purchase records, commissioning evidence and the ledger, with duplicate IDs, unmatched invoices and uncertain in-service dates listed.
Asset replacement options comparison
When an aging asset has more than one proposed replacement or upgrade, the finance lead and the engineering owner get one workbook: the supplied costs, operating assumptions and lives on one basis, with price-basis gaps, unverified savings and open sensitivity questions marked. It recommends no spend.
Engagement margin review
Midway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
Field service invoice evidence check
When completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.
Matter closing checklist preparation
When the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.
Month-end close checklist
Before the month ends, your controller holds the whole close on one page: every task with its owner, its date and what it waits on, the chain that sets the close date, and each gap already written as a question. Entries are prepared for approval, never posted.
Offtake statement variance check
When a buyer's offtake statement differs from the energy sales ledger, the settlement analyst gets one comparison: volumes, periods, prices and adjustments set against the metered-volume export and the agreed price inputs, each discrepancy traced to its source. Nothing is disputed or adjusted.
Receivables exception review
The controller gets every short payment, unmatched or ambiguous receipt, possible duplicate and disputed invoice on one list, each with its evidence and a proposed next step, before anything is applied on a guess.
Restricted gift rollforward
The finance lead gets a working schedule for one named restricted fund: opening balance, recorded gifts, coded expenditure and closing balance, with every unresolved difference listed from the gift agreement summary and the ledger detail. Nothing is posted.