Process automation for SMEs and finance teams

Process automation · SMEs and finance teams

We automate the manual spreadsheet work your team hates.

Spaced Consulting builds the systems behind smooth operations: reconciliation pipelines, reports that assemble themselves, data that moves itself between your tools, and workflows that keep whole teams in sync. Less time lost to copy and paste, more space to grow.

Currently accepting work.

Fixed prices, agreed in writing before work starts. Based in Bristol, working across the UK.

Fig. 1 Month-end reconciliation, exploded
EXPLODED VIEW 05 BOARD PACK delivered 06:02 04 EXCEPTIONS 3 resolved, 0 open 03 MATCH 5,694/5,694 02 SALES LEDGER 2,847 rows 01 BANK FEED 2,847 rows NOTE 01 · BANK FEED The bank's own transactions, loaded from the feed rather than retyped. Dates, references and amounts are standardised on the way in, so both sides can be compared. NOTE 02 · SALES LEDGER The same month out of the accounting system. It arrives in a different shape to the bank file, so it is mapped onto the same columns before anything is matched. NOTE 03 · MATCH Three passes run in order: exact reference, then amount within tolerance, then a date window. Whatever a pass settles is set aside and never looked at twice. NOTE 04 · EXCEPTIONS What the passes could not settle, ranked by value with a likely cause beside each one. This is the part of the month that asks for a human decision. NOTE 05 · BOARD PACK The finished pack builds itself from the matched data on a schedule, and lands in the inbox that needs it, laid out the same way every month.
  1. 01Bank feed2,847 rows
  2. 02Sales ledger2,847 rows
  3. 03Match5,694/5,694
  4. 04Exceptions3 resolved, 0 open
  5. 05Board pack06:02
Illustrative example

Sheet 01 of 06 · continues below

00 Figures

Three numbers, and where each of them comes from

~90% less manual effort on a reconciliation we rebuilt
2+ days reclaimed every month for real finance work
£450 fixed-price audit, credited in full against any build booked within 90 days
01 What we build

If your team does it by hand every week, it can probably do itself

Spreadsheets are usually where the pain shows first, but the same approach fixes the processes around them too.

  1. 1.1
    Spreadsheets and reporting

    Spreadsheet and reporting automation

    Reconciliations that match themselves, month-end packs that assemble on schedule, and the fragile workbook everyone fears turned into something that just runs. This is the flagship, and where most projects start.

  2. 1.2
    Integrations

    Connected systems

    Data that moves itself between your accounts package, spreadsheets and the tools you already use. No more re-keying, no more version confusion.

  3. 1.3
    Workflows

    Approvals and workflows

    Requests, sign-offs and reminders that chase themselves, with a clean trail of who approved what and when.

  4. 1.4
    Reporting

    Dashboards and KPIs

    Live numbers from data you already have, refreshed on schedule, with nobody compiling anything by hand.

  5. 1.5
    Documents

    Document automation

    Quotes, invoices, letters and packs generated from your data in seconds, formatted properly every time.

  6. 1.6
    Web tools

    Internal tools and portals

    When a spreadsheet stops being enough: simple, fast web tools for tracking, booking and client access, built around your process. Hosted and looked after for you, too.

  7. 1.7
    Websites

    Website design and build

    A clean, fast site for your business: designed, built, hosted and kept updated, without you touching any of it. The live Spaced Consulting site is one.

Something else eating your team's time? If it is repetitive and rule-based, it can probably be automated. The audit will tell you honestly, either way.

Start with the audit
02 Case study

Half a week of matching every month, cut by around 90%

A finance team was losing roughly half a working week every month to a single reconciliation: matching high volumes of transactions between two systems by hand, line by line, under month-end pressure. Differences surfaced late, and every late find meant rework.

We rebuilt the process as an automated pipeline. The two data sets now load, standardise and match themselves, and an exceptions dashboard surfaces only the items that genuinely need a human decision, ranked by value.

~90%less manual effort
2+ daysreclaimed each month
100%of lines checked, every month

Details are anonymised. The pattern is rebuilt from scratch for every client; no client data or prior employer material is ever reused.

03 Services

Three ways to work together

The packaged engagements are fixed price and defined scope, built with the tools your team already owns wherever possible. No open-ended projects.

Table 1 · Rate card, as published
Engagement Basis Price
Process Audit Fixed, credited in full against any build booked within 90 days £450
Automation Builds Fixed, scoped and quoted in the audit report £1,200+
Care Plans A month, optional, cancel any time £150

Bespoke work outside these packages is quoted at £550 a day.

Engagement 01

Process Audit

£450 Fixed

Credited in full against any build booked within 90 days.

  • One structured call plus a review of your process and files
  • A written findings report that is yours to keep
  • Fixed quotes for two or three specific builds, with the hours each will save

Credited vs any build

Engagement 02

Automation Builds

£1,200+ Fixed

Scoped and quoted in the audit report, priced by outcome.

Quick Win £1,200
Pipeline £3,500
Reporting Suite £6,000
  • Error handling and testing as standard
  • Documented handover your team can follow
  • 30 to 90 days of post-launch fixes included

Defined scope

Engagement 03

Care Plans

£150 A month

Optional, for automations we have built. Cancel any time.

  • Uptime monitoring with automated failure alerts
  • Hosting, backups and updates for websites and web tools we build
  • Covers up to two automations, with more by arrangement
  • Fixes quoted at the day rate

Peace of mind

03a How it works

From first call to running system in three steps

Step 01

Fit call

A 25-minute call. You describe the process that eats your team's time; we tell you honestly whether automation will pay for itself. If it will not, we say so.

Free
Step 02

Process Audit

We map the process, measure what it really costs, and hand you a written findings report with fixed quotes for the builds that will fix it. The report is yours either way.

£450credited against any build booked within 90 days
Step 03

Build and handover

We build, test and document the automation around your team, then hand it over working. A Care Plan keeps it monitored afterwards if you want one.

Fixed pricequoted in the audit
04 Products

Off the shelf, built like the client work

Excel templates for finance teams who want the fix today. Built from scratch on the same patterns as our client builds, and there is not a macro anywhere in them. Two of them are on sale through Gumroad; the reconciliation workbook and the bundle are not open yet.

Table 2 · Templates, as published
Template Status Price
Automated Reconciliation Workbook Not on sale yet £49
Month-End Close Tracker Listed on GumroadOpens in a new tab £39
Finance KPI Dashboard Listed on GumroadOpens in a new tab £39
Finance Ops Toolkit, all three together Not on sale yet £89
Template 01

Automated Reconciliation Workbook

£49 One-off

A two sided matching engine with an exceptions dashboard.

  • Three matching passes: exact, amount tolerance, date window
  • Every unmatched line explained with a likely cause, duplicates included
  • Built on Power Query, so big months stay quick

Not on sale yetAsk about this template

Template 02

Month-End Close Tracker

£39 One-off

A close checklist that runs itself, for small finance teams.

  • 48 ready made tasks with owners and working day due dates
  • Automatic overdue flags as statuses change
  • Completion dashboard by workstream and owner

Buy on Gumroad, £39Opens in a new tab

Template 03

Finance KPI Dashboard

£39 One-off

One clean data tab in, a finished dashboard out.

  • Six KPI tiles with month on month movement
  • Twelve month trends, margins and budget checks
  • Debtor and creditor days handled for you

Buy on Gumroad, £39Opens in a new tab

Templates 01 to 03

Finance Ops Toolkit

£89 One-off

All three templates together.

  • Automated Reconciliation Workbook
  • Month-End Close Tracker
  • Finance KPI Dashboard

Not on sale yetAsk about this template

Licensed for personal and internal business use, with support by email. Checkout, files and receipts are handled by Gumroad. For the reconciliation workbook or the bundle, tell us which one you want and we will let you know the day it opens. Want one wired into your own systems instead? The Process Audit is where that starts.

05 About

Built by someone who has done this at scale

Spaced Consulting is the trading name of David Hutton, an automation specialist based in Bristol. We have spent years building finance and operations automation at serious scale: reconciliation pipelines handling six-figure row counts, reporting packs that assemble and distribute themselves, and Microsoft 365 workflows that keep whole teams in step without anyone chasing.

Spaced Consulting brings that experience to the businesses that need it most: SMEs and finance teams where good people spend hours every week on copy and paste, re-keying and manual checking that a well-built system would simply do for them.

We work with what you already own wherever possible, so there is rarely new software to buy, and when a spreadsheet is the wrong tool altogether we build the simple web tool that replaces it. Everything is handed over so your team can run it without us; the Care Plan exists for peace of mind, not dependence.

At a glance

  • Based in Bristol, remote-first, working across the UK
  • Fixed prices agreed in writing before work starts
  • Built inside the Microsoft 365 you already own
  • Handover your team can run without us
  • 30 to 90 days of post-launch fixes on every build

What we do not do

Spaced Consulting is not an accountancy practice and does not provide accounting, tax, audit or financial advice. We streamline processes and build tooling. For advice, your accountant remains the right person, and we are happy to work alongside them.

A Appendix

Questions worth asking

Do we need to buy new software?

Usually not. Most builds run inside the Microsoft 365 and Excel licences you already own. If something genuinely needs a paid connector or extra tool, it is named in the quote before you commit, never discovered afterwards.

Is it just spreadsheets?

No. Spreadsheets are usually where the pain is most visible, so that is where many projects start. The same approach covers the processes around them: moving data between systems, approvals, document generation, dashboards, simple internal tools and even your website, all built around how you work.

How long does a build take?

A Quick Win typically lands within one to two weeks of starting. Pipelines and Reporting Suites take longer and are scheduled with a delivery date agreed in writing before work starts, so you always know when to expect it.

What happens to our data?

The work happens inside your systems, under access you grant and can revoke. Your data stays where it lives now, and we are happy to sign a confidentiality agreement before the audit.

Can you help with our accounts or tax?

No. Spaced Consulting streamlines processes and builds tooling; it is not an accountancy practice and does not give accounting, tax, audit or financial advice. Your accountant stays in charge of that, and we work alongside them when needed.

What if something breaks after handover?

Every build includes a post-launch fix period of 30 to 90 days depending on the tier. After that, a Care Plan keeps it hosted and monitored, or you can simply get back in touch when something changes.

06 Contact

Start with a conversation

Tell us about the process that costs your team the most time. The fit call is free, and if automation is not the answer we will tell you.

Your message is stored in our enquiry database, then emailed to us, and we use these details only to reply. How your data is handled.
Route 01

Book a free fit call

A 25-minute call. You describe the process that eats your team's time; we tell you honestly whether automation will pay for itself.

Book a free fit callOpens in a new tab
Route 02

Email

Prefer plain email? It reaches the same inbox as the form, and it is the better route when you want to attach a file or forward a thread.

What happens next

Three routes, and all of them reach us

  • The fit call is free and carries no obligation
  • If automation is not the answer, we will tell you

Based in Bristol, remote-first, working across the UK.