Faster, calmer month-end close for finance teams
We help SME finance teams cut days off month-end close and take the manual grind out of management reporting, without changing their ERP or hiring more staff.
Thirty-minute call to review your close and reporting process and highlight the fastest time wins.
Who we work with
Built for in-house finance teams, not agencies
CopyWise works with finance leaders in B2B, service and light industrial businesses, typically:
CFOs, Finance Directors, Financial Controllers, Heads of Finance
Companies with 50 to 500 people and multi-entity or multi-business units
Finance teams of 3 to 10 people, handling close, reporting and controls in-house
If your month-end close still takes 6 to 10 days and most of the work happens in Excel, email and shared drives, you are in the right place.
The problems we solve
The month-end close that never feels under control
Most finance teams we speak to are dealing with some mix of:
Close that drags into a second week
Reconciliations and checks scattered across spreadsheets
Staff pinging the same people all month for policy and approval questions
Management packs rebuilt in Excel and PowerPoint every cycle
Little time left for analysis once the numbers are finally ready
Our work focuses on taking that noise out of the process so the team can close in fewer days and spend more time on the work only they can do.
Service pillars
What we actually do
1. Close and reporting workflow automation
We map your current month-end close and management reporting process, then use tools like n8n and Microsoft 365 to:
Track close tasks and ownership in one place
Send reminders and status updates automatically
Pull standard reports and data extracts on a schedule
The goal is simple: fewer manual chases, fewer surprises and a clear view of where the close stands.
2. Policy and approvals Q&A copilot
We take your existing accounting policies, SOPs and close checklists and:
Structure them into a searchable knowledge base
Add a Q and A front end inside Slack, Teams or email
Route edge cases to the right person when judgement is needed
This reduces routine “quick questions” landing on the same senior people and makes it easier for the team to apply the rules consistently.
3. Standardised Excel and pack templates
We standardise the spreadsheets and templates that sit around your ERP:
Close workbooks built with Power Query, where useful
Input schedules that feed into the same management pack structure each month
Version control so the team knows which file is the source of truth
You keep Excel, you just stop starting from scratch every time.
"Copywise transformed our business systems, significantly boosting efficiency in just weeks. Their custom frameworks and workflows truly resonate with our team. Highly recommend their services!"
John Doe - London
★★★★★