Financial Process Digitisation
Manual financial workflows slow decisions and introduce errors that compound over time. Each service here addresses a specific layer of that problem - from initial audit through to staff handover.
Delivered remotely or on-site across Ireland - equal access regardless of location.
Before recommending any tool or platform, we map what you currently have. This covers data flows between departments, where manual re-entry happens, which reports require overnight batch runs, and where approvals sit in email threads rather than structured queues. The output is a written gap analysis, not a sales pitch for a particular vendor.
Automation only works when the underlying process is understood first. We document each financial workflow in structured BPMN notation, identify which steps are genuinely automatable versus which require human judgement, and produce a sequenced implementation roadmap with realistic effort estimates. Teams receive this as a working document, not a slide deck.
Connecting SAP, Oracle NetSuite, Xero or similar platforms to payroll, banking feeds and reporting layers is where most digitisation projects stall. We handle the technical configuration, API mapping and data validation - then test the full chain before any cutover. Integration work is documented so your IT team can maintain it going forward.
Irish VAT filings, Revenue Online Service submissions and EU regulatory reporting carry strict formatting and timing requirements. Replacing spreadsheet-based compliance tracking with structured digital workflows reduces the risk of late or incorrect submissions. We configure the workflows, set up validation rules and test against real filing scenarios before go-live.
Cash position monitoring done manually - pulling bank statements, updating spreadsheets, recalculating forecasts - typically consumes several hours of finance staff time each week. Automated treasury tools pull live balances, apply payment schedules and produce rolling 13-week forecasts without manual input. We configure and connect these tools to your existing banking relationships.
A digitised process that only the consultant understands is a liability. Every engagement ends with structured handover: recorded walkthrough sessions, written operating procedures and a defined support window during which your team can raise questions. The goal is that your finance staff can run, troubleshoot and extend the new workflows without us in the room.
On-site process review session, Galway
Every engagement is scoped before any work begins - fixed deliverables, no open-ended retainers.
Engagement model
Scoping call - 60 minutes to understand your current setup and agree what the engagement covers.
Discovery phase - access to systems, interviews with finance staff, documentation of existing workflows.
Delivery - configuration, integration and testing work with weekly progress updates.
Handover - documentation, training sessions and a defined support window before close.
Lead Consultant, Financial Digitisation
The most common issue we encounter is not a lack of technology - it is financial processes that were designed for paper and never properly re-examined when software arrived. That gap is where most of the wasted time lives.
Cefopue has been working with Irish finance teams since 2021, covering organisations from 12-person accounting departments to multi-site operations with complex intercompany flows.