Workflow software for regulated professional firms
We remove the mechanical hours — reconciling figures, assembling prescribed-format reports, tracking evidence and statutory dates — so the same team can take on more engagements.
Four days, and no obligation to build anything after it.
Every firm we have spoken to describes some version of the following. None of it is the part of the job you trained for.
Someone on your team asks for the invoices. What comes back is a phone photograph taken at an angle, a scan with two pages on one sheet, and a spreadsheet in a layout nobody has seen before. Before any professional judgement can be applied, a person has to sit down and turn that into something usable.
A number is read off a PDF, typed into a working sheet, then typed again into the prescribed template. It gets checked twice because the output carries a signature. The checking costs as much as the typing, and neither is the work the client is paying for.
The return, the report, the filing — most of it is what it was last cycle, with a handful of figures changed and a paragraph or two rewritten. It still gets rebuilt from the beginning, because last cycle’s version lives in a folder somebody has to find first.
A query comes in about an assumption made three quarters ago. The answer exists — in an email thread, a WhatsApp message, a spreadsheet cell that was overwritten since. Reconstructing it takes a senior person a day, and the reconstruction is never quite as good as a record made at the time.
Four capabilities. Which of them you need is what the audit determines.
Data is checked against the rules that apply to it — internal consistency, statutory thresholds, prior-period figures — and every mismatch is flagged with the two values that disagree. It removes the line-by-line tie-out and the second pass someone does to confirm the first.
Every figure keeps a link to the document it came from, and every decision records who made it, when, and on what basis. It removes the reconstruction exercise when a file is questioned months or years later.
Prescribed formats are populated from the reconciled data, with the previous cycle carried forward so the next one begins from the last one rather than from a blank template. It removes the retyping and the formatting work that sits between a finished analysis and a signable document.
Every client, every statutory date, and what is outstanding for each one, in a single view. It removes the private list a partner keeps and the periodic scramble to confirm nothing has been missed.
Fixed scope and stated timeframes at every step. You can stop after any of them.
We sit with the people who do the work and map one engagement end to end. You get a written document: where the hours go, quantified per engagement; which steps can be automated and which cannot; and what a build would cost. The document is yours whether or not you go further, and it is useful on its own.
One workflow, built and deployed, with your team trained on it. Scope and price are agreed before anything starts, from the audit document. If it takes longer than estimated, that is our cost, not yours.
You own the software and the data. It runs on your infrastructure, under your accounts. You get the source, the documentation, and a walkthrough of how it is put together, so another engineer could take it on.
Formats change, thresholds move, portals get redesigned. We keep the software current with the regulations it encodes, and handle changes as your process changes. Optional — some firms take the handover and maintain it themselves.
You are liable for what leaves your office with your signature on it. These are the terms we work under, and they are not negotiable downward.
Before the audit begins, before any file is shared. Yours if you have one, ours if you do not.
Where client data cannot leave your control, the software is deployed on your infrastructure, under your accounts, with your access rules. We do not need to hold a copy to maintain it.
Working files shared with us during a build are destroyed at handover. Where we need sample data to test against, we use anonymised or synthetic records wherever the workflow allows it.
Reading figures out of scanned and photographed documents may use AI. Every value it extracts is displayed against the source document it came from, for a person to confirm or correct before it goes anywhere. Nothing is filed, submitted, or certified without someone signing off on it.
GrowBizz Consulting is a software practice. We build automation for regulated professional work — the reconciliation, the document handling and the report assembly that sit underneath the judgement a qualified person signs.
We are engineers, not registered valuers, insolvency professionals or environmental consultants, and we do not pretend otherwise. What we know is how to take a process a skilled person performs by hand, understand it precisely, and build software that does the mechanical part of it reliably. The domain we learn from the people who practise it — which is what the first four days are for, and why we sit with your staff rather than send a questionnaire.
Our software reads documents, checks figures against the rules that apply to them, and assembles prescribed formats. Where a document has to be read rather than parsed, that step is AI-assisted, and every value it produces is shown against its source for a person to approve.
We build one workflow at a time, deploy it on your infrastructure, and maintain it as the regulations move. The professional judgement stays with you, where the liability already sits.
Tell us what your team spends the most time on. We will reply with whether we think it is worth auditing, and if it is not, we will say so.
Pick a time that suits you. We will ask what your team spends its hours on, and tell you whether an audit is worth doing.