Digital Advisory

Our expert team reviews your systems, identifies areas for improvement, and implements the best processes for your business. We ensure your technology works efficiently, empowering you with better accounting systems and seamless integration. Stay ahead with our tailored advice, backed by industry-leading expertise.

Graham Dyer

Director & Head of Digital Accounting Solutions

Contact Graham Meet the team

Who we can help

SMES & OWNER-MANAGED BUSINESSES
FAMILY BUSINESSES, SOLE TRADERES & PARTNERSHIPS
START-UPS
ENTREPRENEURS & INDIVIDUALS

START YOUR DIGITAL TRANSFORMATION JOURNEY TODAY.

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In today’s rapidly evolving digital landscape, staying ahead of technological trends is vital. Our Digital Advisory services help SMEs leverage technology to enhance their operations, improve efficiency, and unlock new opportunities for growth. Whether you’re considering implementing cloud-based solutions, optimising your digital processes, or exploring new software, our team provides the guidance and support you need to navigate the digital world with confidence. We work with you to develop a tailored digital strategy that aligns with your business goals and drives measurable results.

TRANSFORM YOUR FINANCE FUNCTION: A COMPLETE SYSTEMS REVIEW

Your finance system should work for you, not slow you down. We understand how frustrating it can be when outdated processes and clunky systems eat into your time and produce unreliable results. That’s why our systems reviews are designed to give you clarity and control over your entire finance function—from data entry to the final output.

We dig deep, reviewing not just your bookkeeping software, but every process, system, and person involved. We take a collaborative approach, engaging with your team at every level to uncover pain points and hidden inefficiencies. This isn’t about swapping one system for another—it’s about making sure your current tools work optimally for your business. Whether it’s automation, better data flow, or enhanced reporting, we provide practical recommendations to help you get the best out of your setup.

Our easy-to-follow report gives you clear, actionable insights, complete with graphics to make it a live, ongoing resource. You decide how and when to implement the improvements, and we’re here to support you every step of the way.

Imagine having timely, reliable information at your fingertips—and more time to focus on growing your business. That’s the power of well-functioning systems and processes.

Learn how a systems review can help save time

MAXIMISE YOUR ACCOUNTING SYSTEM'S POTENTIAL WITH A DIGITAL HEALTH CHECK

If your business switched to a new accounting system to meet HMRC’s Making Tax Digital requirements, you’re not alone. Many businesses were forced to adopt new software in a hurry, but few have had the chance to properly assess how well it’s working for them. That’s where our digital health checks come in.

We know the frustration of having a system that doesn’t quite deliver on its promise. Whether you’re missing out on key features or battling inefficiencies, our expert team is here to help. We dig into your current setup, analysing how well your system is performing, uncovering hidden issues like duplicate transactions or inefficient processes, and identifying opportunities for automation and cost-effective improvements.

Using tools like Dext Precision, we provide you with a clear, data-driven report that highlights easy wins and tailored recommendations to get your system running smoothly. Our goal? To make sure your digital accounting system is not just a compliance tick-box but a powerful tool that works for you, saving you time and boosting efficiency.

Once we’ve completed your digital health check, we’ll walk you through the report and show you exactly how to implement the changes. We’ll be on hand to support every step of the way.

Get a digital health check

TAILORED APP RESEARCH & RECOMMENDATIONS TO SOLVE YOUR FINANCE CHALLENGES

Is your current finance system holding you back? Whether it’s inefficient processes, lack of integration, or missing features, finding the right solution can be daunting. AAB’s System Research & Recommendations service is here to help you pinpoint the best tools to overcome these challenges.

With our extensive knowledge of finance systems, we take the time to understand your business’s unique pain points and do the heavy lifting of researching the best solutions. From increasing automation to enhancing data accuracy, we recommend tools and systems designed to work seamlessly with your existing setup, ensuring maximum efficiency and ease of use.

We don’t believe in a one-size-fits-all solution. Instead, we offer personalised recommendations that are specific to your needs. Our expert team provides a detailed report of our findings and walks you through the implementation process, helping you make the most of your chosen solution from day one.

Looking for the right system to take your finance function to the next level? Get in touch with us below.

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EFFORTLESS SYSTEMS MIGRATIONS & IMPLEMENTATION FOR A MODERN FINANCE SYSTEM

Is your business still using manual or outdated finance processes? AAB’s Systems Migrations & Implementation service is designed to help you smoothly transition to a digital, automated solution that fits your business needs.

Many businesses have already made the switch, but we know some are still missing out on key efficiencies. If you’re still entering invoice amounts manually or sticking to older methods, we can help you adopt powerful automation tools like Dext. Our team will review your current system, identify areas where automation can streamline your processes, and manage the entire migration to ensure a seamless transition.

From start to finish, we guide you through every step of your system migration, making sure you have the tools and support needed to optimise your finance function and keep your business ahead.

Ready to move away from manual processes?

EFFORTLESS SYSTEMS MIGRATIONS & IMPLEMENTATION FOR A MODERN FINANCE SYSTEM

Expert System Implementation & Integration

Switching to a new finance system is only half the battle. Ensuring it’s set up, integrated, and working smoothly with your existing processes is where the real value lies. At AAB, we don’t just stop at system migration—we’re here to support the full implementation and integration journey, helping your business get the most out of its new digital tools.

We’ve spent years building expertise across the AAB group, with deep knowledge in key areas like bookkeeping software, invoice automation, and expense management. We’re confident in recommending and working with the best systems in these areas, ensuring that you receive not only the right solution for your needs but also a seamless integration with your current setup. For simpler systems, we handle the full setup and training. For more complex solutions, we work alongside the software providers’ training programmes to ensure your team gets the best possible support.

Our service doesn’t just focus on installation. We work closely with you to understand your existing processes, ensuring that your new systems are set up to communicate efficiently, reducing friction and saving you time.

AAB team members in a client meeting

Find out more about our systems implementation & integration service

TAILORED SOFTWARE TRAINING FOR SEAMLESS FINANCE MANAGEMENT

Getting the most out of your finance system isn’t just about implementation—it’s about knowing how to use it effectively. Software Training ensures that you and your team are fully equipped to leverage the full power of your digital tools. From Xero and QuickBooks to Sage, Dext, and more, our experts will train your staff on how to maximise each system’s potential.

Our goal is to empower your team with the knowledge and skills they need to streamline processes, automate workflows, and ensure everything is running smoothly.

Beyond the initial training, we can also offer ongoing support to make sure your team is always up to speed.

Talk to us about software training

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