CFO-led Finance Systems Review for growing SMEs
Get more value from the finance systems you already use.
The Finance Block solves practical business problems where financial systems, data, implementation and management insight come together. So management can make faster, clearer and more confident decisions.
For businesses using tools like Xero, Dext, Cin7, Syft and related finance systems.
The problem
Many businesses have the software, but not the financial clarity.
The issue is often not that the business needs another app. The issue is that the current systems, data, workflows and reporting are not aligned.
Systems are disconnected
Finance, sales, inventory and operations do not always speak to each other properly.
Data is unreliable
Reports are only useful if the underlying structure, processes and source data are clean.
Management insight is delayed
Owners and managers need timely information, not month-end surprises or spreadsheet chaos.
Platforms
Focused advice around the systems your business already uses.
We review your finance stack through a practical CFO lens, so the advice connects software configuration, reporting quality, controls and management decisions.
Review configuration, reconciliations, VAT treatment, reporting structure and data quality.
Document capture, bookkeeping automation, expense records and process discipline.
Inventory, orders, purchasing, fulfilment, costing and finance system alignment.
Dashboards, reporting packs, KPIs, forecasts and management insight.
Dashboards, analytics, data visualisation, KPI tracking and management reporting across financial and operational data.
Approval workflows, purchase approvals, invoice approvals, spend controls and finance process governance.
How it works
A practical review that can lead into implementation or CFO support.
The first step is not a huge transformation project. It is a focused review to identify what is holding the business back and what should be fixed first.
1
Diagnose the current configuration
Review the finance apps, data flows, workflows, reporting pain points and business priorities.
2
Identify the highest-value gaps
Find issues in configuration, adoption, data quality, integrations, manual workarounds or reporting.
3
Recommend a practical improvement path
Define what should be fixed, improved or implemented first, based on business value.
4
Expand into ongoing support where needed
Where appropriate, the review can lead into reporting support, retainers or broader CFO advisory.
Not sure where the issue is yet?
Book a focused discovery call and The Finance Block will help you identify the practical next step.
Why The Finance Block?
The building blocks of financial clarity
We combine finance, systems, data and practical advisory to help growing businesses turn existing tools into better decisions.
Finance systems
Review the tools, workflows and data your business already depends on, and identify where missconfiguration and adoption or integration gaps are holding you back.
Reporting clarity
Turn cleaner data into accurate, timely management reports that support better business decisions.
CFO-led perspective
Advice shaped by financial leadership, not only software configuration.
From diagnosis to action
Turn the findings into clear priorities, practical implementation steps and the right level of implementation and ongoing advisory support
Ready to review your finance systems?
Book a focused conversation with The Finance Block to discuss your current apps, reporting challenges and practical next steps.
FAQ
Questions before booking
Who is this best suited for?
Growing SMEs that already use finance or operational systems but are still struggling with manual workarounds, weak reporting, poor integration or unreliable data.
Is this only for Xero?
No. Xero may be one part of the finance stack, but the review can also look at document capture, inventory, reporting, dashboards and workflow tools.
Can you help us migrate to Xero?
Yes. We can help review what needs to be moved, what should be cleaned up first, and how to prepare the configuration so the migration is more accurate and less disruptive.
Can you help if we already moved to Xero but the configuration does not feel right?
Yes. We can review your Xero configuration , chart of accounts, bank feeds, VAT settings, workflows, reporting structure and data quality to identify what needs to be corrected.
Can you help with Dext configuration or migration?
Yes. We can assist with reviewing how documents, receipts, invoices and expense records are captured, categorised and synced into your accounting system.
Can you help with Syft reporting configuration ?
Yes. We can help review how your accounting data connects into Syft and whether your dashboards, reporting packs, KPIs and forecasts are set up to support useful management insight.
Can you help if our reports or Power BI dashboards are unreliable?
Yes. We can look at the underlying data, configuration and reporting process to identify why the numbers are not giving you reliable insight.
Can you help if Dext is not publishing correctly to Xero, Sage or another accounting system?
Yes. We can review the integration settings, chart of accounts mapping, tax codes, supplier lists and publishing settings to identify why documents are failing, duplicating or posting to the wrong place.