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Build Sprint

Two weeks to build one working tool in your own accounts, with a handover pack and 30 days of support. Built with Claude, checked by an accountant.

From £1,500

Fixed quote before we start. 50% when booked, 50% on handover.

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Who it's for

Is this right for you?

  • Teams drowning in spreadsheets and manual reporting
  • Finance leads who need trustees or managers to see the numbers clearly
  • Organisations that want the useful side of AI, with controls built in

Timeline

Two weeks from an approved specification

What's included

What you get

  • A discovery call and a one-page specification you approve
  • The build, in Google Sheets or Excel with automation unless code is clearly worth it
  • Deployed into your own accounts, so you own it
  • Testing with anonymised sample data
  • A handover pack: user guide and a one-page risk note
  • 30 days of support after handover

The menu

Pick one of six proven builds

A fixed menu keeps scope clear and prices fair. Each is built in tools your team can maintain, such as Google Sheets or Excel with automation, and deployed into your own accounts.

  1. 01

    Trustee reporting dashboard

    Finance, risks and KPIs in one view for board meetings

  2. 02

    Restricted funds and grant tracker

    What each grant has paid for, what is left and what is due

  3. 03

    Expense and approvals workflow

    Who asked, who approved, with a clear audit trail

  4. 04

    Month-end close checklist with sign-offs

    The same steps every month, signed off and dated

  5. 05

    Data retention and AI-use register

    What you hold, why, for how long and which tools touch it

  6. 06

    Board or management pack generator

    Pulls the month's figures into a consistent pack

This grows out of our System Implementation & Training work: integrating and automating the systems you already have, and training your team to use them confidently.

Questions

Frequently asked

Can you build something not on the menu?

The menu keeps scope fixed and prices fair. If what you need is close to one of the six, we adapt it. If it is very different, we will say so honestly.

Will we be locked in to you?

No. The tool lives in your accounts, uses tools your team can maintain, and comes with a user guide.

What does it cost?

Most Sprints are £1,750. Simpler builds start at £1,500 and larger ones go up to £2,500. You get a fixed quote before anything starts.

Start with five minutes, not a big project

Take the free Self-Check to see where you stand, or book a Health Check for a clear, independent view and a 30-day plan.

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