Cut days off month-end close without changing your ERP

Done-For-You Custom AI Automations & Workflows Built To Save Time & Scale Revenue

Faster month end close

Cut days out of the close and reporting process so your team spends less time firefighting and more time on work that moves the business forward.

Turn policies and approval rules into a Q and A copilot so the team can answer routine questions themselves instead of everything landing on the same people.

Take repeatable close and reporting tasks off senior staff so they have time to focus on the important stuff... your clients.

Fewer “quick question” interruptions

More time for the important stuff

For SME finance teams with a 6 to 10-day month-end close

Take the pressure out of month-end close and reporting

The parts of close and reporting we focus on

Month-end close
Shorten the close with clear tasks, ownership and reminders.
Management reporting
Pull numbers into a standard pack instead of rebuilding sheets every month.
Policies and approvals
Give the team a Q and A copilot for routine questions so fewer land on you.

Where we help your finance team

Close and Reporting Workflow Audit

Not sure where to start?

In a 30-minute call, we map your close and reporting process and highlight the top three places to save time without changing your ERP.

You leave with a simple workflow map, a score on time and control, and 3 to 5 practical next steps.

See Example Workflows

We work with SME finance teams inside B2B and service businesses.

If your month-end close still relies on spreadsheets, email, and manual follow-ups, we help you turn it into a simpler, repeatable process with targeted finance workflow automation.

This means less end-of-month scramble and more time for analysis and decisions.

Our Custom Software: CampaignFix

Try it for FREE here

Learn More

And save your team 10+ hours per week

Client Testimonials

Discover how we transformed our clients' business systems and increased their ROI.

"CopyWise were absolutely great, I brought them on to do work for me and my clients to work on the email side of things, so I can focus on things that matter more in my business."

Charlie McCormack - Founder of Webinar Wizards

Sheffield

"I really recommend CopyWise. They're more than just an automation partner, they help you grow."

Michael Stewart

Glasgow