About CopyWise

If your finance team is still living through long closes, scattered reconciliations and late packs, we should talk. A short workflow audit will show whether there is a sensible first project or not.

If this sounds familiar

Our focus

We work with CFOs, Finance Directors and Financial Controllers in B2B, service and light industrial businesses.

The common pattern is the same.

Close still takes 6 to 10 days. Most of the work lives in Excel, email and shared drives. Senior people are pulled into manual checks and status chases.

CopyWise exists to improve that part of the job, not to sell you a new ERP or a shiny AI toy.

We do a few things consistently, whatever the project size.

• Start by listening to how your close and reporting actually work today

• Map the workflow in simple terms your team recognises

• Pick one or two areas where automation and better templates will make a visible difference

• Build and test inside your environment, with clear documentation

• Make sure your team can run and adjust what we put in place

You stay in charge of your policies, approvals and final sign off. We improve how information and tasks move through the process.

How we work with you

What we believe

Close should feel calm, not like a fire drill
The team knows what has been done, what is left and who owns each step.

• People make the decisions, systems move the data
  Automation moves numbers and reminders. Your team keeps control over policies and judgement calls.

• Excel is not the enemy, chaos is
  Spreadsheets are fine when they are structured, owned and connected to a clear process.

• Small practical changes beat big theoretical projects
  It is better to fix the few steps that waste the most time than to launch a huge transformation that never lands.