Bespoke business technology solutions: finance workflow automation, custom portals, system integrations and reporting tools with defined controls and acceptance criteria.
Where will a tailored solution improve the process enough to justify its cost? Requirements and system dependencies; Approval, testing and integration controls; Maintenance and handover requirements
Spreadsheets, email and disconnected systems often carry a process far beyond its intended scale. A tailored solution starts with the users, decisions, exceptions and controls behind the workflow. The engagement defines which steps should be standardised, connected or automated and where human approval remains essential. Discovery, design and delivery can be commissioned in stages, giving your team a clear basis for reviewing scope, cost and operational fit.
A finance or compliance process relies on repeated spreadsheet preparation and manual follow-up. Teams re-enter the same data across portals, internal applications or reporting tools. An off-the-shelf product does not accommodate your approval rules or operating model. You need a client portal, management dashboard or internal application connected to existing systems.
Map users, volumes, exceptions, approval points and source systems. Establish a baseline and prioritise requirements by business impact and implementation complexity.
Define workflows, interfaces, data mappings and access roles. Evaluate custom development versus configuration, with explicit dependencies on available APIs and third-party permissions.
Deliver the agreed application or automation in reviewable increments. Validate representative scenarios, exception handling and acceptance criteria with business owners.
Define deployment responsibilities, documentation, training and support arrangements. Agree monitoring, change control and ownership of code and data in the contract.
A prioritised requirements and process-design document. A solution specification covering interfaces, roles and controls. A working application or automation for the agreed delivery stage. Acceptance evidence, handover documentation and a support plan where included.
A description of the current process and its operational bottlenecks. Representative sample inputs and outputs, using non-sensitive examples initially. An inventory of systems, integration options and approval requirements. Expected users, volumes, timetable and budget parameters.
Submit a short enquiry about your organisation, intended outcome and timetable. Our team reviews the mandate. Responsible professionals, deliverables and fees are agreed before work begins.
Explore how connected systems, approval controls and operational visibility support your team.
Map source systems, data formats and authorised interfaces so the design follows the actual movement of information. Potential engagement output: An integration specification with dependencies and data ownership.
Define roles, validation, review points and fallback paths with the business owners before implementation. Potential engagement output: A workflow and access model with representative acceptance scenarios.
Plan monitoring, documentation, deployment responsibilities and support alongside the working solution. Potential engagement output: Acceptance evidence and an agreed handover and support plan.
Design applications and integrations around the people, data and controls that run the process.
Map user journeys, approval rules, exceptions and source data; turn the current process into prioritised requirements and acceptance scenarios. Potential engagement output: A process specification and prioritised delivery backlog.
Build scoped portals, internal tools and reporting workflows; define interfaces and data mappings for authorised connections to existing systems. Potential engagement output: A solution design and working application for the agreed stage.
Design role-based access, approval checkpoints and exception handling; test representative business cases with the process owners. Potential engagement output: A control model and business acceptance evidence.
Prepare the release, documentation and training; agree monitoring, maintenance, change control and responsibility for code and data. Potential engagement output: A handover package and explicitly scoped support arrangements.
A connected workspace for structured preparation, validation, review and batch filing workflows. Delivery capability demonstrated: Business-rule modelling, document controls and portal workflows.
Software connecting confirmation requests, responses, follow-up and reconciliation. Delivery capability demonstrated: External collaboration, response tracking and reconciliation design.
A workspace that brings tax notices, important dates and related actions into an organised review process. Delivery capability demonstrated: Operational monitoring, information organisation and review workflows.
A desktop signing tool that supports digital-signature workflows alongside portal filing. Delivery capability demonstrated: Desktop software and the connection between application and filing tasks.
AI-assisted document reading and guided form preparation, with explanations for professional review. Delivery capability demonstrated: Document extraction, assisted user journeys and human review of AI output.
Tenured Chartered Accountants & Advocates. 15 years in practice, with experience across manufacturing, services, banking, insurance and logistics.
The WrapTax portfolio provides concrete examples of our software delivery: remittance preparation, confirmation management, notice workflows and digital signing. These products connect professional requirements with applications that organise data, review and action.
Structured information, business-rule validation and preparation/review workflows.
Requests, external responses, follow-up and reconciliation in a connected process.
Notice-management workflows and a desktop signing tool illustrate distinct operational requirements.
Supply chains, capital investment & intercompany arrangements. India expansion and investment structures; Related-party supply and service arrangements; Finance workflows and document controls
Cross-border delivery, operating models & scalable processes. International contracts and payment flows; Group service models and transfer pricing; Workflow automation and AI use-case assessment
Transaction readiness, documentation & controlled operations. Transaction tax and diligence workstreams; Documented approval and reporting workflows; Technology integration with human review
Evidence, reporting & process governance. Tax exposure and transaction documentation; Reporting and reconciliation workflows; AI-assisted document handling with review controls
International operations, service flows & connected systems. Cross-border operating arrangements; Intercompany services and documentation; Operational data and workflow integration
% of 2026 survey respondents · separate questions. Improved own productivity: Share of respondents 80.0; Positive enterprise EBIT impact: Share of respondents 37.0. Separate self-reported measures from a survey of 1,719 participants in 97 nations. EBIT means earnings before interest and taxes.
An AI idea needs an economic case, evaluation criteria and integration into a real workflow. Which business measure would tell you that your AI pilot deserves to scale?
9 October 2026
Yes. A discovery mandate can establish requirements, options, dependencies and an estimate before you commission implementation.
Integration feasibility depends on available APIs, data formats, permissions and vendor constraints. These are assessed before delivery commitments are made.
Code ownership, licensing, hosting, maintenance and support terms are explicitly agreed in the contract.
McKinsey State of AI 2026 · Published 25 August 2026 · survey May–June 2026