Know what you pay for, what you use, and how it connects.
A full review of your books, personnel, HR, and systems, ending in an action plan you can act on.
Most businesses grew into their systems instead of designing them. Subscriptions outlive their purpose, features sit unused, and the connection between accounting, payroll, and operations lives in a spreadsheet and somebody's memory. A Business Audit looks at all of it at once.
The result is an action plan with three goals: stop paying for more than you need, start using the features you already pay for, and connect everything into one working whole.
A feature that exports a file isn't an integration. Two systems that both speak CSV still need someone to move the file, parse it, put it in the right tables, and run the whole thing on a schedule without a person in the loop. That's the work we do, and it's where most manual steps and forgotten scheduled tasks turn up.
What this is called in the trade
- Systems integration and workflow assessment: We map how your accounting, payroll, inventory, and operations tools connect, and find where a person is still the connection. A file export isn't an integration, so we look for the places where someone moves, re-keys, or reformats data by hand, and what it would take to run that on its own.
- Software stack rationalization: We list every tool, subscription, and license you pay for and compare it with what's actually used. The result is what's redundant, what can go, and which features you already own are worth turning on.
- Data flow analysis: We trace how a number travels through the business. The usual finding is the same figure typed into three systems, each one a chance for error and a task that depends on one person remembering.
- Business process mapping: We draw the path from first order to final invoice as it actually runs, not as it's supposed to. The map shows where it breaks, where it waits on a person, and where it lands in a spreadsheet nobody owns.
- Operational technology (OT) audit: In plants like mills and kiln operations, we review how the equipment and its data (PLCs, controllers, scanners, line systems) tie into the front-office systems. The goal is plant-floor data that reaches the people and tools that need it without being re-keyed.
What that looks like
- A review of every subscription, license, and service against what is actually used
- A review of features already paid for, and which ones are worth turning on
- A map of how data moves between books, personnel, HR, and operations systems
- Discovery of manual steps and unknown scheduled tasks the business depends on
- Affordable, scheduled integrations that move data between your systems without a person in the loop, started small and designed to grow
- An action plan ranked by cost, risk, and effort