Clean records and a clear plan for what comes next.

An office worker at a desk reviewing documents in a binder next to a laptop

We work directly in your system.

1

Access through your own user account

With the permissions you set, under your supervision.

2

A log of every change

What was changed, when, and based on which document.

3

Confidentiality and data processing agreement

Signed before we first access any data.

4

Decisions stay with you

Value adjustments and write-offs are posted only after the responsible person or body decides.

From assessment to handover

The timeline depends on the number of items and years to clean up. Before you commit, you get an exact plan with deadlines.

Conversation

Short, no obligation. We look at the software you use and agree on data access.

Assessment

Current state, plan and deadlines per module, with a fixed quote.

deducted from the price if you order the work

Delivery

Clean-up in your system, with a weekly progress review with your accounting team.

Handover

Deliverables, change log and a proposal for keeping things in order.

Same work, faster.

When there are many items, we speed up repetitive work with AI, with your consent. Your team can learn the same in a short workshop.

  • sorting payments and suggesting matches with invoices
  • ageing analysis and draft reminders
  • summaries and procedure guides

Stays yours.

  • we use AI tools only on anonymised data and with your approval
  • a data processing agreement before first access

How we anonymise data →

Describe the situation and Petra will suggest a first step.

You get a quote per module, with scope and timeline.

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