Financial Reporting That Actually Makes Sense
Most businesses spend hours each month wrestling with spreadsheets, chasing receipts, and trying to understand what their numbers actually mean. We built IntelliSnaps because we got tired of watching good businesses make decisions based on outdated or confusing financial data.
Our automation setup isn't about replacing your accountant or making you a financial expert overnight. It's about getting accurate reports without the headache—so you can spend your time running your business instead of drowning in data entry.
The whole process takes about three weeks from start to finish. And yeah, we know that sounds like a long time, but here's the thing: we're not just plugging in some software and calling it done. We're building something that actually fits how your business works.
How We Set Everything Up
We've done this for about 150 Australian businesses since early 2023. The steps below are what actually happens—not the sanitized version.
Discovery Call
We start with a 45-minute conversation where we ask probably too many questions about your current setup. What accounting software do you use? How do you track expenses? Who's entering data now? This helps us figure out what's actually broken versus what just feels annoying.
System Mapping
Then we spend a week mapping out your financial data flow. Where does money come in? Where does it go out? What reports do you actually need versus what you've been generating because someone said you should? This part's honestly the most important—and the most boring.
Automation Build
Here's where we build the actual automation. We connect your bank feeds, payment processors, and invoicing systems. We set up rules for categorizing transactions. We create the reports that'll show up in your inbox every Monday morning. Takes us about a week, sometimes longer if your setup's complicated.
Testing Phase
We run everything in parallel with your current system for two weeks. This catches the weird edge cases—like that one supplier who invoices you differently every month, or the quarterly payment that throws off your monthly reports. We fix these as we find them.
Training Session
You get a two-hour session with us where we walk through everything. How to read your new reports. What to do if something looks off. How to add new expense categories. We record this so you can watch it again later when you've inevitably forgotten half of it.
Ongoing Support
After go-live, we check in weekly for the first month, then monthly after that. Most businesses need tweaks as they get used to the new system. Maybe you want a different report format, or you hired someone new who needs access. We handle that stuff as it comes up.
Callum Fitzwilliam
Implementation Specialist
Spent eight years doing financial reporting for mining companies before joining us in March 2024. He's the one who actually builds your automation—and he's annoyingly good at finding problems before they become disasters.
Verity Ashcroft
Client Success Lead
Former accountant who got fed up with manual processes and joined our team in June 2024. She runs the training sessions and handles most of the ongoing support questions. Clients usually email her when they can't figure something out.
Real Setup, Real Timeline
We're pretty upfront about this: automation setup isn't instant. It takes time to do properly, and anyone promising you a one-day solution is probably going to leave you with a mess to clean up later.
The three-week timeline we mentioned? That's for a standard setup. If you've got multiple entities, international transactions, or complex inventory tracking, it'll take longer. We'll tell you that during the discovery call, not after you've signed up.
Most of our clients start seeing time savings within the first month, but the real benefit usually shows up around month three when you realize you haven't spent a Sunday afternoon doing bookkeeping in weeks.
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