SOLVISTA

Find finance processes worth automating.
Then fix them.

Solvista helps spreadsheet-heavy finance teams identify and implement practical automation opportunities.Using Excel, Power Query, Microsoft 365 and Copilot.

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Solvista identifies the best opportunity and creates an automated solution

You know the process.
How about saving days?

Your team already knows how its monthly reporting, reconciliation or data-preparation process works.What may be less clear is:
Which steps can reliably be automated
Whether the saving justifies the work
Which technology is appropriate
Where AI genuinely helps
The safest first implementation
Whether the process should be improved before it is automated

The offer

Finance Automation Opportunity Review

Bring one recurring spreadsheet-heavy finance or reporting process.I assess what can realistically be automated, where the greatest value lies and what the most sensible first implementation would be.You receive:
High-value opportunities separated from low-value complexity
Automation opportunities ranked by value
Recommended technology route
Risks, constraints and dependencies
Expected time saving or risk reduction
Your team’s expected time and involvement
A defined fixed-scope implementation option

Evidence

Practical improvements, not automation theatre

400 working days saved annually

A recurring reporting process used across a 10-person team was converted into a refreshable Power Query workflow.Before: approximately 10 working days per person, every quarter
After: a refreshable reporting process requiring limited manual intervention, completed in a few minutes. Estimated annual capacity value: £83,000.

Live SaaS data converted to financial insight

A UK SaaS platform serving architects and engineers needed customised, decision-ready reports that worked in Excel for the Web.Solvista delivered a dynamic Actuals + Forecast reporting suite with period selection, segmentation, live-data refresh and client-ready presentation. Total duration, including sign-off meeting, was fewer than three working days. The solution was delivered with minimal oversight and required almost no back-and-forth to reach sign-off.Client quote:
“Matthew has a rare ability to bridge the gap between technical detail and business requirements. He grasped the accounting logic immediately and delivered professional reports that required almost no back-and-forth.”
_{Simon, Founder & CEO, Fresh Projects
Project-management software for architects and engineers}

Why your business should upgrade

A practical business case, not another training expense

A team member may first identify the problem while improving their own Excel or Power Query skills. But some recurring processes are better solved once for the whole team than repeatedly managed by individuals.An engagement may be worthwhile where:
The work recurs monthly, quarterly or more frequently
Several people repeat the same manual steps
Errors create rework or reporting risk
The process depends heavily on one employee
Data arrives in recurring but inconsistent files
Existing systems do not produce the required output
Preparation uses time better spent on business insights

Solvista builds on staff knowledge to identify and implement a more efficient process, leaving the team with a documented, usable solution rather than another external dependency.Training on the solution is included.
Training on developing your own solutions is also available.

How it works

A controlled route from opportunity to implementation

1. Introductory conversationWe establish which recurring process presents an automation opportunity.2. Automation Opportunity ReviewI interview staff who understand the process and review representative files with them. Then I assess feasibility, value, risks and the recommended first implementation.3. Fixed-scope implementation sprintYou receive a defined deliverable, fixed fee and acceptance criteria before work begins.4. Handover and results reviewI manage the build. Your team reviews key outputs, tests the completed solution and receives practical training and documentation.

Clear outcomes without creating a technical project for you to manage.

Additional Client testimonial

Client testimonial - customer billing system:
“Matthew didn’t just meet our expectations, he far exceeded them. He delivered a solution that worked perfectly and improved on our original concept, including ideas we hadn’t considered. The solution was beautifully designed, user-friendly and incredibly efficient.”
_{Gabriel Rios, President, Rivers Landscape & Construction, California}

• About

TL;DR: "I need my time back!"

Is one recurring process consuming more time than it should?Let’s establish whether there is a worthwhile automation opportunity and what the sensible first step would be.

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About

Finance understanding. Process improvement.

I’m Matthew Gregory, founder of Solvista.I have more than 15 years of finance and business experience, including Management Accountant, Finance Manager and acting Head of Finance responsibilities. I have led month-end work, built forecasts and managed the systems that provide information to business leaders.Today, I help finance teams improve recurring processes, reporting and decision-making. My work typically begins by understanding the existing workflow, identifying inefficiencies and clarifying requirements before redesigning processes and implementing practical solutions.

Matthew Gregory, Solvista founder

Microsoft-certified Office Specialist:
Excel Expert (MO-211)

I use Excel, Power Query, Microsoft 365, Copilot and AI-enabled automation tools where they add value, but technology is only part of the solution. The real objective is creating processes that are faster, accurate and more robust.Developers can build technically impressive systems without understanding the accounting requirement. Finance teams understand the requirement but may not know what can be automated reliably or economically. Solvista brings those disciplines together.

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Tell me about the recurring process

Briefly describe what the team does, how often it happens and where the manual effort occurs. I’ll respond with an initial view on whether it sounds worth exploring.

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