Financialee website conceptPackage structure for discussion

Built around your business

Less busywork.
More room to
do good work.

Practical tools, connected workflows and thoughtful AI assistance. Customised to the way your small business actually works.

Start with one task. Build the right solution.

Your business, organised
Illustrative example
Made for the task. Tailored to the business.

Familiar work.
A clearer way to manage it.

Calculators & spreadsheetsCustom applicationsWorkflow automationAI integrations

The right level of help.

A single useful tool or a more connected way of working. We start with what your business needs.

A focused improvement

Essential tools

Make one everyday task simpler, clearer and more consistent.

Quoted to scope

One-off project

  • Custom calculators and quoting tools
  • Spreadsheet improvements
  • Your branding and business rules
  • Worked examples and handover

For a clear task with a clear outcome.

Assistance with review built in

AI assistance

Turn notes and information into useful drafts you can check and use.

Quoted to scope

Setup + scoped service and usage

  • Transcription and structured drafts
  • Template and document assistance
  • Reviewed actions in supported apps
  • Data, usage and recovery planning

For repetitive information-heavy work.

Every proposal sets out the deliverables, price and acceptance criteria before work begins.

Hosting, support and third-party usage are agreed separately where needed.

Small changes.
Useful differences.

You know where the work gets stuck. We help turn that knowledge into a tool your team can use.

Tell us about your workflow

Prepare a quote with confidence

Bring measurements, rates and materials together in a calculator built around your rules.

Keep the next step in view

Track enquiries, site visits and job details without searching across separate notes.

Spend less time rewriting notes

Explore turning recorded notes into structured drafts, with review before they are used.

Understand first. Build with purpose.

A considered process, with clear scope and a working result you can review.

  1. 1

    Understand the work

    Walk through a real task. Identify the friction, the tools you already use and what a useful improvement would look like.

  2. 2

    Shape the solution

    Agree the scope and cost. Review a prototype, test the important details and refine the workflow together.

  3. 3

    Put it to work

    Check the agreed requirements, hand over instructions and ownership details, and define any ongoing support.

Clear from
the beginning.

Do I need to know exactly what to build?

No. Start with a task that takes too much time or creates repeated problems. We can explore the workflow and discuss the simplest suitable option.

Can you work with software we already use?

That is part of the assessment. We check existing features and supported connections before proposing a custom integration. Availability depends on the software and permissions involved.

Does every solution need AI?

No. A well-designed calculator, spreadsheet or simple app may be the right answer. AI is considered when it makes a particular workflow more useful.

How are projects priced?

Each proposal reflects the agreed scope, testing, revisions, handover and support needs. One-off work, recurring services and variable usage are itemised separately. Package prices are still being developed for this concept.

What happens after handover?

The proposal defines instructions, account ownership, recovery responsibilities and any agreed support. Ongoing maintenance is scoped separately, with clear inclusions and availability.

What would you like
to make easier?

A task, a bottleneck or a spreadsheet that has outgrown its job. That is enough to start.

Financialee
Small Business Solutions

Preview form. Prepare an enquiry draft; nothing is sent.

Package overview

A possible starting project

What we agree before building

Quoted to scope. Final deliverables, price, support and usage are agreed in a project proposal.