NICE TO KNOW

Different systems.
One triage layer.

Start with what your business already has.

OPTION A · FILE UPLOAD

Excel. Day one.

No IT needed. Start with an Excel file and a clear view of your debtors.

No one-size-fits-all process

Malcolm’s validation: so many simply have a “one size fits all single process”.

OPTION B · READ-ONLY API

Pastel / Sage / Xero. A read-only connection in 3–5 days.

Read-only · no accounting write-backDiscuss a connection

OPTION C · LAW FIRM WORKFLOW

Attorney Day1 auto pack. A documented handover, with the triage decision first.

Malcolm: “will keep you in mind as I connect with business owners”