Financial workflow,
seen from the
inside.
Before any commitment, you get a structured look at how Tapysiy works with your specific financial setup. Not a demo. Not a slideshow. A real working session shaped around your actual processes.
Four ways to start, depending on where you are right now
Each tier reflects a different level of complexity - pick the one that matches your current financial structure, not where you'd like to be.
Tier 01
Orientation
- 60-minute scoping call with a specialist
- Review of your current workflow structure
- Written summary of identified friction points
- No tools configured or integrated
Tier 02
Working Session
- Two 90-minute deep-dive sessions
- Live mapping of your reporting and approval flows
- Preliminary recommendations with implementation notes
- Priority scheduling within 5 business days
Tier 03
Audit Sprint
- Full week of structured workflow analysis
- Document review and process gap identification
- Detailed written audit with prioritised findings
- One follow-up call to discuss the report
Tier 04
Extended Trial
- Four weeks of active specialist engagement
- Hands-on configuration of one workflow area
- Weekly check-ins with progress documentation
- Full transition plan delivered at month end
What actually happens next
Each trial follows the same sequence - not because it's templated, but because the order matters. Skipping steps tends to produce recommendations that don't hold up in practice.
Confidentiality
All financial data shared during a trial session is handled under a signed NDA before the first call. Nothing leaves the engagement without explicit written consent.
-
1
You describe the current state
Before any analysis begins, a specialist listens. You walk through your existing processes - how invoices move, how approvals happen, where things slow down or get manually corrected. The goal is to understand the actual workflow, not the idealised version of it.
-
2
We map the friction, not just the gaps
Most workflow problems aren't missing steps - they're steps that exist in the wrong sequence or at the wrong frequency. The mapping phase identifies where time is being spent unnecessarily, which handoffs create delays, and which controls are duplicated without adding value.
-
3
Findings are written down, not presented verbally
Every trial session ends with a written output - structured findings, not slide decks. This gives you something to share internally, to refer back to, and to compare against future changes. Verbal summaries tend to get misremembered within a week.
-
4
The next step is yours to decide
At the end of the trial, there's no automatic upsell or follow-up pressure. The written output stands on its own. If it's useful enough that you want to continue, you'll know. If it isn't, that's honest feedback about fit - and that's worth knowing too.