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IntelliCognit

Financial Workflow Services That Actually Work

We've spent years figuring out what makes financial operations run smoothly. Not through theory, but by working directly with businesses that need real solutions—not more software they'll never fully use.

Talk About Your Workflow
Financial workflow optimization consultation session showing process mapping and analysis

Workflow Analysis & Optimization

Most finance teams waste hours each week on tasks that could take minutes. We map your current processes, find where time disappears, and build a realistic plan to fix it.

  • Complete documentation of how financial data actually moves through your organization—not how your systems say it should work
  • Identification of manual tasks that create bottlenecks during month-end close or reporting periods
  • Practical recommendations based on what we've seen work in similar operations across Bulgaria
  • Timeline estimates that account for your team's bandwidth and learning curve
  • Follow-up support during implementation to adjust when reality doesn't match the plan

The goal isn't perfection. It's making your finance team's workday less frustrating while improving accuracy where it matters most.

Who Handles Your Project

We're a small team, which means you'll work directly with the people who do the actual analysis and implementation—not junior staff reading from scripts.

Dimitar Georgiev, senior financial systems consultant

Dimitar Georgiev

Financial Systems Lead

Spent twelve years implementing ERP systems before realizing most companies needed simpler solutions first. Now focuses on helping businesses understand their current workflows before adding new technology. Based in Sofia, works with manufacturing and distribution clients throughout Bulgaria.

Stanislav Valchev, process automation specialist

Stanislav Valchev

Automation Specialist

Former accountant who got tired of repetitive data entry and learned to automate it. Now helps finance teams build spreadsheet macros and simple scripts that save hours each week. Prefers practical fixes over complex enterprise solutions that take months to deploy.

How We Approach Each Project

1

Listen First

We spend time watching how your team actually works, not just reviewing org charts and system documentation that might be outdated.

2

Start Small

Focus on one problematic process rather than trying to overhaul everything at once. Build confidence before tackling bigger changes.

3

Stay Involved

Check in regularly during implementation to troubleshoot issues before they become expensive problems. Adjust the plan when needed.

What Working Together Looks Like

Every business operates differently, but most projects follow this general pattern. Timeline depends on your team's availability and how complex your current setup is.

1

Discovery & Assessment

We start by mapping your current financial workflows through interviews with your team and observation of their daily tasks. This usually takes two to three weeks depending on your operation's complexity.

You'll receive a detailed report showing where time is spent, which processes cause the most frustration, and where errors typically occur. We prioritize opportunities based on impact and implementation difficulty.

2

Solution Design

Based on assessment findings, we develop specific recommendations with clear implementation steps. Some solutions might involve new tools, others just better procedures or simple automation.

We present options with realistic time and resource estimates. You decide which changes make sense for your business right now. Not everything needs to happen immediately.

3

Guided Implementation

We work alongside your team to implement agreed changes, providing training and documentation as we go. Implementation usually happens in phases to minimize disruption to ongoing operations.

Regular check-ins help catch issues early. We adjust the approach when something isn't working as expected—which happens more often than anyone likes to admit in consulting proposals.

4

Review & Optimization

After changes are in place, we monitor results and gather feedback from your team. Some adjustments are usually needed once people use new processes in real working conditions.

Final deliverables include updated documentation, training materials, and recommendations for future improvements once your team is comfortable with current changes.