Our Experience

Potamo combines experience from accounting, finance, banking, payments, procurement, enterprise technology and business transformation.

Our team has worked with small businesses, accountancy clients and multinational organisations, giving us an understanding of both practical SME needs and the governance required for larger transformation programmes.

This experience enables us to support clients across the full change lifecycle, including:

• Accounting and tax processes

• Making Tax Digital readiness

• Finance and invoice-process improvement

• Banking and payment systems

• ERP and accounting-system implementation

• Business analysis and requirements gathering

• Process mapping and operating-model change

• User acceptance testing

• Project delivery and stakeholder management

• Compliance Reporting

• Training and change adoption

Which Systems Do We Have Experience With?

Our experience includes widely used accounting, enterprise and business-process platforms such as Sage, SAP, QuickBooks, Xero, IRIS, CCH, PEGA, Nintex and Amdocs.

We do not believe that software should be selected before the business requirements are understood. We first assess your processes, users, data, controls and objectives, and then help determine what type of solution is appropriate.

Potamo is independent of individual software vendors. Unless specifically disclosed, references to software platforms describe professional experience and do not imply a formal partnership or endorsement.

How Our Experience Helps You

Our combined experience allows us to consider change from three connected perspectives:

Accounting and compliance: What information must be recorded, controlled and reported?

Business processes: How should people, responsibilities and workflows operate?

Technology delivery: What must systems provide, and how should the change be implemented and tested?

This joined-up approach helps reduce the gap between receiving advice and putting it into practice.