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/Internal tools for finance and professional firms

The work you do by hand, built to run itself.

We find the jobs your team repeats every week and every month, build the tool that does them, and train your people to use it. Reports, client documents, approvals and the data that moves between them.

Book a call How it works
4 documents, 2 signed off One run gathers the data, fills every document and records who signed each one off.

/What we do

The jobs that eat the end of every month.

If someone on your team does it by hand every month, we can fix that.

  1. 01

    Reports and decks

    Monthly reports, factsheets and presentations filled from one data refresh into your own templates. No copying numbers between Excel and PowerPoint.

  2. 02

    Approvals and sign-off

    A sign-off step built into the work, so everything that goes out has a record of who checked it and when.

  3. 03

    Client documents

    Review packs, proposals and letters drafted from the data you already hold, in minutes rather than an afternoon.

  4. 04

    Data between systems

    Spreadsheets, CRMs and inboxes kept in step, so nobody types the same figures into three places.

/How it works

From one call to a tool your team uses every day.

  1. 01

    Audit

    £250

    Screen-share calls with the people who do the work. You get a short report: three to five things worth automating, each with a rough cost and the time it saves.

  2. 02

    Build

    Quoted from the audit

    The tool, made to fit how your team already works, usually inside the software they already use.

  3. 03

    Rollout

    Included

    Training sessions with your team, written guides, and a check-in thirty days later.

  4. 04

    Support

    Retainer, as needed

    Fixes, changes and small additions.

Most consultants stop at a report. We build the tool and stay until your team is using it.

/Work

In progress

A London equity fund manager

Deck automation and compliance approval

Before
Factsheets and investor decks for a range of funds and share classes, rebuilt by hand in PowerPoint and Excel each month, then chased through compliance by email.
Building
Tools inside PowerPoint and Excel that fill the house templates with fund data, produce every variant from one refresh, and send each document through an approval step that records who signed off.
The aim
Days of production down to hours, with an audit trail compliance can point to.

/About

The person you speak to is the person who builds it.

I'm Max Kidd-May, a software and electronics engineer and a startup founder. MXJ Industries is where I build tools for other firms. I scope, build and support every project myself, with no account managers and no hand-offs.

I work remotely with clients anywhere, and take on a few projects at a time so each one gets proper attention.

Find out what your team could stop doing by hand.

Tell me a little about your firm and the work that takes the longest. I'll reply within a working day.

Book a call max@mxjindustries.com