Operating
1
min read

Systems first, software second

Pillr Advisory
·
July 15, 2026

New finance software gets bought to fix a broken process. It rarely does. Here's what has to happen first.

Insight
IN SHORT

New finance software gets bought to fix a broken process. It rarely does. Here's what has to happen first.

Technology doesn't fix a broken process. It automates the mess.

Most finance software gets bought at the moment a business is most tempted to skip a step. Month-end takes too long, so a new tool goes in to speed it up. Reporting is inconsistent, so a dashboard gets bolted on. The process underneath (who approves what, when data gets entered, how numbers get reconciled) stays exactly as broken as it was before, just faster and harder to unpick.

The system has to be right before the software goes in. That means agreeing the process first: what happens, in what order, and who owns each step, before anyone chooses a platform. Get that sequence backwards and you end up with expensive software running an undocumented process: the same mess as before, with a subscription attached.

This is the discipline behind Build: process and controls first, then the systems and reporting layer that lets a finance function run without one person holding it together. Software is the last step, not the first.

Written by
Pillr Advisory
The strategic finance firm for founder-led businesses.
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