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CSP Success Stories: From Operational Chaos to Scalable Compliance

Private Equity CSP London • 380 Portfolio Companies

Challenge: 287 Filings Due in a 3‑Week Window

“We manage company secretarial services for 12 PE funds—380 UK portfolio companies total. In February 2024, we faced 287 simultaneous HMRC deadlines. Our previous provider processed files sequentially and quoted 6–8 weeks turnaround. At £85/filing average, cost was £24,395— and we would miss half the deadlines.”

Solution Deployed
  • Bulk Excel upload (287 entities in one file)
  • API integration with Inform Direct
  • Group structure mapping for 14 groups
Results (Feb 2025)
  • All 287 files delivered in 48 hours
  • Total cost: £14,350 (41% savings)
  • Zero HMRC rejections
  • 15 staff hours saved (vs. manual upload)
“The multi‑entity dashboard was game‑changing. We could track all 287 filings in real‑time, filter by fund or deadline, and export status reports for our PE clients. This is now our only iXBRL provider.”
— David Chen, Operations Director
Multinational CSP Manchester • 1,200+ UK Subsidiaries

Challenge: 35 Multinational Groups with Inconsistent Reporting Formats

“We provide company secretarial services for 35 multinational corporations—1,200+ UK subsidiaries. Each group prepares accounts differently (Word, Excel, bespoke formats). Manual data entry was killing us—22 staff days/month spent on iXBRL work. Previous provider charged £95 per filing, totalling £114,000 annually.”

Solution Deployed
  • SFTP auto‑import (35 client folders)
  • AI format detection (Word / Excel / PDF)
  • Custom client‑code billing mapping
  • Consolidated monthly invoicing
Results (12 Months)
  • Annual cost: £60,000 (47% savings)
  • Processing time reduced to 6 days/month (from 22)
  • Billing reconciliation: 2 hours (vs. 20 hours)
  • Gained 2 new multinational clients
“The consolidated invoicing alone saved our finance team 18 hours every month. But the real win was SFTP auto‑import—our staff now focus on high‑value advisory work instead of manual data entry.”
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We deliver three solutions: iXBRL filing, UKSEF compliance, and ESG reporting. Ready for 2027 mandatory software filing. Our team responds to your questions within 30 minutes during business hours (Mon–Fri, 09:00–17:30).

40–60% lower cost. 30-minute support response. 48-hour delivery.

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