See where margin, control, and visibility are leaking - before Finance does.
Magnetis runs a controlled diagnostic for owner-led companies. We review a limited, client-approved sample of operational records - registers, exports, and selected evidence - and show where margin leakage, approval gaps, and reporting blind spots are repeating inside the business.
Most margin does not leak in one big mistake.
It leaks in small, repeated patterns the reports do not surface.
A supplier invoice arrives 12% above the original purchase request. A site team starts work before approval comes back. A client asks for a change in a meeting and nobody writes the variation. Finance flags it three weeks later, after the cost is already committed.
Each gap is small. Across a quarter, they are not.
Owners usually sense this is happening. The question is where, how often, and how much.
signals
A controlled diagnostic that shows what the reports cannot.
The Owner Visibility Diagnostic is a structured review of a limited operational sample - usually one month, one project group, or one operational area.
We start with registers and exports. We then request a small, selected evidence sample only where patterns appear.
We are looking for repeated commercial-control gaps, approval risks, money-leakage signals, reporting blind spots, responsibility gaps, and places where automation would actually solve a real process problem.
The findings are evidence-based and human-reviewed.
What we look at
The operational evidence base.
- Invoice registers
- Purchase order / PR registers
- Variation & change-order logs
- Budget tracker exports
- Held-invoice exception lists
- Client escalation logs
- Approval SOP & process rules
What we find
Repeated commercial patterns.
- Margin leakage signals
- Approval risks
- Reporting blind spots
- Responsibility gaps
- Manual work leaks
- Client communication breakdowns
- Realistic automation opportunities
What you get
An owner-level report.
- Executive snapshot
- Top findings with evidence
- Estimated financial exposure
- Operational & client impact
- 30-day priorities
- 90-day implementation roadmap
- Next data needed
Five steps. The first one needs no documents.
Fit call
A conversation. We understand how the business runs - approvals, suppliers, client changes, reporting. If there is no fit, we say so on the call.
Scope selection
We pick a small, defensible scope together - one recent month, one project group, or one operational area. A controlled pilot tells the truth faster than a sprawling one.
Register review
The first data request is structured exports your finance or operations team already produces. Lists, not source documents. No documents, no emails, no passwords.
Selected evidence
Only where patterns appear, a small selected evidence sample - specific invoices, connected POs, approval notes, change orders. You approve every item before it leaves your environment.
Owner report & action plan
We walk you through findings, evidence, exposure, fixes, automation opportunities, and a 30/90-day plan. Built to be acted on with or without us.
See the report before you commit.
You do not need to take our word for what an owner report looks like. The Sample Report shows the structure, the depth, and the type of findings - based on a representative project-based company scenario.
Built for owner-led, project-based companies.
Magnetis works best with companies that have projects, suppliers, approvals, client communication, invoices, and operational reporting all happening in parallel - where the owner suspects visibility is slipping but cannot prove where.
The four lines we do not cross.
Not a financial audit
We do not certify accounts. We surface operational evidence that gives you commercial clarity.
Not generic AI automation
We do not start with a software pitch. We start with where the business is leaking.
Not employee monitoring
We look at processes and evidence, not people. Findings are about the system, not blame.
Not full-access scanning
No passwords, banks, inboxes, or system credentials. The pilot runs on a controlled sample.
What we will and will not ask for.
The single biggest concern owners raise is the data itself. This is exactly what is - and is not - required.
- Bank access of any kind
- Passwords or login credentials
- Full system access (ERP, accounting, CRM)
- Full email inboxes
- HR or salary records
- Personal information about employees
- Anything outside the agreed scope
- NDA signed before any data is shared
- You choose what to share, when, and how
- Sensitive details can be redacted
- Data used only for the agreed scope
- Not used for model training
- Returned or deleted at engagement end
- Human-reviewed, not auto-generated
Start with a conversation. No files. No commitment.
A 30-minute diagnostic call is enough to tell whether this is relevant to your business. If it is, we will scope the smallest useful pilot. If it is not, we will say so.