TECHNOLOGY
The tools aren't the problem.
The way they were built is.
We fix broken integrations, misconfigured ERPs, and close automation
that was promised but never delivered. Using what you already have.
DO THESE SOUND FAMILIAR?
Technology problems that show up as finance problems.
Month-end still depends on manual data transfers between systems
Billing, payroll, and the GL each hold a different version of the same number. Your team spends hours every month moving data between them, checking it, and correcting the mismatches. It is not a people problem, it is a structural one that compounds every close cycle.
Your ERP produces numbers you have to verify before you trust them
Transactions post to the wrong accounts. Reports require manual adjustment before they are usable. The chart of accounts has grown organically and no longer reflects how the business actually operates. Period close requires corrections that should not exist.
You have automation tools but the manual work has not gone away
The close checklist is still in a spreadsheet. Journal entries are still posted by hand. Reconciliations still take the same number of days. The tools exist but the processes around them were never redesigned to take advantage of what those tools can actually do.
Tell us what is broken in your tech stack. - We will tell you what is fixable and what it would take.
WHAT WE FIX
Five capability areas. Working software, not strategy decks.
01.
Close Automation
Orchestrated close task management, rule-based reconciliations, and automated journal entries. We reduce 14-day closes to 6-day closes by removing the manual steps that should never have existed.
02.
System Integrations
Validated data flows between billing platforms, payroll systems, operational tools, and the GL. No more spreadsheet bridges. Data moves automatically, reconciles automatically, and errors surface before they reach the GL.
03.
ERP Configuration & Optimisation
We work across Oracle EBS, Oracle Fusion/Cloud, NetSuite, Sage Intacct, Acumatica, Infor, and QuickBooks Online. The configuration work is the same regardless of platform, chart of accounts structure, intercompany setup, period-close rules, and the segment design that determines whether your reports are usable or not.
On reporting, we connect your ERP to Power BI, Tableau, Looker, or a structured Excel/Sheets layer. The work is not building dashboards, it is designing the data model behind them so numbers reconcile to the GL, roll up correctly, and need no manual adjustment before they reach a board.
04.
Reporting Automation
Board packages and management reports built once and refreshed automatically. Half a day of production instead of five days. Connected to source systems so numbers are always current and reconciled to the GL.
05.
Data Validation & Quality Routines
Automated validation rules that catch data quality issues before they reach the close: missing cost centre mappings, GL account misclassifications, inter-system reconciliation breaks, and duplicate transaction detection.
Top Questions
What clients ask before a technology engagement.
Do we need to buy new software?
Never. We fix what you already have. We have no vendor relationships and no incentive to sell you software. We get paid for the work, not the software.
How is this different from hiring an IT consultant?
IT consultants understand the technology. We understand both the technology and the accounting. A close automation built by someone who has never closed books tends to be technically correct but operationally wrong. We have run closes.
What systems do you work with?
- On the ERP and accounting side: Oracle EBS, Oracle Fusion/Cloud, NetSuite, Sage Intacct, Acumatica, Infor, QuickBooks Online, and Xero.
- For integrations and operational systems: Salesforce, HubSpot, Stripe, Gusto, ADP, and Rippling.
- For BI and reporting: Power BI, Tableau, Looker, and structured Excel or Google Sheets reporting layers.
That said, we can work on pretty much any technology stack. If your system is not listed here, bring it to the discovery call. We will review it, tell you honestly whether we are the right fit, and if we are not, we will say so before any engagement begins.
How long does a typical engagement take?
Diagnostics: 2 weeks. Integration or automation project: 4–8 weeks. ERP configuration: 6-8 weeks for a targeted fix, 3–6 months for broader cleanup. We scope before we start.
What happens if the automation breaks after you leave?
Everything we build is documented and maintainable without our involvement. We include 30-day post-delivery support for all fixed-scope technology engagements at no additional cost.
More questions? Click here to review our dedicated support page answering all the questions.
Ready to hand off your accounting? Let’s talk.
30-minute call is all it takes. We will tell you which model makes sense and what it would cost.