TECHNOLOGY
We don't just keep your books.
We build the systems that
keep them clean.
Most startup accounting firms stop at the ledger. We connect your Stripe, Brex, Ramp and payroll into it, automate the close,
and make your reporting refresh itself. Built by people who have run the close and engineered the systems behind it.
DO THESE SOUND FAMILIAR?
Technology problems that show up as finance problems.
Your numbers are weeks behind reality
Your books close long after the month ends. By the time you see runway, the data is already stale. Stripe, your bank, payroll and the ledger each tell a slightly different story, and someone reconciles them by hand. A growing startup cannot run on numbers that are three weeks old.
The investor update is rebuilt by hand every month
MRR, burn, runway, headcount. Pulled from four tools, pasted into a deck, checked twice, and still occasionally wrong. The same report, rebuilt from scratch, every single month. Those are hours your team should not be spending.
You have tools, but the manual work has not gone away
You bought the software. The close checklist is still a spreadsheet. Entries are still posted by hand. Nobody redesigned the process around the tools. So you are paying for automation and still doing the work.
Tell us where the manual work is. - We will tell you what is automatable and what it would take.
WHAT WE BUILD
Five things we deliver. Working systems, not strategy decks.
01.
Automated data flows
Validated connections from Stripe, your bank, billing, payroll and expense tools straight into the ledger. No more spreadsheet bridges. Data moves automatically, reconciles automatically, and errors surface before they reach your books.
02.
Close Automation
Orchestrated close tasks, rule-based reconciliations, and automated journal entries. We turn a slow, manual close into a fast one, so your numbers are current when you need them, not weeks later.
03.
Investor and board reporting, automated
Your investor update and board pack built once and refreshed automatically. MRR, ARR, burn, runway and KPIs, always current and reconciled to the ledger. Half a day of production instead of five.
04.
System migrations and setup
Outgrowing QuickBooks? We migrate you to NetSuite or Sage Intacct cleanly, with the chart of accounts and close process designed right the first time. We also wire your cap table, expense and payroll tools to the ledger. We handle enterprise platforms like Oracle Fusion too, for when you scale into them.
05.
Data validation and quality routines
Automated checks that catch problems before the close: misclassified transactions, reconciliation breaks, duplicates, missing mappings. Clean data in means a data room that survives diligence.
Top Questions
What clients ask before a technology engagement.
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.
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.
- 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.
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.
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.