We map how your finance function actually works today, connect the systems that should already be talking to each other, and automate the steps that do not need a person. Then we document it so it stays fixed.
An illustrative example of a typical rebuild for a small distribution business on QuickBooks and NetSuite processing a few hundred invoices a month. Timings are per invoice and indicative.
Paper and PDF invoices, three inboxes, approval by email, keyed into two systems.
One intake address, AI capture and coding, approval in Slack, NetSuite as the single source.
Most engagements start with one of these and expand once the first fix has paid for itself.
Discuss your workflowAccounting software, ERP, CRM, payroll and e-commerce platforms connected into one flow. No batch files, no re-keying, one system of record.
AI invoice capture, three-way matching, approval routing, payment scheduling and collections sequences that follow up without anyone remembering to.
Multi-entity and multi-currency consolidation, high-volume transaction processing, legacy data cleaning and custom pipelines so your reporting tools receive data they can use.
We document the current state, find the bottlenecks and hand-offs, design the future state and write the SOPs your team will actually follow.
Automated P&L, balance sheet and cash flow with AI-written variance commentary, KPI dashboards in Power BI or Looker Studio, and board packs that build themselves.
Most rebuilds fit this shape. Larger ERP integrations run longer, and we tell you that at the review stage rather than after.
Two working sessions with your finance lead. We map every step from document arrival to reconciled ledger, time each one and list the systems involved.
You get a one-page before/after map like the one above, the tooling we propose, the hours it removes and a fixed price. No commitment until this point.
Integrations configured, automations tested against real invoices and payouts, exceptions routed to the right people. We run old and new in parallel for one cycle.
Written procedures, a recorded walkthrough and a 30-day support window. Most clients then move onto a bookkeeping package so we keep running it for them.