Modernize the operating model and the systems that carry it — process, ERP, EPM, data, automation, and AI. We work at every layer, from selection through go-live and steady state. We build; we don't just recommend.
Book Diagnostic Meeting →Every doubling of revenue means twice the workload — because the process is fundamentally manual. Growing companies hire analysts to fill in for architecture. That works until it doesn't.
QuickBooks and Sage carried you through the early years. Now consolidations, multi-entity accounting, real-time reporting, and audit demands are past what they can serve — but the migration to a modern ERP feels like a year of risk.
Sales in Salesforce, financial data in the ERP, ops data in five other tools. No one system tells the whole story, and stitching the answer together takes days.
You bought a bot license or workflow tool. It automated three processes and stalled — because no one owned the roadmap or the data cleanup that would have made the fourth work.
Every finance vendor's demo talks about AI. Almost none of it is deployed in your close, forecast, or reconciliations — because turning demo-AI into workflow-AI is real engineering.
Systems don't fix a broken operating model. We start with process, role, organization, and data — then bring the systems to match.
Rebuild the target-state finance function from the ground up — what each role owns, how work flows, where the handoffs happen.
Fix the foundation your ERP, reporting, and AI depend on — vendor master, customer master, chart of accounts, item master. The discipline that lets every downstream system tell the truth.
Design and stand up (or fix) a shared services or Global Capability Center function that delivers savings without dropping quality.
We work across all four. Most engagements start at one layer and expand as the foundation gets solid.
The foundation. ERP, FP&A/EPM, master data, and the data warehouse that connects them. Get this right and every layer above it works.
Where the FTE savings and speed gains actually come from — RPA, workflow, and rule-based automation woven into the close, P2P, and R2R cycles.
Done right, transformative — driver-based forecasts, anomaly detection, AI copilots for close and reporting.
Real-time dashboards, board and investor reporting, self-service analytics — the layer leadership actually uses.
Engagements run in three phases. The first is fast. The last one lasts as long as it takes for the new cadence to hold.
Read the current state — process, systems, data. Design the target operating model, technology stack, and roadmap. Get leadership aligned.
Redesign core processes, stand up new systems, migrate data and work, integrate automation and AI, and manage change. The heavy lift.
Stabilize the new function, tune the metrics, close remaining gaps, hand back to your leadership with the cadence holding.
Transformation work rarely fits one shape. It depends on where you're starting, what needs rebuilding, and how much of the stack you're touching. These are the shapes we run into most.
A single, well-bounded rebuild — the close, the reporting cadence, FP&A, or a specific process — designed, executed, and handed back with the new operating rhythm holding.
Best fit when one part of finance is clearly the constraint and leadership wants results this quarter, not next year.
Selection through go-live for a modern ERP — SAP (S/4HANA, ECC), Oracle (Cloud ERP, Fusion, NetSuite), or Microsoft D365 — or migration off a legacy platform (QuickBooks, Sage, SAP ECC, Oracle EBS) to a modern cloud ERP. Also covers FP&A/EPM platforms (Anaplan, Pigment, Vena, Workday Adaptive).
Best fit when the current platform can't be extended anymore, or when M&A/carve-outs have left multiple systems that need to consolidate.
Targeted automation for the close cycle, reconciliations, or a broken P2P/O2C flow — using your existing ERP plus a chosen automation layer, no platform replacement required. Or the next step up: production-grade AI for forecasting, anomaly detection, or document intelligence.
Best fit when the foundation is stable and the next leverage is speed of insight and reduced manual analyst work.
The full rebuild — target operating model, systems, data, organization, automation, and AI — sequenced across nine to fifteen months. Diagnostic first, then build, then a Hold phase where we stay through the change until the new cadence sticks.
Best fit when the finance function is fundamentally the wrong shape for the business and incremental fixes have stopped working.
That depends on your industry, revenue, entity structure, and complexity. Many of the companies we work with are on QuickBooks or Sage today and need to move up — usually to NetSuite or D365 in the mid-market band, sometimes directly to SAP S/4HANA or Oracle Cloud ERP if the business is larger. We work across the modern ERP landscape (SAP S/4HANA and ECC, Oracle Cloud ERP and Fusion, Oracle NetSuite, Microsoft D365) and the major EPM platforms (Anaplan, Pigment, Vena, Workday Adaptive). The right answer is about your data, your process, and your team's technical comfort — not about which platform has the best marketing.
Both. A large share of the mid-market work we scope is migration, not greenfield — moving off an aging SAP ECC to S/4HANA, consolidating ERPs after M&A, upgrading from Oracle EBS to Fusion or NetSuite, or moving from QuickBooks/Sage to a modern cloud ERP. Migration is its own discipline: data cleanup, cutover planning, parallel testing, and change management sit at the center.
In finance, a lot of it now. Two years ago most vendor AI was demo-only. Today, workflow AI for close, reconciliation, document extraction, and forecasting is production-ready — with real engineering to make it work in your environment. We can walk through what's ready today and what isn't.
Absolutely. Most engagements start at one layer. Close automation, a reporting rebuild, or an FP&A platform can all be scoped as standalone projects. We only recommend deeper work when there's a real payback.
Every technology project succeeds or fails on adoption. We plan change management into every engagement — user training, adoption metrics, and a hypercare period where our team stays close after launch. The system nobody uses is the same as no system.
A 30-minute call to pressure-test where you are and where the gaps are — no deck, no obligation.