Make finance and operational systems work together
The same fact lives in three systems with three values, and every report starts with a manual export.
What this means
This is the work between the ledger and everything else: ERP and accounting integrations, reconciliation, close, reporting, receivables, and the data layer underneath them. The standard is finance’s standard: results must tie to source, survive review, and remain explainable months later.
Problems this solves
- Reporting assembled by hand from multiple systems with inconsistent definitions
- Month-end reconciliation that consumes days and depends on one person
- Migration or integration projects where a successful upload is mistaken for correct data
- Finance workflows that need approvals and evidence that generic tools do not provide
Systems we build
- ERP and accounting integrations with control totals
- Reconciliation with matching tolerances, review queues, and evidence
- Receivables and collections workflows with approvals
- Close workflows, evidence linkage, and multi-entity reporting
- Transaction matching and duplicate detection
- Data pipelines and operational data models
- Reporting layers with documented definitions that reconcile to the ledger
- Migration validation and repeatable reruns before cutover
- Source systems
- Mapping + control totals
- Transform
- Reconciliation
- Exception review
- Reports + audit trail
Who this is for
- Controllers, CFOs, and finance leaders accountable for the numbers
- Operations leaders whose reporting depends on exports and memory
- Multi-entity organizations reconciling across systems
- Teams preparing for an ERP or accounting platform change
Common integrations
- ERP and accounting platforms
- Banks, payment processors, and operational platforms
- Property, service, and billing systems
- PostgreSQL, SQL, and existing data warehouses
- Power BI and spreadsheet consumers, where they belong
How an engagement works
- 01Start from the number that must be trusted and trace it back to its sources
- 02Define control totals, tolerances, and the review path before building
- 03Implement with validation at each stage and rejected-record handling instead of silent drops
- 04Prove the result against source truth, then operationalize it with the finance team
Controls and validation
- Source-to-target reconciliation with control totals
- Every figure traceable to the document or system it came from
- Human approval for sensitive communications and postings
- Audit trails as a default, not an add-on
What you receive
- A running integration, reconciliation, or finance workflow
- Reconciliation reports proving the data moved correctly
- Evidence and audit-trail structure
- Reporting your management and auditors can follow
What this does not promise: No tax filing, audit opinion, assurance work, custody of funds, or regulatory certification. This is systems engineering for finance, not accounting services.
Products with this capability
- Finance Operations SoftwareFinance / Operations
- Reconciliation & Transaction MatchingReconciliation / Finance
- Forecasting & Scenario PlanningForecasting / Finance
- System Integration & Data MigrationIntegration / Migration
Engineering behind it
Questions buyers ask
Do you replace our accounting system?
Almost never. The work is the layer around it: integrations, reconciliation, validation, and reporting that make the system you own more useful and more trustworthy.
How is a migration proven correct?
Control totals at each stage, rejected-record handling with reasons, and post-migration reconciliation against the source. A successful import is not accepted as evidence.
Can you work inside our controls?
Yes. Access is scoped, approvals stay where they belong, and the system is built to produce the evidence your controls and auditors expect.
What about our existing reports?
They are usually the destination, not the problem. Reporting tools stay; the work is the data, definitions, and reconciliation underneath so the reports can be defended.