01FOUNDATION
Accounting
The foundation: accurate books and controlled accounting processes.
FOUNDATION01
Enterprise transformation partner
Transforming finance. Connecting data. Engineering intelligent business.
Finance, data and AI — modernized for SMEs and startups, without the overhead of a full in-house team.
Data & Analytics
Unified dashboards and governed data models that turn raw systems into one source of truth.
Forecast accuracy
Connected
ERP
Synced
Reporia & Chartedly
Financial Services & Intelligence
Connecting finance, accounting and technology into one intelligent business operating model.
01Operating model
02INTELLIGENCE
Finance
Financial intelligence: planning, forecasting and strategic insight.
INTELLIGENCE02
03ENABLEMENT
Technology
Enablement: the platforms and infrastructure everything else runs on.
ENABLEMENT03
Our approach
From complex systems to clear decisions.
Fragmented systems, manual reporting and disconnected data slow the business down. We bring finance, data and operations into one connected operating model.
Our five-step approach: Connect → Modernize → Automate → Analyze → Optimize
- 1
Connect
Systems & data
- 2
Modernize
Architecture
- 3
Automate
Workflows
- 4
Analyze
Performance
- 5
Optimize
Decisions
Solutions portfolio
Solutions built around your business.
Transformation is not a collection of isolated tools. It's a clear, connected path from operational complexity to meaningful performance.
01
Finance & ERP
Modernize financial operations, planning, performance management and ERP reporting.
- FP&A
- ERP reporting
- Finance controls
02
Data & Analytics
Create trusted data platforms, semantic models and decision-ready enterprise analytics.
- Power BI
- Microsoft Fabric
- Lakehouse
03
AI & Automation
Turn repeatable work into intelligent workflows, insight engines and decision systems.
- AI agents
- Forecasting
- Workflows
04
Digital Engineering
Build connected business applications, portals, integrations and modern data products.
- Applications
- APIs
- Modernization
Data & AI architecture
One enterprise intelligence layer.
From source systems to executive action, we architect the infrastructure for trusted decisions at every level of the business.
Data and AI architecture: Business systems → Data integration → Lakehouse & semantic model → Analytics & AI
Business systems
Where data originates
- ERP
- CRM
- Operations
- APIs
- Excel
Data integration
Pipelines · quality · governance
Lakehouse & semantic model
A scalable, trusted foundation
Analytics & AI
BI · forecasting · agents · decisions
Signature offerings
Two names. One connected platform.
Reporia
Intelligent financial planning & performance.
Budgeting, forecasting, scenario planning and financial intelligence — connected to the systems your finance team already uses.
- Plan
- Forecast
- Perform
Chartedly
Automated reporting for the modern enterprise.
Turn ERP data, spreadsheets and operational systems into the management reporting your teams can rely on.
- Automate
- Report
- Trust
Technology ecosystem
Built on modern enterprise technology.
We select and integrate technologies around your needs, then make the experience feel like one coherent system.
Analytics
- Power BI
- Tableau
- Microsoft Fabric
Cloud
- Azure
- Data Factory
- Synapse
Data
- SQL Server
- PostgreSQL
- Databricks
ERP
- SAP
- NetSuite
- Dynamics 365
Automation
- n8n
- Power Automate
- API workflows
Tools & platforms we work with
- Power BI
- Microsoft Azure
- Xero
- QuickBooks
- Sage
- SAP
- Oracle NetSuite
- Dynamics 365
- Tableau
- Databricks
- Meta
Selected work
Complex challenges. Practical impact.
Manufacturing
Modernizing analytics with Microsoft Fabric
Legacy, siloed data warehouses were slow to query and expensive to maintain across multiple production sites.
Read the case studyStart a conversation
Ready to transform the way your business works?
From financial reporting and ERP modernization to enterprise analytics, AI and intelligent automation — we help you build what comes next.