Finance, data and AI support built for established SMEs.
You've outgrown spreadsheets and disconnected tools. We help established small and mid-sized businesses build the financial and data foundation to keep scaling.
The challenge
Where things typically break down
Manual bookkeeping eats up your week
AP/AR, reconciliation and month-end close are still manual, and it's slowing your finance team down.
Reporting takes days, not minutes
Getting a straight answer on cash flow or performance means pulling numbers from three different systems.
Your systems don't talk to each other
Your accounting platform, CRM and operational tools all hold different pieces of the same picture.
You're making decisions on stale data
By the time a report reaches leadership, the numbers behind it are already a month old.
How we help
Packages built around where you are today
Financial Foundation
Get your accounting operations automated and under control.
- Bookkeeping & accounting automation
- Xero, QuickBooks or Sage integration
- Reconciliation workflows
Connected Reporting
One trusted source of truth for financial and operational reporting.
- Data warehouse foundation
- Power BI dashboards
- Automated recurring reports
Growth Ready
Add AI automation and analytics as you scale.
- Workflow automation
- AI-assisted document processing
- Marketing performance reporting
Relevant services
Where we typically start
Financial Accounting Automation
Automate accounting processes from entry to reconciliation.
Learn moreProof
Similar work
Connected financial reporting for a growing business
Finance closed the books using manual spreadsheet consolidation, which delayed reporting and introduced errors.
3x
Faster monthly reporting cycle
Automating accounts payable from invoice to reconciliation
Accounts payable was entirely manual, from invoice entry through approvals and reconciliation, creating delays and errors.
70%
Reduction in manual AP processing time
A single, trusted data warehouse for enterprise reporting
Reporting pulled from a dozen source systems with no shared definitions, so every team trusted a different number.
12
Source systems consolidated
Get started
Let's talk about where you are today.
Tell us about your goals and we'll help you find the right starting point.