ERP and CRM, dashboards, automation, and AI, implemented for the finance function, not for the demo.
Think
Choose the right platform for the right reasons.
- Digital & platform roadmaps: as-is map, to-be architecture, 12-month plan
- ERP/CRM selection & business case: requirements, RFP, TCO
- Data strategy & governance; KPI trees & BI roadmaps
- AI use-case portfolios with guardrails and risk frameworks
Technology here exists to serve the finance function and the decisions behind it, not the demo.
Transform
Implementations that stick.
- ERP/CRM implementation: PMO, configuration, UAT, training, cutover
- Integration builds: APIs, iPaaS, error handling, monitoring
- Low-code & RPA automation of repetitive finance and ops tasks
- Data pipelines & warehouse builds; executive dashboards; forecasting models
Controlled go-lives with the accounting logic done right the first time, because the implementers also understand the ledger.Packaged: AI for Finance Ops →
Operate
Keep the platforms and models honest.
- Platform admin & release management for ERP/CRM
- Integration & automation ops: monitoring, retries, incident logs
- DataOps & BI enhancements under refresh SLAs
- Model monitoring & retraining cycles
Dashboards that stay current and models that stay honest, month after month.
A worked example
A common first automation: three-way invoice matching (purchase order, goods receipt, vendor invoice), previously done by hand and running to several hours a week, rebuilt as a low-code workflow that matches automatically and routes only genuine exceptions (a mismatched quantity or price) to a human for review. The guardrail is the exception routing itself: the automation never approves a payment on its own, it only clears the matches that don't need a human decision.
Common questions
Do you implement ERP or CRM systems, or just advise on which one to buy?
Both. The Think stage covers platform selection, business case, and total cost of ownership; the Transform stage is the actual implementation: PMO, configuration, UAT, training, and cutover, done by people who also understand the underlying accounting logic.
What does “AI use-case portfolios with guardrails” mean in practice?
It means AI initiatives are scoped against a risk framework before they’re built, not bolted on afterward: matched to actual finance-function decisions, not built for a demo.
Who keeps the dashboards and models accurate after go-live?
The Operate tier (platform admin, integration monitoring, DataOps, and model monitoring and retraining cycles) under a refresh SLA, so dashboards and models don’t quietly drift out of date.
Systems that make the numbers trustworthy.
ERP and CRM, dashboards, automation, and AI guardrails.
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Five business days from first conversation to a written, fixed-fee proposal. The cost is known before the work begins.