Fix the plumbing. Then wire it for infinite scale.
You cannot scale a modern business on manual data entry and disjointed spreadsheets. When transaction volume spikes, throwing expensive headcount at a broken process only creates more bottlenecks. I approach your finance department like an engineering function. We start by eliminating the manual friction in your Quote-to-Cash and close cycles. Once the foundation is flawless, we deploy embedded AI workflows to put your heaviest data lifts on autopilot.
Part 1
Before we add the engine, we have to fix the pipes. I engineer leaner, faster workflows using the tools you already have (NetSuite, Salesforce, Stripe) to completely eliminate manual data entry.
I dissect your 20-day close cycle and rebuild it into a continuous, audit-ready 5-day process by automating bank reconciliations, accruals, and sub-ledger tie-outs.
I design seamless data handoffs between your CRM and ERP. The exact second a deal is closed-won, the system automatically triggers invoicing, revenue recognition, and commission calculations without human intervention.
Finance does not operate in a vacuum. I bridge the gap between Sales, RevOps, and Accounting to ensure your data architecture is standardized with a unified tagging strategy across the entire organization.
Part 2
Once the baseline processes are locked and compliant, we introduce intelligent automation. We deploy AI nodes to handle the high-volume, low-judgment tasks so your CPAs can focus on strategy, not data entry.
Stop manually keying in vendor invoices. We implement optical character recognition (OCR) and machine learning tools to automatically read, code, and route invoices for one-click manager approval.
Instead of analysts hunting for discrepancies in massive P&L exports, we deploy AI workflows to scan your ledgers and automatically flag accounts that deviate from historical averages or budgets.
We integrate intelligent cadences that automatically chase down accounts receivable, applying payments directly to open invoices and reducing Days Sales Outstanding (DSO) with zero manual effort.
The Architecture
See exactly how we eliminate the friction between your sales, operations, and finance data.
The AE marks the deal "Closed-Won."
An automated email alerts Finance. An analyst opens the PDF contract and manually keys the data into the billing system.
The analyst exports the data to a massive, fragile Excel spreadsheet to calculate ASC 606 revenue recognition.
Vendor invoices arrive via email. Someone manually types them into the ERP and chases managers on Slack for approval.
A highly stressful 20-day month-end close prone to massive human error and audit risks. Your only option to scale is hiring more data-entry clerks.
The AE marks the deal "Closed-Won."
A webhook instantly pushes the perfect, pre-tagged contract data directly into NetSuite and Stripe. Zero human touch.
The ERP instantly generates a compliant, multi-element revenue amortization schedule the second the invoice is created.
Incoming vendor invoices are scanned via OCR. AI reads the invoice, codes it to the correct GL, and routes it for one-click approval.
A pristine, continuous 5-day month-end close. Your data is audit-ready in real-time, and your CPAs are focused on high-level strategy, not data entry.