Practice
Finance operations, automated without losing control.
We automate the painful manual work in a business: the close, the back office, and the operational loops around them, with a person always in the loop.
What we automate
Monthly close
We automate the data pulls, matching, and reconciliation prep that consume most of a close.
AR and collections
We automate invoicing, aging, and collections outreach so nothing slips through.
AP and vendor management
We automate bill entry, coding, and approval routing across your vendor base.
Reconciliation and reporting
We automate bank and account reconciliation and assemble the reports your team reviews.
Beyond the back office
Quoting and estimating
We automate the RFQ-to-quote loop: intake, costing inputs, and quote assembly, with every quote reviewed before it goes out.
Customer order entry
Customer POs read, checked, and entered into your ERP without rekeying, flagged for a person when something does not match.
CRM upkeep
Customer and pipeline records created, enriched, and kept current in your CRM, without anyone retyping.
Marketing content and outreach
Drafts, follow-ups, and the manual steps of outreach automated; a person approves everything before it leaves the building.
Market research and target lists
New-market research distilled into a briefing your sales team can act on, plus qualified target lists for products you already make but undersell.
The list is not fixed. Every engagement starts the same way: we sit with your team, find where the manual work hurts most, and automate that.
A human stays in the loop
Nothing automated goes out the door unreviewed. Quotes, invoices, reports, and outreach all pass a person before they matter.
That is the point of the design. People are too important to spend on data entry and file gathering. We want them reacting to a good output and making it better.
Why it works
We run these systems in our own practice and in client engagements, not just as a pitch.
Automation is the reason a lean senior team can deliver the throughput of a much larger firm.
The proof: our most recent build cut the close from the most painful week of the month to a button and a few bank recs, with the books closed in five days.
Automation absorbed the necessary work that adds little value. That time went back into the work that does: a management pack that moves with the month.
Engagements
Assessment
We map your current finance stack and identify where automation saves the most time.
Build
We design and implement the systems: integrations, workflows, and the controls around them.
Operate
We run the systems on your behalf, or hand them off to your team fully trained.
Discuss your situation in confidence.
A 30-minute conversation with our principal, no preparation required. If we are not the right fit, we will say so and point you to someone who is.