What we do
Finance systems work that’s led by finance, not by IT.
ERP implementation and finance data migration
Migrations fail in the mapping, not the loading. We take legacy finance data (master data, general ledger, fixed assets, AR, AP) and get it into the new system accurately, with mapping rules finance can understand and sign off.
Includes: legacy to target data mapping · ETL models for GL accounts and financial dimensions · multi-entity migration at scale · reconciliation and validation · legacy data access after cutover.
Platforms: SAP · NetSuite · Dynamics 365 · Dynamics AX · Xero · SunSystems
Finance data warehousing and reporting
We design and build finance data warehouses and the reporting layer on top. Platform agnostic, chosen to fit the finance function rather than the other way round.
Financial data alone rarely tells the whole story. We bring operational and commercial data into the same warehouse, so the business works from one reporting solution instead of reconciling several.
Includes: data warehouse design and build · ETL/ELT pipelines from finance and operational systems · dimensional models built around the chart of accounts · integration of non-financial data sources · management reporting and dashboards · Excel front-ends for finance users.
Month-end close acceleration
Closes get slow when the same manual work happens every month. We find it and remove it.
Includes: close process review · automated board packs · KPI and management reporting · consolidation and intercompany reporting · reduced close timetables.
Finance process automation
The routine tasks that consume a finance team’s month (reporting, distribution, data movement, reconciliation prep) largely don’t need a person doing them.
Includes: Power Automate workflows · VBA and Python automation · automated report production and distribution · system to system data flows.
Financial controls and reconciliations
Clean data and controls that hold up. Balance sheet reconciliations, VAT control accounts, intercompany, and cross-system data integrity between finance, warehouse and retail systems.