Accounting & Finance Systems
You inherited a general ledger, three bolt-on tools, and a close process that lives in one person's head.
The problem
Why this keeps happening.
Finance systems accumulate. A GL from the early days, an expense tool someone liked, an AP automation trial that became permanent, and a reporting layer made of exports.
The close takes as long as it takes because the process was never designed — it was inherited, and each workaround was reasonable at the time.
The cost isn't just time. It's controls: manual journal entries nobody reviews, approvals granted over email, and a segregation-of-duties story that won't survive a first audit.
What we do
Capabilities.
- General ledger and accounting platform selection or replacement
- Chart of accounts design and dimensional reporting structure
- Close process mapping and acceleration, with a documented close calendar
- AP automation, approval workflow, and expense management rollout
- AR, billing, revenue recognition, and collections tooling
- Bank, payroll, payment, and ERP integrations with reconciliation controls
- Financial reporting, budgeting, and forecasting tool implementation
- Segregation of duties and approval-matrix design in-system
- Audit-ready documentation of financial system controls
- Finance team training and process documentation
Outcomes
What you end up with.
A shorter close
A designed close process with owners, dependencies, and dates — not a tradition.
Reporting from the system
Management reporting produced by the platform instead of rebuilt in a workbook every month.
Controls you can show
Documented approvals, access, and segregation of duties, ready before an auditor asks.
Signs you need this.
- The close takes more than ten business days
- Management reporting is assembled in spreadsheets
- One person knows how the month-end works
- Approvals happen in email or not at all
- You're preparing for a first audit, a lender, or a diligence process
Related
Often paired with.
Start with an assessment.
Two to four weeks, fixed fee. You end up with a current-state picture, a risk register, and a prioritized roadmap — whether or not you work with us after that.
Book a Technology Assessment