Move repeatable work
to systems.
Finance teams are the last function to automate what they do. Not because the technology isn't there — because no one has mapped the work clearly enough to hand it off. We do the mapping. We do the handoff.
Start with a conversation →What we automate
The work your
best people hate doing.
Close Automation
Journal entry templates, prepaid amortizations, accrual schedules, intercompany eliminations — we script the deterministic parts of your close so your team focuses on the judgment calls.
Data Mapping → Tableau
We take your ERP, GL, and operational data and build a clean mapping layer using Skimma-style methodology. The output: Tableau dashboards your CFO and PE sponsor can access on-demand — no analyst in the loop.
Reconciliation at Scale
Bank recs, intercompany, sub-ledger to GL — the monthly rituals that shouldn't require a human. We build the matching logic, automate the exception flagging, and let your team investigate only what doesn't match.
Variance Reporting
We build dynamic variance templates that pull actuals, populate prior period and budget comparisons, and flag threshold breaches automatically. No more "can you pull the June P&L variances" on a Friday.
FP&A Build-Out
Rolling 13-week cash, integrated 3-statement model, driver-based budget refresh — we build the model infrastructure once, connect it to live data sources, and make it self-updating.
Workflow Automation
AP approvals, T&E routing, PO match exceptions, period-end checklists — we wire the repetitive approval loops into your existing systems so nothing falls through the cracks and nothing waits on an inbox.
The data layer
Your numbers.
Live. Clean. Accessible.
Most PE-backed companies have great data locked in poor systems. We extract it, normalize it, and put it in front of the people who need it — operators, sponsors, board members — without an analyst touching it first.
- Operator dashboard — real-time KPIs, P&L, and working capital
- Board package — formatted, exportable, updated on every close
- PE sponsor access — Tableau viewer license, no spreadsheet transfers
- Alert layer — threshold breaches surface without anyone monitoring
How it works
Map. Build. Hand off.
Map the current state
We document every recurring finance task: who does it, what system it touches, what the input is, and what the output becomes. Everything is a candidate for automation until proven otherwise.
Build in your stack
We don't sell software. We build in the tools you already own — your ERP, your spreadsheet environment, your BI layer. The goal is no new SaaS dependency, no new vendor, no new ongoing cost.
Test against your real data
We run the automation through at least one full close cycle with your team watching. Every exception gets caught and handled before we call it done.
Document and hand off clean
Every automation comes with a runbook — how it works, what breaks it, and how to fix it. Your team owns it. We don't leave a consulting dependency behind us.
Ready?
Tell us what
your team keeps doing manually.
Bring us your most painful recurring task. The one that takes 3 days and shouldn't. We'll scope what automation looks like and what it frees up.
Book the conversation →