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Services

Finance systems work, end to end

Focused engagements that implement, connect and automate the systems your finance team depends on — built to be maintained, not just delivered.

Odoo Implementation & Customization

We scope, implement and customize Odoo around real accounting workflows: multi-company structures, localized tax, analytic accounting and the approval flows your controllers rely on.

  • Clean chart of accounts and tax setup
  • Workflows mapped to your close process
  • Team trained on day-to-day operation

Accounting Automation

We identify the repetitive, error-prone steps in your ledger and automate them — bank feeds, recurring journals, document capture and reconciliation routines that hold up under audit.

  • Fewer manual journal entries
  • Faster, more reliable month-end close
  • Clear audit trail on every step

QuickBooks Integrations

We build and maintain integrations between QuickBooks and your billing, payments, CRM and operational systems — with sensible mapping, deduplication and error handling.

  • Single source of truth across systems
  • No duplicate or mismatched records
  • Sync you can monitor and trust

Stripe Reconciliation

We reconcile Stripe activity against your books, accounting for fees, refunds, chargebacks and currency so payouts tie out precisely and reporting stays accurate.

  • Payouts reconciled to the cent
  • Fees and refunds posted correctly
  • Reliable revenue reporting

ERP & Finance Systems Consulting

Whether you are choosing an ERP, untangling an existing setup or planning a migration, we provide practical, vendor-honest advice grounded in how finance teams operate.

  • A clear systems roadmap
  • Right-sized tooling decisions
  • Lower long-term operating cost

AI-Powered Finance Workflows

We design AI-assisted workflows for transaction categorization, document extraction and anomaly review, with clear confidence thresholds and human approval where it matters.

  • Faster transaction categorization
  • Less time on document data entry
  • Review focused on the exceptions
Let's talk

Ready to streamline your finance operations?

Book a consultation and we'll map the highest-impact systems and automation opportunities for your team — no obligation.