Close faster. Report cleaner. Forecast with confidence.
We help lean finance teams automate the recurring work behind month-end close, management reporting, variance analysis, and executive dashboards — using governed data models, Power BI, SQL automation, and controlled AI agents. Built by a finance operator who has lived the close cycle, not a software vendor selling around it.
Built by a finance operator, not a software vendor.
Hands-on FP&A and accounting process experience — close cycles, ERP data, and recurring finance workflows from the inside.
Power BI, SQL, Excel, Python, and workflow automation — built, deployed, and maintained in production environments.
Management reporting, margin analysis, and variance commentary prepared for and presented to leadership.
AI applied only where it belongs — with human review, audit trails, and documented controls. No black boxes.
SOPs, data dictionaries, and training so your team owns the system after we leave. No dependency traps.
Your finance team is not slow. Your close runs on manual plumbing.
Enterprise planning platforms cost six figures and take a year to deploy. Excel models break the moment a controller leaves. Most finance teams are stuck in between — and it shows up the same way every month:
The 90-Day Close Sprint. Fixed scope, documented, measurable.
One focused engagement that maps your close and reporting cycle, automates the plumbing underneath it, and hands your team a documented, repeatable system. The target: a materially shorter close and reporting your leadership actually trusts.
Diagnostic first. Then a fixed plan with named deliverables.
The sprint begins with a diagnostic of your close, reporting stack, and data flows. You get a written scope — what gets automated, what gets rebuilt, what gets documented — before any build work starts. No open-ended consulting meters.
Close process map
A documented view of every close step: owners, systems, data sources, bottlenecks, and manual dependencies — the baseline everything else is measured against.
Governed reporting model
One version of truth behind dashboards, variance analysis, and leadership reporting. When Power BI and the workbook disagree today, this is what fixes it permanently.
Automated data pipelines
Scheduled workflows pulling from your ERP, Excel, CRM, bank files, or operational systems — replacing manual collection with pipelines that never miss a cell.
Power BI dashboard suite
Executive-ready dashboards for financial performance, close status, variance analysis, and exceptions — built on the governed model, so the numbers always tie out.
AI-assisted finance workflows
Controlled AI support for variance commentary drafts, anomaly detection, repetitive follow-ups, and narrative preparation — always with human review.
Documentation and handover
SOPs, data dictionary, ownership map, and team training. The system is yours — documented well enough that it outlives the engagement.
Real workflows we have automated for finance teams.
Not concepts — production systems. Each of these replaced hours of recurring manual work with pipelines and controlled automation your team can see, audit, and own.
AP email triage and invoice extraction
An automated pipeline that parses incoming AP emails, extracts unstructured invoice data, and loads it directly into a centralized database — eliminating manual data entry from the invoice process.
VAT reconciliation and month-end accruals
Reconciliation frameworks that instantly surface reporting discrepancies — including automatically isolating and bridging exact variances between gross-of-VAT and net-of-VAT figures to accelerate the close.
Executive margin analysis and financial reporting
Replaced manual spreadsheet compilation with a governed data model surfacing real-time margin analysis to leadership — including which customers and spending lines are lifting margin or driving its deterioration, down to detail level.
Daily AR cash posting automation
Scheduled pipelines that match bank files against open receivables and prepare postings ready for the ERP — so the team starts the day analyzing cash flow instead of keying in receipts.
Controlled tax determination agent
A strictly governed, AI-assisted workflow with human-in-the-loop validation that flags anomalies in tax coding and vendor compliance — ensuring clean data before month-end accruals are finalized.
Fully automated month-end close reporting
The entire month-end reporting pack, automated end to end: every close report refreshes from the governed model in real time as sub-ledgers post — the compile step eliminated entirely.
Where we use AI — and where we don't.
We deploy AI only where it belongs: repetitive drafting, exception flagging, variance commentary, data chasing, and workflow follow-up — always with human review and documented controls. AI never posts to your ledger, never publishes a report, and never replaces your team's judgment. The goal is fewer hours compiling, not fewer analysts.
Diagnose. Design. Build. Hand over.
A structured four-phase engagement designed to minimize disruption and land value early. No black boxes — you see every step, and your team learns the system as we build it.
Diagnose
We map your processes, systems, and data flows — finding the root causes behind reporting pain, not just the symptoms.
- Process map
- Pain-point heatmap
- Opportunity assessment
Design
We architect the target state: data model, automation logic, reporting framework, and AI workflow specs with controls — tailored to your org's reality.
- Target architecture
- Governance plan
- Fixed-scope roadmap
Build
We build in short, visible sprints — pipelines first, dashboards next, AI workflows last — so value lands every two weeks, not at the end.
- Automated pipelines
- Power BI suite
- Controlled AI workflows
Hand over
We document everything, train your team, and stay through two full close cycles — until the system runs reliably in your hands, not ours.
- SOPs and data dictionary
- Ownership map
- Two-cycle support
Best fit: lean finance teams doing heavy lifting by hand.
- Lean finance and accounting teams carrying an outsized reporting load
- Heavy Excel dependency and heavily manual recurring processes
- ERP data in place, but reporting on top of it is a struggle
- Close cycles that run longer than leadership can afford to wait
- Leadership wants dashboards but doesn't fully trust the data behind them
- Analysts spending more time compiling reports than explaining results
Especially useful for manufacturing, aerospace, distribution, and industrial companies — where ERP data, inventory, margin, purchasing, and operational reporting do not naturally line up, and someone has to make them.
What we do not do.
Half of trust is knowing what someone won't sell you.
- No dashboards on dirty data. We do not sell generic dashboards without fixing the data underneath them first.
- No black-box AI. We do not drop in AI tools without human review, audit trails, and documented controls.
- No consultant-only systems. We do not leave behind undocumented workflows that only the consultant understands.
- No forced platform migrations. We do not push a six-figure planning platform when your current stack can be made reliable first.
- No advice without implementation. We do not hand over a slide deck and leave the build to you.
Finance-native design. Real implementation. Documented handover.
Finance teams are drowning in data assembly while starving for insight. The technology to fix this exists — but most consultancies deliver tools without context, or advice without implementation.
We do both: FP&A and accounting workflow expertise, combined with modern data engineering and controlled AI, delivered by someone who has built the reporting model and presented it to leadership. We stay until the system is real, measurable, and owned by your team.
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a. Finance-native
We speak FP&A and accounting, not just tech. Close cycles, ERP data, accruals, and variance analysis from the inside.
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b. Implementation, not slideware
Pipelines, models, dashboards, and workflows that run in production — built alongside your team, in your environment.
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c. Controls first
Human review, audit trails, and governance designed in from day one — automation your auditors can live with.
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d. Ownership transferred
SOPs, data dictionary, training, and two-cycle support. Success is measured when the system runs without us.
Book a finance automation diagnostic.
A 30-minute working session, not a sales pitch. Walk us through your close and reporting stack; we'll tell you honestly where the biggest automation wins are, roughly what they're worth in hours, and whether we're the right team to capture them.