Core Finance & Operations Services
Our deepest craft is finance-grade automation, and we apply the same rigor to operations and administrative flows when they are rules-based and systems-accessible. Our work spans SAP, Workday, NetSuite, Ariba, Lawson, Hyperion, and advanced Excel, VBA & Power Query solutions across manufacturing, utilities, healthcare, and financial services. See dedicated pages for manufacturing finance & ops, oil & gas, healthcare finance & ops, insurance, and utilities, small and growing businesses, or the full industries overview (every sector has A&F and operations pain we can map).
Forge Quick Wins
Fixed-price, fast-turnaround finance automation. Spreadsheet rescues from $750, report automation, and fractional sprints. Built by a CPA-trained finance veteran, delivered AI-fast, with a QA tie-out on every job. Start with a free 15-minute triage call.
Learn More →Automation Assessment
Data-driven process scoring, ROI projections, and prioritized automation roadmaps for finance, accounting, and operations teams, especially where work touches month-end, master data, or handoffs into finance.
Learn More →Accounts Payable Automation
End-to-end AP automation services. Invoice capture, three-way match, approval routing, vendor master sync, and ERP posting. Implemented around your existing ERP. No new SaaS subscription required.
Learn More →Treasury Automation
Daily cash positioning, cash flow forecasting, bank reconciliation, liquidity management, and wire and payment automation. Built around your banks, your TMS, and your ERP. No full TMS rollout required.
Learn More →Intelligent Document Processing
Stop keying data off invoices, receipts, and PDFs. AI classification, invoice OCR, line-item extraction, validation against your data, and clean output into your ERP. Built with Azure Document Intelligence.
Learn More →Finance & Operations Process Automation
Transform complex finance and adjacent operations processes into reliable automation using advanced Excel, VBA, Power Query, and targeted RPA tools.
Learn More →ERP Data Migration
Clean, accurate data conversion for Workday, SAP, NetSuite, Ariba, Lawson and other systems with full reconciliation and validation, finance-owned and operations-sourced data when your security model allows.
Learn More →Process Mining
Discover how finance and operations processes actually work. Identify bottlenecks, exceptions, and high-ROI automation opportunities using real transaction and event data.
Learn More →BPM Modernization
Modernize aging workflow engines and manual back-office processes. Process orchestration, business process automation, hyperautomation, and selective low-code, shaped to your process rather than to a product.
Learn More →Audit Automation
SOX and internal audit automation. Evidence collection, full-population control testing, work paper assembly, and continuous monitoring, fed into your GRC tooling so your team focuses on judgment, not data gathering.
Learn More →Data Lake for Multi-Unit Operators
Unified operational reporting in your cloud, for multi-unit franchisee groups. POS, payroll, accounting, scheduling, inventory. Modeled, reconciled, and owned by you in Microsoft Fabric or Google BigQuery.
Learn More →Ready to Reduce Manual Finance & Operations Work?
Book a free 30-minute discovery call. We will help you identify the highest-ROI opportunities in your month-end close, AP, reporting, and governed operational handoffs.