17 platforms implementedData migration & integrationsControls built in

Selection · Configuration · Migration · Integration

Finance system implementations, led by people who use them

We implement the systems your finance team runs on and connect them so the numbers flow. Our team has implemented ERP, billing, payments, procurement, spend, equity, payroll and communications platforms as finance operators, so each one is set up for the close, controls and reporting from day one.

Schedule a consult See the AI Finance Suite

Free 30-minute consultation. No commitment required.

What you get

Requirements and vendor selection support
Configuration of workflows, approvals and chart of accounts
Data migration with reconciled opening balances
Integrations between ERP, billing, spend and payroll
Training, documentation and post-go-live support

What we solve

System Implementation Support, cleaned up and investor-ready

The problem

Systems bought but never fully configured
Data re-keyed between billing, payroll and the ERP
Approvals and controls bolted on after go-live
Migrations that leave opening balances that don’t tie
No one owns the integrations once the consultant leaves

Our solution

Configuration designed around your close and reporting
Integrations that sync billing, spend and payroll to the GL
Approval limits, roles and audit trails set up at launch
Migrated balances reconciled before cutover
We stay on to run the system as your fractional finance team

What we deliver

Deliverables you can count on

Selection & scoping

Requirements, vendor shortlists and demos focused on what finance actually needs.

Configuration

Chart of accounts, subsidiaries, workflows, approval limits, roles and permissions.

Data migration

Customers, vendors, open items, history and opening balances, reconciled before cutover.

Integrations

Billing, payments, spend, payroll and CRM synced to the ERP so data is entered once.

Controls & audit

Segregation of duties, approval trails and documentation auditors can test.

Training & hypercare

Team training, SOPs and support through the first closes after go-live.

Implementations we have delivered

Systems we have implemented

Hands-on implementations across the finance stack, set up by people who then used them to close the books, pay vendors and report to boards.

ERP & accounting

The general ledger, subsidiaries and close processes everything else posts to.

ERP configuration, multi-entity setup, saved searches and integrations with billing and spend tools.

Workday Adaptive Planning for budgeting and forecasting, with departmental models and reporting.

Dimensions, multi-entity consolidation and integration with CRM and billing.

QuickBooks

Chart of accounts, accrual setup, bank feeds and app integrations for growing companies.

Billing & payments

Order-to-cash platforms for usage, subscription and global payments.

AI-first usage-based billing: plans, pricing, invoicing and sync to the ERP.

Stripe

Subscriptions, invoicing, payouts and reconciliation of processor activity to the ledger.

Multi-currency accounts, global payments and FX, reconciled to the GL.

Procurement & spend

Procure-to-pay, approvals and corporate spend.

Procurement intake and approval workflows customized by spend type and department.

AP automation: bill capture, approval routing and payments synced to the ERP.

Brex

Corporate cards, expense policies and receipt capture coded to the GL.

Equity administration

Cap tables, stock plans and employee liquidity.

Cap table management, option grants and 409A support.

Equity plan administration, RSU releases and tender offers for employee liquidity.

Payroll & HR

People systems that feed payroll, benefits and headcount reporting.

Payroll, benefits and contractor payments with GL journal mapping.

ADP

Payroll setup, earnings and deduction codes and journal entries to the ledger.

PEO payroll and benefits with department-level reporting for FP&A.

Communications

Shared inboxes for A/R and A/P that connect to finance workflows.

Shared A/R and A/P mailboxes with rules, tags and threads synced to the billing app.

Collaborative inboxes and assignment rules for collections and vendor communication.

Billing app reading live data from the ERP and billing platform — **Connected systems:** billing, ERP and A/R mailbox in one command centre

Reconciliations tied to ERP balances after migration — **Reconciled cutover:** balances tied to the ERP with thresholds and owners

Screens from our AI Finance Suite. Client details are redacted and figures changed.

Built into the workflow

Where AI does the work

AI ranks work, flags exceptions and answers questions, always tied back to the underlying figures. People stay in control of every decision.

AI in system implementation support

Mapping assistance: AI suggests chart-of-accounts and vendor mappings during migration, reviewed by a CPA
Sync monitoring: scheduled syncs with refresh history and failure alerts
Data checks: control totals confirm migrated balances tie before go-live

Replaces: re-keyed data, half-configured software and integrations nobody owns.

Explore the AI Finance Suite

How it works

Our system implementation support framework in 3 steps

Scope & select

Document requirements, map current processes and data, and help you choose the right platform.

Weeks 1–3

Configure & migrate

Configure workflows and controls, migrate and reconcile data, and build integrations.

Weeks 3–10

Launch & operate

Go live alongside a real close, train your team, and keep running the system with you.

Ongoing

Get the answers

System Implementation Support FAQs

Still deciding? A 30-minute consult is the fastest way to know whether we are a fit.

Schedule a consult

Are you a reseller for these platforms?

No. We are independent and recommend what fits your business. We implement and operate systems as your finance team.

How long does an implementation take?

Most single-system implementations take four to ten weeks. ERP migrations are phased and scoped after an initial review.

Can you integrate systems we already own?

Yes. Many engagements start by connecting tools you already pay for so data is entered once and flows to the ledger.

What happens after go-live?

We support the first closes and can stay on as your fractional Controller or CFO, running the system day to day.

Related services

CPA-led · AI-enabled · Investor-ready

Talk to us about system implementation support

Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.