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 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 →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 →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.