8020
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Financial Systems & Software Consulting

Transform Your Finance Technology into Strategic Assets

Our financial systems consultants help organizations optimize legacy tools and implement modern financial software that improves reporting, drives efficiency, and supports scalable growth.

We take a finance-first approach, evaluating how systems impact decision-making, close cycles, and operational clarity, so technology becomes a strategic asset, not just an IT upgrade.

TRUSTED BY INDUSTRY LEADERS

Accelerating Growth Through Strategic Systems Transformation  

When your financial systems need an upgrade or your legacy ERP can’t support your growth, 8020 Consulting turns complexity into opportunity. Our implementation experts partner with your team to rapidly plan, configure, and deploy ERP and financial systems, delivering a seamless transition, stronger processes, and faster insights from day one.

Our consultants evaluate workflows, reporting accuracy, data integrity, and system adoption to determine the right path forward. We then execute improvements with hands-on finance leadership, ensuring integrations work as intended and teams are fully trained to sustain results long after go-live.

Planning A Critical Systems Build? Speak With Us To Get Your Systems Expert Fast.
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Why Work With 8020 Financial Systems Consultants? 

Why Companies Trust 8020

 

Unlike general IT consultants or software vendors, 8020 brings deep finance and accounting experience to every financial systems engagement. We bridge operational execution with strategic outcomes.

Clients trust us because we deliver: 

• Rapid deployment of senior consultants with Big 4 and Fortune 500 experience

• Proven success across ERP transitions, system upgrades, and automation initiatives

• A finance-first methodology focused on reporting clarity, integration, and alignment

Our Financial Systems Consulting Approach

8020 follows a structured, finance-first approach to improve clarity, reduce disruption, and ensure long-term adoption, without technology for technology’s sake.

01


Assess & Diagnose


We evaluate current financial systems, workflows, reporting gaps, data integrity, and manual workarounds to identify root causes.


02


Design the Right Solution

We determine whether optimization, integration, or system replacement is required based on business needs, growth trajectory, and risk tolerance.

03


Implement & Integrate

We execute changes with hands-on finance leadership, aligning systems across ERPs, CRMs, and operational tools to deliver connected, reliable data.

04


Enable & Adopt

We provide training, documentation, and governance frameworks to ensure sustainable adoption and consistent performance over time.



What Our Financial Software Consultants Deliver 

Our focus is on business outcomes, not technical features.

Clients gain: 

• Real-time visibility through connected financial systems

• Reduced manual effort via workflow automation

• Standardized reporting supported by documented SOPs

• Hands-on training that drives lasting adoption

We stay involved beyond go-live to ensure systems actually work for the people using them.

Financial Systems Consulting Benefits 

From targeted optimization to full-scale transformation, our financial systems consultants help finance teams drive efficiency, clarity, and growth.

Maximize Existing Tools

Identify untapped value in your current systems. Streamline workflows and enhance reporting without unnecessary upgrades.

Implement With Confidence

We guide finance teams through every phase of new system adoption, from vendor selection to go-live, using a finance-first approach that reduces risk.

Connect Your Ecosystem

Integrate ERPs, CRMs, and operational systems into a single, connected environment for real-time insight and smarter decisions.

Ensure Lasting Adoption

We provide hands-on training and documented processes to turn new tools into long-term performance drivers.

 

Optimize or Replace? How We Help You Decide 

Not every financial system needs to be replaced, and replacing the wrong one can introduce unnecessary cost and risk.

Optimize Existing Systems When:

  • Core functionality still supports business needs
  • Reporting gaps are configuration-based
  • Manual workarounds can be automated

Replace Systems When:

  • Growth is constrained by system architecture
  • Reporting accuracy or timeliness is compromised
  • Integrations are brittle or unsupported

We help finance leaders make disciplined decisions rooted in outcomes and not vendor pressure.

These moments demand clarity, speed, and experienced leadership.

Related Financial Consulting Services 

Financial systems consulting is part of a broader finance leadership ecosystem at 8020 Consulting. Related services include:

Interim Financial Management Services
Interim CFO Services
Interim Controller Services
Financial Planning & Analysis
Financial Reporting & Accounting
Financial Project Management
Transaction Support Services
Financial Turnaround & Restructuring

We Operate Differently | Built On Successful Outcomes, Not Theory

Proven Experts

Proven Experts

Our consultants are senior operators with real-world finance experience across Fortune 500s.
Accelerated Impact

Accelerated Impact

We ensure the right expert is placed from day one, delivering immediate value with guaranteed fast ramp-up.
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Direct Execution

Direct Execution

No handoffs. No downgrades. The consultant leading your engagement is personally executing the work every step of the way.

"8020 was crucial for RealD in developing a financial model for technology IP monetization and guiding our ERP selection process. Their work is thorough, executive-ready, and their team effectively implements recommendations."

⭐⭐⭐⭐⭐ | Jeff Spain | CFO, ReaID

"8020 was key in overhauling our budgeting process at 72andSunny and provided crucial support for system implementations like Workday and Oracle."

⭐⭐⭐⭐⭐ | Jordan Toplitsky | CFO, 72andSunny

"The team at 8020 have supported me across three companies, including managing our NetSuite implementation at Edgecast, integrating billing systems post-acquisition by Verizon, and overseeing our HQ relocation."

⭐⭐⭐⭐⭐ | John Powers | CFO, Tithe.ly

"8020's consultant brought a proactive approach to every challenge, consistently exceeding expectations while strengthening our team dynamic. I highly recommend 8020 for their skilled professionals who deliver immediate value and elevate any team."

⭐⭐⭐⭐⭐ | Lindsay Terifay | VP, Controller - Fandango & NBC Sports

Meet Some of Our Experts

All the right skills, real-world experience, & high EQ leadership to ensure your success.

Financial Systems Consulting Resources

Access service-specific guides and case studies designed to support confident decision-making for finance leaders.


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ERP Implementation Stages & Phases Guide

Get our guide to ERP implementation phases and learn what to expect at each stage of your project

Get The Guide
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Case Study: ERP Implementation Cuts Accounts by 80%, Boosts Clarity

See how we reduced a client's chart of accounts by 80% through strategic ERP implementation

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Case Study: Transforming Reporting with Planful

Multi-entity firm cuts chart of accounts by 80% through NetSuite implementation in just 18 weeks

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Financial Systems Consulting FAQs

Answers to your most frequently asked questions.

A financial systems consultant helps finance teams evaluate, optimize, and implement systems that improve reporting, efficiency, and decision-making.

 

8020’s consultants focus on aligning financial systems with business needs, not building software or selling tools.

We assess functionality, reporting accuracy, scalability, integration risk, and total cost of ownership.

By leading with finance operators, phased execution, and hands-on change management.

Through training, documentation, and ownership transfer to internal teams.

By streamlining workflows, integrating systems, and standardizing reporting structures.

Financial systems consulting delivers the most value at key inflection points, including:

  • Growth-stage companies outgrowing legacy systems

  • Private equity–backed organizations preparing to scale

  • Finance teams burdened by manual reporting and reconciliations

  • Companies preparing for audits, transactions, or IPO readiness

Your Finance & Accounting Challenges ...Solved

 

Leverage the industry’s most skilled accounting & finance consultants to help you solve any challenge

  • Instantly fill your gaps & drive performance
  • Extend your team with INsourced experts
  • Optimize accounting infrastructure & efficiency
  • Save money & get projects done right and on time