Financial Software and Systems Consulting

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

A financial tech consultant is a specialized advisor who helps organizations assess, implement, and optimize financial technology solutions.

This role bridges finance and IT by aligning software tools with business goals, improving processes like reporting, forecasting, compliance, and automation.

A financial tech consultant evaluates existing financial systems, recommends suitable technology solutions, and oversees implementation.

Key responsibilities include improving data accuracy, integrating financial platforms, enhancing reporting capabilities, ensuring regulatory compliance, and driving automation to support strategic decision-making.

Evaluation criteria for system upgrades or replacements include performance, scalability, integration capabilities, and user adoption.

Additional factors include:
• Reporting limitations and manual workarounds
• Data accuracy and reliability
• Support for future growth
• Total cost of ownership (including maintenance and IT support)
• User feedback and operational pain points

Business disruption is minimized through phased implementations, parallel runs, and comprehensive testing.

Careful data migration, structured training, and contingency planning ensure operational continuity.

Dedicated transition teams and post-launch support help drive successful adoption across departments.

Integration priorities include API compatibility, data synchronization, and secure data exchange. Systems must align with ERP, CRM, and inventory platforms while preserving data integrity and supporting compliance.

Scalability and flexibility for future system additions are also key considerations.

Adoption is supported through role-specific training, clear documentation, and multi-format learning materials.

Usage metrics and team feedback help identify areas needing reinforcement to ensure sustained use of new tools.

Financial reporting automation solutions include system interfaces for automated data collection and reconciliation, standardized report templates, and review workflows that reduce manual input while preserving accuracy.

System access and security are managed through role-based permissions, approval workflows, audit trails, and segregation of duties.

These controls ensure compliance while supporting operational efficiency.