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.

We assess system performance, scalability, integration capabilities, and user adoption rates.

Key factors include reporting limitations, manual workarounds, data accuracy issues, and ability to support future growth requirements.

Our evaluation framework also considers total cost of ownership, including maintenance costs, required IT support, and potential productivity gains from modernization. We analyze user feedback and pain points to ensure any system changes directly address operational challenges.

We use a phased implementation approach with parallel system runs, comprehensive testing, and detailed contingency plans. Our team maintains business continuity through careful data migration, user training, and staged rollouts.

We establish dedicated support teams during transition periods and implement robust backup procedures to prevent data loss. Our change management strategy includes extensive communication plans, role-specific training programs, and post-implementation support to ensure smooth adoption across all departments.

Key factors include API compatibility, data synchronization capabilities, security protocols, and the ability to maintain data integrity across platforms.

We prioritize real-time integration with core business systems like ERP, CRM and inventory management. Our team evaluates data governance requirements, compliance standards, and reporting needs to ensure seamless information flow across the organization. 

We also consider future scalability requirements and potential new system additions to create an integration architecture that supports long-term growth.

We develop role-specific training programs and establish clear process documentation.

Our approach includes hands-on workshops, video tutorials, and quick reference guides tailored to different user groups.

We measure adoption through usage metrics and feedback loops to identify areas needing additional support.

We implement automated data collection, reconciliation, and report generation tools. This includes setting up automated interfaces between systems, creating standardized report templates, and establishing systematic review processes.

We focus on reducing manual intervention while maintaining accuracy controls.

We establish role-based access controls and systematic security protocols. This includes implementing segregation of duties, creating approval workflows, and maintaining audit trails of system access.

We ensure compliance with security requirements while maintaining operational efficiency.