EveryBooks / Industries / For every finance team
For every finance team
The work every finance team shares.
Seven pieces of work apply whatever your business does: a clear read on finance, one prioritized plan, a faster close, better forecasts, clean payables, controls that hold up, and one set of rules for your agents.
What we see in every industry
Some work looks the same in every industry. A slow close, scattered priorities, control gaps and a growing number of agents need the same fix at a property company and at a CPA firm.
The fix starts in the same place too. Agents are only as good as the record they read, and only as safe as the record they write to. So we put what you know, what agents may do and what they did in one record, and run the work from there.
The work
Finance function assessment
A clear read on how finance runs today, and a plan to improve it.
Finance transformation and governance
One prioritized plan for every systems, close and control request, with owners and a weekly rhythm.
Close acceleration
A faster, cleaner close across every entity, with blockers and root causes on the record.
FP&A and forecasting
Budgets, forecasts and variance analysis built on numbers everyone trusts.
Procure to pay
Vendors, bills and payments on one controlled process.
SOX and audit readiness
Controls, remediation and evidence stay ready all year.
Agent governance and audit trail
Every agent under one set of rules, with a record your auditor can replay.
Systems we work with here
- NetSuiteERP
- QuickBooksAccounting
- SAPERP
- Dynamics GPERP
- ExcelSpreadsheets
- Power BIReporting
- JiraWorkflow
- ServiceNowWorkflow
How we work
Most companies bolt AI onto systems designed for people, then ask people to check the AI’s work. We design the record around agents and put your team in charge of running and governing them. Five steps: read the books, design for agents, ship agents in shadow mode against today’s results, train your operators, then run and improve.
Industries we work in
- Private equity & multi-entityA platform grows by buying companies.
- CPA & advisory firmsBusy season runs on overtime and a handful of senior people.
- Financial institutionsOperations teams re-key documents and check fees by hand because the alternatives all involved sending data somewhere else.
- Manufacturing & distributionTax, receivables and compliance reports are rebuilt from the ERP every period by people who deserve better work.
- Consumer & e-commerceMarketplaces, stores and your own website never agree with the ledger on the first pass.
- Real estateTenant balances sit in the property system and the follow-ups sit in inboxes.
- Public sectorReconciliations are months behind and the auditor is coming.
- Every industry and use caseThe full list of the work we do, by sector.