Reports your ERP holds but will not give you.

What we see in this sector

The data is in the ERP. The problem is getting it out in the shape the period requires, which is why so much of a manufacturing finance team's month is spent in spreadsheets between the extract and the deliverable.

That middle layer is where the audit risk lives too. Every return and every control report that passes through an unversioned workbook is a control you cannot really evidence. We replace the middle layer with a record, and let agents produce the deliverable from it.

SAP is the specific case worth naming, because it is where most of this work happens and where the usual objection comes up. Direct integration is ideal and often unavailable, whether for licensing reasons or because a change request would take two quarters. So we also automate through the screens and standard extracts your team already uses, which means no new interface to get approved and no dependency on a project you do not control.

The work

• Order to cash automation

  Faster billing, collections and receivables reporting.

• Indirect tax compliance

  Sales tax and VAT prepared from ERP data and ready for audit.

• SOX and audit readiness

  Controls and evidence stay ready all year.

Systems we work with here

• SAP
• Vertex
• Excel
• Power BI
• Alteryx
• Amazon

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.

See the method in full.

Other 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.
• 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.