Services
Clarity, control and automation without the overhead.
We help growing businesses simplify finance operations and eliminate manual back-office tasks. From GAAP-compliant accounting to intelligent automation, we deliver audit-ready results with seamless execution.
01 — CFO & Accounting as a Service
Financial clarity. Strategic guidance. Scalable support.
Get the finance leadership and audit-ready reporting your business needs, without hiring a full-time team. We provide end-to-end accounting services built for audit-readiness, financial clarity and peace of mind.
GAAP-compliant monthly close & reconciliations
We manage your monthly close process with precision, ensuring your financials are accurate, consistent and fully GAAP-compliant. Reconciliations are timely and thorough, giving you peace of mind and clear visibility into your numbers.
Outsourced bookkeepingReal-time reporting & dashboards
Get up-to-date insights whenever you need them. We build custom dashboards and real-time reports that help you track performance, monitor KPIs and make confident, data-driven decisions.
Accounts payable and receivable management
From invoicing to collections and vendor payments, we handle the entire AR/AP process efficiently. You'll maintain strong cash flow and relationships without the day-to-day admin burden.
Revenue recognition & deferred revenue tracking
Cash flow forecasting
Stay ahead of the curve with projections that help you understand your cash position today and plan for what's next. We combine historical data and real-time insights to build reliable, forward-looking forecasts.
Consolidations & audit prep support
Whether you're managing multiple entities or gearing up for an audit, we bring everything together cleanly. We handle consolidations and prepare you with the right documentation and processes to make audits smooth and painless.
ERP & accounting system optimization
We assess, streamline and optimize your ERP or accounting systems to eliminate friction and improve accuracy. From setup to integration, we align your tools with your business goals.
Designed for startups, growing companies and organizations that need strong books without building a full in-house finance team.
02 — Digital Process Automation as a Service
Intelligent automation. Zero disruption.
Free your team from tedious back-office tasks. We implement intelligent automation to simplify accounting, operations and compliance workflows.
AP automation & invoice processing
We automate accounts payable workflows, from invoice capture to approval and payment, reducing manual effort, speeding up cycles and improving accuracy.
AP automation for multi-entity finance teamsExpense categorization & payment approval workflows
Streamline your expense management with automated categorization and structured approval flows, ensuring every transaction is tracked, coded and compliant.
Vendor statement reconciliation
We compare vendor statements with your records to catch discrepancies early, ensuring timely payments, accurate balances and clean books.
Commission reporting
Accurate, timely and transparent commission calculations and reporting, so your team gets paid correctly and your records stay audit-ready.
Payroll file generation
We prepare payroll files with precision, aligned with your provider's requirements, making payroll processing smooth, reliable and compliant.
Data extraction & document processing
Turn messy PDFs, receipts and forms into structured data. We use automation to extract, organize and validate key financial information efficiently.
Integrations across ERPs, CRMs and HR systems
We connect your financial tools, from accounting platforms to HR and CRM systems, to create a seamless, data-synced operational ecosystem.
We integrate with your existing tech stack. No rip and replace needed.
More than software
Human support.
We don't believe software alone solves anything. We believe people do. That's why every engagement starts with a conversation, not a sales pitch.