What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → Common Challenges
What we see in finance & accounting organizations.
The patterns that come up in nearly every finance & accounting engagement.
01
Month-end close is still measured in weeks
Manual journal entries, reconciliation across disconnected systems, last-minute scrambles to find data — the close cycle is where finance technical debt is most visible.
02
Revenue recognition complexity
ASC 606, multi-element arrangements, usage-based pricing, contracts that change mid-term — revenue rec is one of the highest-risk, lowest-automation areas in most finance functions.
03
AP/AR workflows running on email
Most invoice approval and collections workflows still flow through email and spreadsheets. AI document processing and proper workflow tools change the math entirely.
04
Audit and SOX evidence collection
When the auditors arrive, evidence collection becomes a 6-week scramble. It should be a click.
05
Treasury and cash management visibility
CFOs need real-time cash visibility across accounts, entities, and currencies. Most still pull this together in spreadsheets.
06
Multi-entity consolidation and FP&A
Companies that grow through acquisition end up with multi-entity, multi-currency consolidation complexity that off-the-shelf platforms struggle to solve.
How We Help
What we deliver for finance & accounting leaders.
ERP-CRM bidirectional integration
Real-time sync between Salesforce and NetSuite/SAP/Dynamics — accounts, opportunities, orders, invoices, payments — with proper data governance and audit trails.
Revenue recognition automation
Salesforce Revenue Cloud, Zuora, or custom-built rev rec workflows configured for your specific contract types and pricing models. Audit-ready from day one.
AI-augmented AP/AR workflows
Claude-powered invoice extraction, approval workflow automation, intelligent collections sequencing, and exception handling that surface only what humans need to touch.
Continuous audit readiness
Automated evidence collection across SOX controls, Salesforce Shield, integration logs, and source systems — making audit prep an ongoing background process, not a fire drill.
Treasury and cash visibility platform
Real-time cash dashboards across bank accounts, entities, and currencies — refreshed daily with reconciliation workflows.
Multi-entity consolidation automation
Integrated consolidation across ERPs, with elimination logic, currency translation, and audit-ready support.
Compliance & Regulatory Matters
What we navigate in finance & accounting.
Compliance and regulatory considerations are built into every workflow we deliver. The major frameworks we work within:
SOX / Internal Controls
Control documentation, segregation-of-duties enforcement, and audit-ready evidence of financial controls.
ASC 606 / IFRS 15 Revenue Recognition
Performance obligation tracking, contract modification workflows, and revenue waterfall transparency.
ASC 842 / IFRS 16 Lease Accounting
Lease inventory, ROU asset and lease liability calculations, and modification workflows.
GAAP / IFRS Reporting Standards
Consistent application of accounting standards with multi-GAAP support where needed for global entities.
PCAOB / AICPA Audit Standards
Audit-ready evidence preparation, PBC list management, and inspection-readiness workflows.
Tax Compliance (Federal, State, International)
Multi-jurisdiction tax workflow, transfer pricing documentation, and tax provision automation.
Signature Service Categories
The major finance & accounting practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
01
ERP-CRM Integration
Bidirectional sync between Salesforce and ERPs with proper data governance.
02
Revenue Recognition Automation
ASC 606-compliant rev rec for complex pricing models — usage, milestone, subscription, hybrid.
03
AP/AR Automation
AI-augmented invoice processing, approval workflows, and intelligent collections.
04
Close Acceleration
Reconciliation automation, journal entry automation, and continuous close infrastructure.
05
Treasury & Cash Management
Real-time cash visibility, multi-entity consolidation, and treasury workflows.
06
Audit & SOX Infrastructure
Automated evidence collection, continuous audit readiness, and SOX control monitoring.
Platforms & Tools
The technology stack we typically deploy here.
Salesforce Revenue Cloud / CPQ
NetSuite / SAP / Dynamics integrations
Sage Intacct / Workday Financials
Zuora subscription billing
BlackLine reconciliation
Bill.com / Tipalti
FloQast / Trintech close management
Anthropic Claude for FP&A
Integration Ecosystem
The platforms we connect to in finance & accounting.
Our team carries hands-on experience across the systems that already run your finance & accounting function. Integration is rarely the bottleneck.
NetSuite
Sage Intacct
Microsoft Dynamics 365 Finance
SAP S/4HANA
Oracle Fusion / EBS
Workday Financial Management
QuickBooks Online / Enterprise
Salesforce CPQ + Billing
Stripe / Stripe Billing
Zuora
Avalara
Vertex
Anaplan
Adaptive Insights / Workday Adaptive
BlackLine
FloQast
Bill.com
Ramp / Brex / Airbase
What We Measure
The KPIs that matter for finance & accounting success.
Every engagement starts by defining how success will be measured. These are the metrics we typically baseline before we begin and improve over time.
- Days to close
- Days sales outstanding (DSO)
- Touchless invoice processing rate
- Audit findings count
- Forecast accuracy
- Revenue leakage rate
Recent Engagements
Real work for finance & accounting teams.
A few examples of how these capabilities show up in practice — drawn from recent and active engagements.
01
Month-end close acceleration for a $200M SaaS company
Rebuilt the close workflow with automated journal entries from Salesforce billing, reconciliation automation, and a controller-level dashboard. Close cycle dropped from 11 days to 5.
02
AI invoice processing across 8,000 monthly invoices
Deployed Claude-powered extraction with three-way match automation and AP approval routing. Touchless invoice processing rate moved from 8% to 64%; AP team capacity freed for strategic work.
03
ASC 606 revenue recognition rebuild
Configured Salesforce Revenue Cloud for usage-based and multi-element contracts at a SaaS company. Eliminated 30+ hours per month of manual rev rec adjustments and reduced auditor questions to near-zero.
04
Consolidation automation for a PE-backed roll-up
Built consolidation infrastructure across 8 acquired entities running on 4 different ERPs. Monthly consolidation cycle compressed from 14 days to 4.
05
AI-powered budget variance analysis
Deployed a Claude-powered analyst surfacing material budget variances with root-cause analysis ready for the FP&A team to review. Senior analyst time reclaimed for strategic work.
How Clients Engage Us
Four ways to work with us on finance & accounting initiatives.
From short diagnostics to fractional leadership, every engagement model is built around your stage and needs.
Model 01
Finance Operations Audit
Assessment of close cycle, AP/AR, rev rec, audit posture, and automation opportunity.
Model 02
Fixed-Scope Project
ERP integration, rev rec, close acceleration, AP/AR automation.
Model 03
Managed Finance Operations
Ongoing platform administration for finance systems.
Model 04
Fractional Controller / VP Finance
Senior finance operations leadership.
Outcomes We Deliver
The metrics we actually move for finance & accounting teams.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
01
Days to close (monthly)
Reduce 30-60%
02
Manual journal entries
Reduce 50-80%
03
Days sales outstanding (DSO)
Reduce 15-30%
04
AP invoice processing cost
Reduce 50-70%
05
Forecast accuracy (quarterly)
Increase 15-30 points
06
Audit prep time
Reduce 40-60%
Signature Frameworks
Proprietary methodologies for finance & accounting work.
Every engagement leverages reusable assets — frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Framework 01
Close Operating Model
Our framework for compressing monthly close — close calendar, journal automation, reconciliation workflow, and consolidation patterns.
Framework 02
Quote-to-Cash Reference Architecture
A blueprint for connecting CPQ, contracts, billing, revenue recognition, AR, and cash application without duplicate data entry.
Framework 03
FP&A Operating System
Our reference design for connecting actuals, budgets, forecasts, and operational drivers into a single planning environment.
Framework 04
AP Automation Reference Design
A practical framework for invoice capture, coding, approval, and payment with AI-powered processing.
Featured Insight
Insight & analysis from our finance & accounting team.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
How We Work
The engagement model.
Predictable phases. Clear deliverables. No surprises.
01
Discovery
One to two working sessions to map your current state, business goals, gaps, and constraints. We come out with a written scope document and recommendation.
02
Design
Documented solution architecture, technical design, realistic timeline, and a transparent commercial proposal — reviewed with your team before any build.
03
Build
Configuration, development, integrations, data migration, AI training, and QA — delivered in iterative sprints with weekly demos and adjustments.
04
Launch & Optimize
Training, change management, hypercare support, and continuous improvement. We do not disappear after go-live. Most engagements continue into managed services.
Our Capabilities
The five practices that support your finance & accounting work.
Systems Integration
Connect the systems that run your business — CRM, ERP, billing, data, AI, analytics — into one cohesive architecture.
Learn more →Custom Development
Custom applications, platform extensions, integrations, and engineered solutions built when off-the-shelf software won't fit.
Learn more →AI & Technology Consulting
Strategic guidance from certified architects plus production AI deployments. System selection, roadmaps, audits, Agentforce, custom agents, and AI strategy — all under one practice.
Learn more →Revenue Operations
Align marketing, sales, and customer success into one revenue engine. Process, forecasting, attribution, and tech-stack optimization.
Learn more → More Departments
Other functions we support.
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