Close the month in days, not weeks
Finance software is judged on one thing: does the number reconcile. We set up the accounts, the invoicing, the approvals and the feeds, then run the first close with your team before handing over.
Four problems we see in almost every finance and erp team
Close takes weeks
Half the delay is rekeying, the other half is finding out which version of the spreadsheet is real.
Approvals in email
Spend is approved in threads nobody can find later, and duplicate payments creep in.
Multi currency mess
Rates, rounding and tax differ per market, and the consolidated report is rebuilt by hand.
Recovery nobody tracks
Overcharges and duplicate payments are found and then forgotten before they are claimed.
The systems that remove them
Accounting and ERP setup
Chart of accounts, tax rules, invoicing, bills and approvals configured for how you actually trade.
- Opening balances migrated
- Approval limits
- Multi currency
Payments and reconciliation
Bank feeds, matching rules and a report that shows what is unmatched and why.
- Bank feed rules
- Supplier and customer matching
- Duplicate payment check
Reporting
Management accounts, cash flow and margin by product or region, on a schedule.
- P and L, balance sheet, cash flow
- Margin by segment
- Budget against actual
Cost recovery
ERPSav, our own software, finds duplicate supplier payments, padded fees and billing errors, drafts the claim and tracks it to payment.
- Rule based findings
- Draft claim letters
- Status to recovery
Your stack, or a short recommendation
We configure what you already own where it does the job. If something is missing, we shortlist two or three options with prices and trade-offs, and you choose.
- QuickBooks
- Xero
- Zoho Books
- NetSuite
- Odoo
- Sage
- ERPSav
- Stripe
- Wise
- Avalara
- Excel
- Power BI
Names are trademarks of their owners, listed to describe the tools we work with.
Written scope
Every configuration has a written list of what is included and what is not, agreed before work starts.
Live in weeks
Most systems are live in two to six weeks, with your team trained before handover.
Support after launch
Monthly support with an agreed allowance for changes, reporting and fixes.
Connected to the rest
Each system is set up with the handoffs to the next team in mind, not as an island.
Ways to start
Finance and ERP implementation
$12,500 fixed price$11,250 until Dec 31
Four to six weeks to set up or clean up an ERP for finance: chart of accounts, invoicing, approvals, bank feeds and reports that reconcile.
Sales CRM implementation
$9,500 fixed price$8,550 until Dec 31
Three to four weeks to set up a CRM your sales team will actually update, with clean stages, quoting, follow up automation and a handoff to delivery.
AI agent build
$19,500 fixed price$17,550 until Dec 31
Five to six weeks to put one AI agent into production on a real workflow, with tools, approvals, evaluations and cost limits in place.
Questions about finance and erp systems
Which finance system fits us?
It depends on volume, currencies, inventory and reporting. We recommend after a short review and price the setup in the same proposal.
Can you fix a messy chart of accounts?
Yes. Cleaning up an inherited setup is most of our finance work. We reconcile history before adding anything.
Do you file taxes?
No. We prepare the system and work with your accountant or tax adviser, who keeps responsibility for filing.
How does ERPSav fit?
It runs alongside the finance system, finds recoverable amounts and tracks each claim. Recovered amounts post back as credits.
Will auditors accept the setup?
Yes. Approval trails, locked periods and change history are configured for audit from the start.
Fix the finance and erp bottleneck
Tell us what your team does by hand today and how many hours it takes. We will come back with a fixed scope and price.