Modernize your financial workflows with intelligent automation, custom dashboards, and AI-powered tools.
We sit at the intersection of finance and technology. Our automation services help you eliminate manual bottlenecks, reduce errors, and unlock insights from your financial data — so your team can focus on strategy instead of spreadsheets. Whether you need to connect your accounting platforms, build real-time dashboards, or deploy AI-assisted reconciliation, we design and implement solutions tailored to your business.
| Service | Description | Starting At |
|---|---|---|
| Platform Migration | Data migration from legacy system (Desktop QB, Sage, spreadsheets) to cloud platform | $1,500 |
| Workflow Design & Automation | Custom automated workflows for invoicing, AP/AR, bank rules, and reminders | $1,000 |
| Service | Description | Starting At |
|---|---|---|
| Automated Report Generation | Scheduled financial reports (weekly/monthly) auto-delivered via email or shared drive | $500 |
| Budget vs. Actuals Reporting | Variance dashboards comparing budgeted figures to actual results | $1,000 |
| Service | Description | Starting At |
|---|---|---|
| Historical Data Cleanup (AI-Assisted) | AI pattern recognition to identify and correct systematic errors — priced per year of data | $2,000 |
| Service | Description | Starting At |
|---|---|---|
| Consulting / Advisory | General automation consulting, technology advisory, process improvement, vendor evaluation | $150/hr |
| Training & Documentation | Staff training on automated systems, SOPs, video walkthroughs, knowledge base creation | $500 |
| Third-Party App Integration | Connect additional apps (Stripe, Square, Shopify, Bill.com, Gusto, ADP, etc.) to your stack | $300 |
We audit your current workflows, tools, and pain points to identify the highest-impact automation opportunities.
We architect a solution tailored to your stack — mapping data flows, integration points, and reporting needs.
We build, test, and deploy the automations, then provide ongoing support and optimization as your business evolves.
We work across the most widely used accounting and business platforms, including QuickBooks Online, Xero, Sage, NetSuite, Bill.com, Gusto, ADP, Stripe, Square, Shopify, and more. If you use it, we can automate it.