Industry
Financial Services
Operations intelligence on top of your accounting, banking, and reporting stack. Auditable by default. No autonomy on anything regulators care about.
What the work usually looks like.
A finance-led operation running on QuickBooks Enterprise, NetSuite Financials, or Oracle, plus Plaid / Stripe / payroll. The CFO and finance lead spend a third of the week on data wrangling. Investor or board reporting takes days to assemble from systems that should already know.
Where we tend to find the constraint.
- Misclassification rates of 8–15% out of QuickBooks distorting category reporting
- Board pack assembly eating two days of senior finance time per cycle
- Late or rough investor updates because pulling the numbers is the bottleneck
What we typically build for operations like yours.
Real-time runway, burn rate, and MRR/ARR reconstruction from the source ledgers
Transaction categorization with controller review on flagged anomalies
AP/AR triage: invoice OCR, threshold-based approval routing in Slack
Investor-update drafting from live numbers, sent only after CFO sign-off
Tax calendar + 1099 / nexus monitoring against current state
Where the human gate goes, specifically for this industry.
In financial services the audit trail is the deliverable. Every approval (categorization override, invoice approval, investor update send) carries a name and a timestamp, and the audit log is queryable a year later.
Talk to us
Have an operation in this shape?
We'll start with a 2-week Discovery against your real systems. If we're not a fit we'll say so on the call and point you somewhere useful.