Industries

Different businesses, the same broken handoff.

The systems change from one sector to the next. The problem does not: two records that must agree, and a person in the middle making them agree by hand.

01 · Where we work

Accounting and bookkeeping firms

Practices carrying dozens of client files in QuickBooks and Xero, where every hour spent reformatting exports is an hour not billed. We automate client onboarding, standardise the chart of accounts across the book, and put practice-wide reporting in one place.

Multi-entity client reporting
Bulk journal and adjustment tooling
Client document and request portals

Professional services

Agencies, consultancies and engineering firms billing time and materials alongside fixed-fee contracts. Utilisation, work in progress and revenue recognition all need to agree with each other and with the ledger.

Time to invoice to ledger pipelines
WIP and percentage-of-completion schedules
Utilisation and realisation reporting

Wholesale, distribution and light manufacturing

Inventory, landed cost and margin that live in three systems and reconcile in none. We connect purchasing, warehouse and accounting so cost of goods is calculated once and trusted everywhere.

Purchase order to receipt to bill matching
Landed cost and margin by SKU
EDI and vendor portal ingestion

Property and asset management

Portfolios where each property, fund or entity keeps its own books but leadership needs the consolidated view. Trust accounting, owner statements and intercompany allocations, handled correctly.

Multi-entity consolidation and eliminations
Owner and investor statement generation
Trust and escrow account controls

Healthcare and clinical practices

Practice management, clearinghouse and accounting systems that were never designed to speak to each other. We reconcile remittance against billing and give the practice a real picture of collections.

ERA and remittance reconciliation
Payer mix and collections reporting
Practice management to ledger posting

Nonprofits and member organisations

Restricted funds, grant reporting and donor systems that must reconcile to the general ledger for audit. We connect the donation platform, the CRM and the books, and produce the schedules the auditor asks for.

Fund and grant restriction tracking
Donor platform to ledger reconciliation
Audit schedule preparation

02 · Size of business

Built for the companies too small for an integrator and too big for a spreadsheet.

The businesses we serve typically run a handful of core systems, close the books monthly, and have one or two people carrying the reporting. There is no internal development team, and there does not need to be.

Typical size: 10 to 250 employees, one to a dozen legal entities
Typical stack: An accounting package, a bank, a payroll provider, a CRM, and more spreadsheets than anyone admits
Typical trigger: A growth step, an audit, an acquisition, or a person leaving with the process in their head
Typical first project: One integration or one report, delivered inside a week, to establish whether we are worth the next one

Outside these sectors? The work is nearly always the same underneath. Ask us.

Next step

Start with the assessment.

A day or two, fixed price, and a written map of where the manual work sits in your business. Yours to keep, whether or not we build anything.