Modernize your finance operations.
Engineered for precision.
We work directly with CFOs, controllers, and finance leaders to map existing processes, eliminate manual friction, and build resilient, audit-compliant workflows using modern automation and AI tooling.
The Four Buckets of Modern Finance Work
We classify every single step in your finance lifecycle into one of four distinct buckets to maximize reliability and preserve governance.
1. Eliminate
Remove unnecessary spreadsheet staging, duplicate manual entries, and redundant approval checkpoints that do not serve an internal control purpose.
2. Deterministic
Code immutable accounting logic and mathematical rules where variance is unacceptable (e.g., straight-line amortization, tax schedules).
3. Agent-Assisted
Deploy AI agents to extract bespoke clauses, assemble audit evidence, and draft contextual summaries from unformatted PDF contracts and emails.
4. Human-Led
Preserve finance leadership judgment and sign-off for material thresholds, policy interpretations, and consequential ledger postings.
Our 6-Step Consulting Delivery Cycle
From initial bottleneck diagnosis to parallel testing and continuous operational rollout.
Discover
Scope systems, stakeholders, undocumented tribal knowledge, and operational pain points.
Map
Chart current-state workflows, handoffs, exception paths, and evidence sources step-by-step.
Redesign
Classify steps into the 4 buckets and architect a modern, streamlined future state.
Prioritize
Rank proposed changes by business value, operational risk, readiness, and implementation effort.
Pilot
Implement one bounded high-impact workflow with parallel verification.
Improve
Observe real-world outcomes, refine exception handling, and expand automation scope.
Vendor-Neutral Delivery Commitment
Our consulting engagements are strictly vendor-neutral. While we can implement GAAPx Revenue and GAAPx Agent, we frequently optimize workflows across NetSuite, Salesforce, Stripe, QuickBooks, and custom internal systems. There is no requirement to purchase GAAPx software to engage our consulting practice.
*Formal statutory audit attestations and legal tax opinions require separate licensed CPA scope.
Schedule Scoping Call