CONNECT

Accounting & Finance

We help accounting and financial teams get the most out of their technology without distraction. As an extension of your team, our integrations allow teams to connect services and assets to work together seamlessly without occupying your team with tedious details and connections.

ACCOUNTING TEAM SERVICES

ACCOUNTING TEAM SERVICES

ACCOUNTING PROCESS WORKFLOW

SOFTWARE INTEGRATIONS

SOFTWARE INTEGRATIONS

Accounting & Finance

Revolutionize your sales with our cutting-edge Accounting & Finance partnered platforms! Unlock unprecedented efficiency, streamline communication, and supercharge your team’s performance

Common Platforms we integrate

SAP SE is a German multinational software corporation based in Walldorf, Baden-Württemberg that develops enterprise software to manage business operations and customer relations. The company is especially known for its enterprise resource planning software.
SAP SE is a German multinational software corporation based in Walldorf, Baden-Württemberg that develops enterprise software to manage business operations and customer relations. The company is especially known for its enterprise resource planning software.
FreshBooks is accounting software operated by 2ndSite Inc. primarily for small and medium-sized businesses. It is a web-based software as a service model, that can be accessed through a desktop or mobile device.
FreshBooks is accounting software operated by 2ndSite Inc. primarily for small and medium-sized businesses. It is a web-based software as a service model, that can be accessed through a desktop or mobile device.
Sage Intacct, Inc is an American provider of cloud-based Financial management and services available in five regions around the globe.
Sage Intacct, Inc is an American provider of cloud-based Financial management and services available in five regions around the globe.
Zoho Corporation is an Indian multinational technology company that makes web-based business tools. It is best known for the online office suite offering Zoho Office Suite.
Zoho Corporation is an Indian multinational technology company that makes web-based business tools. It is best known for the online office suite offering Zoho Office Suite.
NetSuite Inc. is an American cloud computing company founded in 1998 with headquarters in Austin, Texas, that provides software and services to manage business finances, operations, and customer relations.
NetSuite Inc. is an American cloud computing company founded in 1998 with headquarters in Austin, Texas, that provides software and services to manage business finances, operations, and customer relations.
Xero is a cloud-based accounting software product that lets small-business owners manage their finances from anywhere and integrate with more than 1,000 apps.
Xero is a cloud-based accounting software product that lets small-business owners manage their finances from anywhere and integrate with more than 1,000 apps.
Mint is a free budgeting app that allows you to connect all of your financial accounts in one digital space so you get a high-level overview of your financial health. The app also allows users to track spending and savings and set and track budget goals.
Mint is a free budgeting app that allows you to connect all of your financial accounts in one digital space so you get a high-level overview of your financial health. The app also allows users to track spending and savings and set and track budget goals.
Paylocity is an American company which provides cloud-based payroll and human capital management software.
Paylocity is an American company which provides cloud-based payroll and human capital management software.
Wave is a company that provides financial services and software for small businesses.
Wave is a company that provides financial services and software for small businesses.
Quicken personal finance and money management software allows you to manage spending, create monthly budgets, track investments, retirement and more.
Quicken personal finance and money management software allows you to manage spending, create monthly budgets, track investments, retirement and more.
QuickBooks is an accounting software package created by Intuit, which offers solutions for managing personal, business, and tax finances. It is available as a desktop software for Windows, with several editions. You can also choose the Mac, or Online version.
QuickBooks is an accounting software package created by Intuit, which offers solutions for managing personal, business, and tax finances. It is available as a desktop software for Windows, with several editions. You can also choose the Mac, or Online version.

E-commerce

Transform your business into a thriving online success with our e-commerce partnered platforms
Magento is an open-source e-commerce platform written in PHP. It uses multiple other PHP frameworks such as Laminas and Symfony. Magento source code is distributed under Open Software License v3.0. Magento was acquired by Adobe Inc in May 2018 for $1.68 billion
Magento is an open-source e-commerce platform written in PHP. It uses multiple other PHP frameworks such as Laminas and Symfony. Magento source code is distributed under Open Software License v3.0. Magento was acquired by Adobe Inc in May 2018 for $1.68 billion
Salesforce Commerce Cloud empowers you to create seamless ecommerce experiences that inspire and convert today's connected shoppers.
Salesforce Commerce Cloud empowers you to create seamless ecommerce experiences that inspire and convert today's connected shoppers.
Shopify Inc. is a Canadian multinational e-commerce company headquartered in Ottawa, Ontario. It is also the name of its proprietary e-commerce platform for online stores and retail point-of-sale systems.
Shopify Inc. is a Canadian multinational e-commerce company headquartered in Ottawa, Ontario. It is also the name of its proprietary e-commerce platform for online stores and retail point-of-sale systems.
Salsify is a product experience management tool that allows brands to create the product experiences their customers want, across every channel said customer might shop. It does this by providing its users with a variety of top-notch software tools.
Salsify is a product experience management tool that allows brands to create the product experiences their customers want, across every channel said customer might shop. It does this by providing its users with a variety of top-notch software tools.

ACCOUNTING PROCESS CONSULTING

ACCOUNTING PROCESS CONSULTING

Having a defined process and workflow for your team is critical, but not all teams have that in place yet.

No worries, we can help with that as well!

FOUNDATION

  • Map current accounting process
  • Review opportunities and pains, compare with our proven accounting process
  • Takes place in a 3 hour session

CORE

  • Includes Full Foundation Offering
  • + accounting process tailored to your industry
  • + Detailed accounting fundamentals Training Session
  • + Process Review & Iteration Call

GROWTH

  • Includes Core Offering
  • + Individualized accounting process per accounting role
  • + Group Training
  • + Training Review Call
  • + 2nd Iteration Call

SCALE

  • Includes Full-Scale Offering
  • + Create and define a mission/purpose
  • + Individual Training Sessions
  • + Accounting Budgeting & AOP
  • + Additional Training and Review Calls
  • + 2 Iteration Calls
  • + Our Initial Presence: 1 Full week
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