Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Finance & operations
NetSuite:
NetSuite:
plan the implementation.
Give the responsible owner a traceable account of the discrepancy and a controlled path to resolution.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which mismatches are most common? What sources reconcile to the transaction? Who can authorize credits or adjustments across subsidiaries?
Confirm account features, roles, subsidiaries, customization and permitted interfaces. Existing scripts may change the consequences of record updates.
We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.
FIRST IMPLEMENTATIONProve the useful part.
Prove the useful part.
Then expand deliberately.
Select one exception class and one subsidiary. Use a read-only review pack first, then introduce a controlled task handoff after validation.
Measure the result
Measure time to identify the cause, unsupported explanations, repeated investigation and correction accuracy.
Prepare for everyday operation
Save the reviewed investigation and route the approved next action through the established transaction process.
Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.