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 ↗Desktop accounting
Peachtree / Sage 50:
Peachtree / Sage 50:
plan the implementation.
Prepare traceable review packs from approved records while leaving posting and payment decisions with finance.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which reports are trusted at month end? What custom spreadsheets complete the process? Where is reconciliation evidence stored, and who signs off?
Confirm whether the environment is branded Peachtree or a specific regional Sage 50 product, its version and its supported import/export facilities.
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.
Use one reporting period and one reconciliation area. Run alongside the existing process with no automatic accounting entries until the evidence trail is dependable.
Measure the result
Measure preparation time, unsupported variance explanations and time to resolve open items. Reconcile every reported amount back to an identified source.
Prepare for everyday operation
Deliver a reviewed issue list that references the original reports and records each owner's response and resolution.
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.