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 ↗Financial operations
Sage Intacct:
Sage Intacct:
plan the implementation.
Make management review easier with a disciplined evidence pack rather than a confident unsupported explanation.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which dimensions matter to management? Who supplies operational explanations? What makes two periods comparable, and who signs off the report?
Confirm reporting permissions, dimensions and consolidation boundaries. Sensitive financial extracts need agreed storage and access controls.
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.
Pilot one entity and a small report set using a completed period. Compare narrative accuracy and review effort with the existing process.
Measure the result
Track numeric corrections, unresolved explanations, report preparation time and reviewer effort before claiming an improvement.
Prepare for everyday operation
Deliver an approved variance pack with source references and a list of open actions for the reporting cycle.
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.