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
Managed AI Workflows.
Bring structured AI assistance to Peachtree or Sage 50 workflows without assuming every installation has the same integration options.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
A long-running accounting setup may combine desktop software, spreadsheets and manual document review. Its procedures need to be understood before introducing automated handoffs.
Prepare traceable review packs from approved records while leaving posting and payment decisions with finance.
A WORKFLOW WORTH EXPLORING
Month-end discrepancy briefing
Finance closes an agreed reporting period and exports the reports used for review.
Summarize unresolved differences, group supporting evidence and draft questions for the responsible team member.
WHERE JUDGMENT BELONGS
Make the review point explicit.
The accountant checks the calculations and explanations against source reports. Adjusting entries require the normal approval process.
Work within the real constraints.
Confirm whether the environment is branded Peachtree or a specific regional Sage 50 product, its version and its supported import/export facilities.
Success needs
a useful measure.
Measure preparation time, unsupported variance explanations and time to resolve open items. Reconcile every reported amount back to an identified source.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗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.