Your team owns the build.
Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.
Explore courses and workshops ↗Legacy accounting & operations
Sage Pro:
Sage Pro:
plan the implementation.
Use controlled extracts and explicit review to prepare useful exception information without destabilizing the system of record.
DISCOVERYAnswer the questions
Answer the questions
that shape the build.
Which reports reconcile to the ledger? How are customer identifiers maintained? What handling is acceptable for exported data, and who owns reconciliation?
Confirm the precise Sage Pro installation, customizations, export formats and support arrangements. Do not assume a modern cloud API is available.
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.
Start with a read-only monthly extract and compare AI-prepared review packs with the finance team's established process. Resolve identifier and currency issues before increasing frequency.
Measure the result
Measure reconciliation discrepancies, preparation time, unsupported explanations and follow-up completion. A polished summary is useful only when its balances remain traceable.
Prepare for everyday operation
Return an approved review pack with source references and action owners. Keep any write-back outside the initial implementation scope.
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 WORKWhat are you
What are you
working on?
Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.