About us

What we deliver

Four capabilities that show up in every engagement, across EPM, ERP and agentic AI. What changes between programmes is the mix, not the standard.

Where the work lands

  • EPM

    Planning, budgeting, forecasting, consolidation and close. OneStream and Abacum are where most of this work sits.

  • ERP

    The transactional systems underneath finance. We integrate with them and reconcile to them rather than pretending the numbers start at the planning layer.

  • Agentic AI

    Agents inside the delivery and inside the finished system, given the context to do the work properly and a record of what they did.

Four capabilities

01

AI Native Advisory

We start with your data model, not an operating model slide. Architecture, metadata, ownership, and whether any of it supports the outcome you are being measured on.

  • Systems and data review before a number is quoted
  • Process mapped as it runs, including the spreadsheet nobody admits to
  • Design decisions written down with the owner and the reasoning
  • A fixed price, because the discovery happened before the price

02

Systems integration

Planning in one system, consolidation in another, and a monthly argument about which is right. We wire them to the same definitions, so a number entered once means the same thing everywhere it lands.

  • OneStream and Abacum, plus the ERP and source systems underneath
  • Extract formats checked early, not discovered at tie out
  • Reconciliation in layers: local currency, translated, eliminated, consolidated
  • A parallel close run to zero before cutover

03

Business intelligence

Reports argue with each other because the definitions do. We pin every measure to one owner, one definition, one source, and ask how it will be read before anyone builds it.

  • One definition per measure, agreed once and cited everywhere
  • Consumption agreed up front: who reads it, where, and on what
  • Forecasts built bottom up from drivers the business owns
  • Reporting your team can change without calling us

04

Agentic workflows

Agents on the recurring work: mappings, reconciliation checks, first drafts of variance commentary. Your people review and decide. The repetition is the part that gets automated.

  • Agents built around your close, not a generic prompt
  • A human in the loop on anything that reaches a number the board sees
  • Every run leaves a record of what it did and what it used
  • Standard across the build, so nothing depends on who was in the room

Three sizes of the same work

  • Integration

    Two systems that should agree and do not. Scoped in weeks, priced before it starts.

  • Solution

    One function built properly: a planning model, a consolidation, a reporting layer, the agents that keep it fed.

  • Transformation

    The programme finance and operations leaders are held accountable for. Same standard, more of it, still a fixed price.

None of this is sold by the hour. The record of the work is yours, and on the day we leave your team can run it.

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