Data, ERP, and finance infrastructure for midsize operators.
Data warehouses, KPI dashboards, FP&A and process automation, ERP implementation and rescue, agentic AI, and the unglamorous systematization that gets midsize operators ready for their next chapter — or their next owner.
- 20+
- Years in the field
- $500M+
- Combined spend managed
- 30+
- ERP & data programs delivered
Midsize companies live in the gap.
Too big for the duct tape of a small business. Too small for a Big Four engagement and a 200-person internal IT team. Systems were chosen one at a time by whoever was holding the budget that quarter.
The result is familiar: three sources of truth, a CFO who doesn't trust the dashboard, an ERP that nobody loves, and a backlog of "we should really automate that someday."
That's the terrain we work in. Every day.
AI just raised the stakes. If finance doesn't trust the numbers today, AI won't fix that tomorrow — it'll put bad data on fast-forward. A messy report doesn't become reliable because the answer arrives in three seconds. We clean the foundation first and build toward one shared source of semantic truth — so AI becomes leverage instead of risk.
We design, build, and operate the data, finance, and technology ecosystems midsize companies need to scale — and step in to rescue them when they break.
Data Infrastructure
Consolidating fragmented schemas, warehouses, and pipelines into a unified foundation for operational intelligence.
AI Readiness
Cleaning data, structuring internal knowledge, and instrumenting governance so LLM deployments produce real leverage.
ERP Implementation & Rescue
End-to-end management of resource planning rollouts — from vendor selection and scoping to live-day stabilization. When projects stall or run over budget, we stop the burn through technical audit and rapid course correction, including interim controllership or billing leadership where the finance function needs restructuring.
Process Automation
Engineering out the manual bottlenecks that slow growth, introduce systemic risk, and erode margin — especially the Excel-and-email workflows quietly running mission-critical operations.
Systematization
Transforming tribal knowledge into documented, repeatable technical operating procedures that survive turnover.
AI Agents
Purpose-built agents that sit on top of your ERP, warehouse, and operating data to execute repetitive judgment work end-to-end — built when the workflow genuinely warrants it, not as a default.
The Route Through.
Implementation is not a software problem. It is a terrain problem. We map the constraints, engineer the crossing, and maintain the infrastructure.
- 01
Topographic Audit
A deep-tissue scan of your systems, data flows, and team bottlenecks. We find where the fog is densest.
- 02
Structural Alignment
Before code, we align architecture. We design the target state that supports your operational reality — not the vendor demo.
- 03
Technical Execution
The heavy lift. Our team — or yours, managed by us — builds the pipelines, migrates the data, and configures the logic.
- 04
Continuous Maintenance
The pass must remain clear. We provide governance and systematization to ensure the fix sticks long-term.
Operating principles.
Five commitments that shape every engagement.
We've sat in the seat. Recommendations have to survive Monday morning.
No reseller kickbacks. The right tool is the one that fits your shape.
Years inside accounting, finance, and FP&A back-offices taught us when a workflow tool already sitting inside your existing Microsoft, Google, or ERP licensing is the correct answer — and when an enterprise platform actually earns its fee. AI tokens have gotten expensive because firms throw them at every problem; we don't. We pick the lightest tool that holds the load.
Engagements scoped to measurable change, not hours on a timesheet.
We document, train, and hand over. No permanent dependency.
A 30-minute conversation. No proposal theater.
Walk us through what's not working. We'll tell you candidly whether we're the right fit — and if we're not, who likely is.
Book a discovery call →