TECHNOLOGY

& INNOVATION

TECHNOLOGY & INNOVATION

Digital tools are no longer bolt-ons to the finance function, they are the rails on which speed, security, and insight travel. We pair 35 years of accounting depth with a modern tech stack to automate routine work, connect fragmented data, and give leadership real-time visibility.

Digital-Transformation Services

Cloud Accounting Platforms

What We Deliver: Implementation and migration for QuickBooks Online, Xero, NetSuite; secure document management; automated workflows.

Why It Matters: Anytime / anywhere books, audit-ready backups, and faster closes.

Digital CFO & Controller

What We Deliver: Cash-flow modelling, rolling forecasts, and budget dashboards.

Why It Matters: Data-driven decisions replace gut-feel budgeting.

Tax Technology & Automation

What We Deliver: Avalara, e-filing APIs, and robotic journal posting for sales- and income-tax compliance.

Why It Matters: Reduces penalty risk and shrinks filing windows.

Business Intelligence & Data Analytics

What We Deliver: Custom KPI, trend, and benchmark visualizations.

Why It Matters: Turns raw ledger data into strategic insight.

Process Automation

What We Deliver: Low-code connectors (Zapier, Make) that move data between apps without manual key-strokes.

Why It Matters: Cuts errors and frees staff for higher-value work.

Tech-Stack Advisory

What We Deliver: Tool selection, onboarding, and role-based training.

Why It Matters: Ensures adoption sticks long after go-live.

INTEGRATION SERVICES

Disconnected systems breed re-keying, blind spots, and compliance gaps. Our development team stitches your tech stack together so information flows end-to-end, securely and in real time. 

  • Tax & Accounting Integrations:
    • ERP ↔ Avalara, NetSuite, Sage, QuickBooks, Xero — seamless tax determination, transaction capture, and reporting. 
    • Back-office ↔ eCommerce (Shopify, Amazon, etc.), payment (Stripe, Square), CRM (Salesforce, HubSpot) — one source of truth for orders, cash, and customers. 

     

  • Logistics & Fulfilment Integrations: Amazon, eBay, 3PLs, or a custom warehouse system: we sync inventory, shipping fees, and sales tax back to the ledger so COGS and cash positions stay accurate without spreadsheet gymnastics. 

OUR METHOD

Assess

Action: Map current tools, pain points, and security posture.

Outcome: A clear view of what to keep, replace, or connect.

Design

Action: Architect a right-sized cloud and integration blueprint.

Outcome: You know scope, cost, and timeline before a single line of code.

Implement

Action: Configure apps, build connectors, migrate data, and train users.

Outcome: Go-live without business disruption.

Optimize & Support

Action: Monitor performance, patch vulnerabilities, and add automations as you scale.

Outcome: Your tech stays fast, safe, and aligned with evolving needs.

Result: A finance tech ecosystem that automates the mundane, secures the critical, and puts decision-quality data at leadership’s fingertips, perfectly complementing our Talent & Methods, Tax & Accounting, and Advisory offerings.