Ready to Leave Manual Processes Behind? Let's Automate Your Future.
Streamline accounting, finance, and business operations with intelligent AI agents, Microsoft 365 automation, and ETL workflows that reduce errors, cut costs, and free your team to focus on strategy.
Who We Help
Accounting Departments
Automate journal entries, reconciliations, and month-end close. Streamline PBC lists and boost accuracy for faster, audit-ready financials.
Finance Teams
Automate budgeting, forecasting, and FP&A refreshes. Get real-time variance analysis and dynamic dashboards that drive smarter decisions.
Business Operations
Streamline approvals, notifications, and document workflows. Automate onboarding and compliance tracking for seamless daily operations.
Core Automation Services
Accounting Automation
- Automated journal entries
- Bank/GL reconciliations
- Month-end close workflows
- Real-time reporting & dashboarding
Finance Automation
- Live budgeting/forecasting refreshes
- Power BI financial models
- Variance & driver analysis
- Cashflow & KPI automations
Business Operations
- Approvals & document flows
- Notifications & workflows in Teams
- Employee onboarding tasks
- SOP compliance automations
Technology Stack
Microsoft 365 Integration
- Office365 Applications - Integration with Office Applications
- Power Apps - for building custom applications
- Power Automate - for automating workflows
- Power BI - for business intelligence and data visualization
ETL + Data Pipelines
- SQL data sync pipelines
- Python-based data transformation & manipulation
- Dynamic data ingestion
- Outbound integrations to CRMs, ERPs & third-party systems
Agentic AI Workflows
- AI assistants that take action on your behalf
- Intelligent task routing
- Automated data cleanup & categorization
- Natural-language-driven workflows
Implementation Process
Our structured approach ensures a seamless transition to automated workflows, delivering impactful results every step of the way.
1
Free Discovery Call
We learn your workflows, systems, and business needs to understand your unique automation opportunities.
2
Process Mapping & Solution Design
Our experts create a detailed automation blueprint, outlining tailored solutions and expected outcomes for your organization.
3
Build & Implementation
Custom Microsoft 365, ETL, and AI workflows are developed and integrated into your environment, built precisely to your requirements.
4
Training & Adoption
We empower your team with comprehensive training to ensure smooth adoption and maximize the return on your automation investment.
5
Ongoing Optimization
As your business evolves, we provide continuous support and enhancements to your automations, ensuring sustained efficiency and growth.
Ready to Transform Your Business?
Let's discuss how automation can revolutionize your operations.
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