Our Services

Seamless Connectivity Across Your Financial Ecosystem

Our integration services connect disparate accounting systems, ensuring real-time data flow and eliminating manual data entry. We specialize in complex multi-system environments where accuracy and timeliness are critical.

Integration Capabilities:

• ERP Integration: SAP, Oracle, Microsoft Dynamics, NetSuite
• Accounting Software: QuickBooks, Xero, Sage, FreshBooks, Wave
• Banking Systems: Direct bank feeds, ACH processing, wire transfers
• Payroll Systems: ADP, Paychex, Gusto, BambooHR
• E-commerce Platforms: Shopify, WooCommerce, Magento, Amazon
• CRM Systems: Salesforce, HubSpot, Zoho, Pipedrive
• Expense Management: Expensify, Concur, Coupa
• Tax Software: Avalara, TaxJar, Vertex

Key Features:

• Real-time bi-directional synchronization
• Custom field mapping and data transformation
• Error handling and retry mechanisms
• Audit trails and change logs
• API rate limit management
• Webhook and event-driven updates

Zero-Downtime Migration to Modern Platforms

Migrate from legacy accounting systems to cloud-based solutions with complete data integrity. Our proven methodology ensures business continuity throughout the migration process.

Migration Process:

1. Assessment & Planning: System analysis, data mapping, timeline development
2. Data Extraction: Historical data export with validation
3. Data Transformation: Format conversion, cleansing, enrichment
4. Parallel Run: Side-by-side operation for verification
5. Cutover: Final migration with rollback capability
6. Post-Migration Support: 90-day hypercare period

What We Migrate:

• Chart of accounts and GL balances
• Customer and vendor master data
• Open transactions (AR/AP)
• Historical transactions (configurable period)
• Bank reconciliations
• Fixed assets and depreciation schedules
• Inventory and cost layers
• Tax configurations and history
• Custom fields and user-defined data
• Document attachments and notes

Complete Accounting Department as a Service

Outsource your entire accounting function or specific processes to our certified professionals. Reduce costs by 60% while improving accuracy and turnaround times.

Outsourcing Services:

Optimize Your Accounting Software for Peak Performance

Expert configuration of accounting systems to match your unique business requirements. We ensure your software works exactly how you need it to.

Configuration Services:

• Initial Setup: Company structure, fiscal periods, numbering sequences
• Chart of Accounts: Design, segmentation, hierarchy, consolidation rules
• User Management: Roles, permissions, approval workflows, segregation of duties
• Tax Configuration: Tax codes, rates, nexus, exemptions, reporting
• Multi-Entity Setup: Subsidiaries, branches, consolidation, eliminations
• Multi-Currency: Exchange rates, revaluation, translation, hedge accounting
• Custom Fields: User-defined fields, calculated fields, conditional logic
• Workflow Automation: Approval chains, notifications, escalations
• Document Management: Templates, routing, archival, retention policies
• Integration Settings: API configuration, data mapping, sync rules

Intelligent Automation for Accounting Excellence

Deploy robotic process automation and AI to eliminate manual tasks, reduce errors, and accelerate your financial operations.

Automation Solutions:

• Invoice Processing: OCR scanning, data extraction, automatic coding, exception handling
• Expense Management: Receipt capture, policy compliance, automatic approval, reimbursement
• Bank Reconciliation: Statement import, automatic matching, exception investigation
• Journal Entries: Recurring entries, allocations, accruals, reversals
• Financial Close: Task orchestration, checklist automation, rollforward schedules
• Report Generation: Scheduled reports, dynamic distribution, variance alerts
• Data Validation: Duplicate detection, anomaly identification, compliance checks
• Customer Onboarding: Credit checks, document verification, account setup

Technologies We Use:

• UiPath, Blue Prism, Automation Anywhere
• Microsoft Power Automate
• Python scripting and APIs
• Machine learning models
• Natural language processing

Empowering Your Team for Success

Comprehensive training programs and round-the-clock support to ensure your team maximizes the value of your accounting systems.

Training Programs:

• Role-based training curricula
• Live instructor-led sessions
• Self-paced video courses
• Hands-on practice environments
• Certification programs
• Best practices workshops

Support Services:

• 24/7 helpdesk (phone, email, chat)
• Dedicated account managers
• Remote troubleshooting
• System health monitoring
• Performance optimization
• Regular system updates
• Custom report development
• Ad-hoc consulting