ERP & Finance Platforms
Your ERP should close the books
not create a second job doing it
We implement, rescue, and build automation on top of the major ERP and finance platforms mid-market firms run - NetSuite, Sage Intacct, Microsoft Dynamics 365, and others - so your finance team spends time on analysis, not data wrangling.
Book a strategy call$250M+
Pipeline generated
42%
Average pipeline growth
18.3%
Average budget saved
Results from actual client engagements.
Most mid-market ERPs are configured for the company that no longer exists
ERP systems get stood up during a growth phase or a private equity transition, configured to match how the business worked at that moment, and then the business changes. New revenue streams, new legal entities, new billing models, acquisitions - and the chart of accounts, intercompany rules, revenue recognition schedules, and approval workflows never catch up. The result is a finance team running month-end close with a mix of system exports, manual journal entries, and spreadsheets that only two people understand. The ERP becomes a system of record in name only.
The deeper problem is that ERP configuration decisions made at go-live have long downstream consequences. A multi-entity firm that set up NetSuite with a flat subsidiary structure, or a SaaS company that configured Sage Intacct without ASC 606 contract modification rules, cannot simply flip a setting later. Fixing it requires a structured remediation project - not a support ticket. Most internal teams do not have the bandwidth or the platform depth to run that project while also closing the books every month.
The ERP & Finance platforms we specialize in
Pick your platform. We'll make it deliver.
NetSuite
We implement, rescue, and extend NetSuite for mid-market operators - fixing chart of accounts design, revenue recognition, multi-subsidiary consolidation, and the CRM-to-ERP handoffs that lose data every close cycle.
Explore NetSuiteQuickBooks
We restructure your QuickBooks environment - chart of accounts, class tracking, custom reporting, and third-party integrations - so your financials reflect how the business actually runs, not how it ran when you first signed up.
Explore QuickBooksWhy mid-market firms bring us in for ERP work
We have run implementations, not just advised on them
Our team has personally configured chart of accounts structures, intercompany elimination rules, multi-currency revaluation settings, and consolidation hierarchies inside the platforms we work on. We know where the default configuration leads you into trouble and how to avoid it before it becomes a close problem.
Rescue projects for ERPs that went sideways
A significant share of mid-market ERP implementations go live with material gaps - duplicate vendors, broken approval chains, revenue schedules that do not match contract terms. We scope and execute remediation projects that stabilize the system without requiring a full reimplementation, so your team is not starting over.
Finance and CRM data that actually agrees
When Salesforce closes a deal and NetSuite or Dynamics 365 needs to create the invoice, the handoff is almost always where data quality breaks down. We design and implement the integration layer between your CRM and ERP so that order-to-cash runs without manual rekeying or reconciliation exceptions every month.
Revenue recognition configured to match your contracts
ASC 606 compliance inside an ERP is not a checkbox - it requires performance obligation setup, standalone selling price allocation, and contract modification handling that matches how your sales team actually writes deals. We configure these rules inside the platform so recognition runs automatically and auditors can trace every entry.
Custom AI agents built on top of your financial data
We build AI agents that sit on top of your ERP data to automate variance analysis, flag anomalies in AP aging, draft management reporting commentary, and surface cash flow signals - work that currently lands on your senior finance staff every single month.
Multi-entity and consolidation architecture that scales
Adding a legal entity, an acquisition, or a new geography to a poorly structured ERP is painful. We design subsidiary hierarchies, intercompany transaction rules, and consolidation eliminations so that growth does not require a re-architecture project every time the org chart changes.
What actually goes wrong inside mid-market ERP systems
The most common ERP failure mode at mid-market scale is not a technology problem - it is a configuration debt problem. The system was set up to match a business that has since changed, and nobody had the time or the platform expertise to update the configuration as the business evolved. Chart of accounts structures that made sense for a single-entity services firm do not work when you add a product line or a second legal entity. Revenue recognition rules configured for simple time-and-materials contracts break when you start selling multi-element arrangements. Approval workflows built for a fifteen-person company create bottlenecks when the company reaches a hundred people.
The second most common failure mode is the integration gap between the ERP and everything around it. Most mid-market firms run their ERP alongside a CRM, a payroll system, an expense management tool, and often a purpose-built platform for their industry. Each of those systems has its own data model. When the connections between them are built as one-off point integrations - or not built at all - the finance team ends up reconciling differences between systems manually at month-end. That reconciliation work is not just slow; it introduces errors and makes the audit trail harder to follow.
How we approach ERP work differently than a typical implementation partner
Most ERP implementation partners are certified resellers who follow the vendor's standard implementation methodology. That methodology is designed to get you live, not to get you configured correctly for your specific business model. We start from your actual operational processes - how deals are structured, how revenue is earned, how entities interact, how the board wants to see reporting - and work backward to the configuration. That means more time in discovery and less time rebuilding after go-live.
We are also vendor-agnostic in a way that most implementation partners are not. We do not have a preferred platform we are trying to place. If you are already on NetSuite, Sage Intacct, or Dynamics 365, we work with what you have and make it perform better. If you are evaluating platforms, we will tell you which one fits your situation based on your entity structure, your industry, and your existing technology stack - not based on margin or certification incentives.
The AI automation layer we build on top of ERP systems is a practical extension of this approach. Finance teams at mid-market firms are typically small relative to the complexity they manage. Automating the repeatable analytical work - variance explanations, aging summaries, cash flow projections, intercompany checks - frees senior finance staff for the judgment work that actually requires them. We build these agents to connect directly to your ERP data so the output is grounded in your actual numbers, not a generic model.
ERP & Finance questions, answered
Which ERP platform should we use - NetSuite, Sage Intacct, or Dynamics 365?
It depends on your business model, entity structure, and what you are already running. NetSuite handles multi-entity and multi-currency well and is common in PE-backed businesses. Sage Intacct is strong for project-based and nonprofit accounting with dimensional reporting. Dynamics 365 Finance makes sense when you are already deep in the Microsoft ecosystem. We will tell you honestly which fits your situation rather than pushing one we prefer.
We went live on our ERP but the implementation was incomplete. Can you fix it without starting over?
Usually yes. We start with a configuration audit to identify what is broken, what is missing, and what can be remediated in place versus what requires a more significant rebuild. Most mid-market ERP rescue projects do not require a full reimplementation - they require someone who knows the platform well enough to fix the specific gaps without introducing new ones. We scope the work before you commit to anything.
How long does a typical ERP implementation or remediation take?
A net-new mid-market ERP implementation typically runs several months depending on entity count, integration complexity, and data migration scope. A targeted remediation project for a specific problem - broken revenue recognition, intercompany mismatches, approval workflow gaps - can often be completed in weeks. We scope each engagement specifically rather than quoting a range that means nothing.
Our finance team is small. Can we realistically manage an ERP project internally?
A small finance team can absolutely own the project from the business side - defining requirements, validating configurations, running user acceptance testing. What they typically cannot do is also configure the platform, manage the integration build, and close the books at the same time. We handle the technical configuration and integration work so your team stays in the decision-making seat without burning out.
What does the integration between our CRM and ERP actually involve?
At minimum it involves mapping deal and product data from your CRM to invoice and order records in your ERP, handling currency and entity routing, and managing error states when the sync breaks. More mature integrations also pass payment status back to the CRM, trigger renewal workflows, and feed recognized revenue data into dashboards. We design the integration to match your actual order-to-cash process, not a generic template.
Can you build AI automation on top of our existing ERP without replacing it?
Yes. We build AI agents that connect to your ERP via API or data export, depending on the platform. These agents can automate repetitive finance tasks - AP exception flagging, variance commentary, cash flow projections, intercompany reconciliation checks - without requiring you to change your core system. The ERP stays as the system of record and the agents work on top of it.
We are about to be acquired or are acquiring another company. How does that affect our ERP?
It depends on which entity becomes the system of record and how different the two charts of accounts are. We have helped firms on both sides of acquisitions - mapping a target company's data into the acquirer's ERP, standing up a new consolidated entity structure, and building intercompany elimination rules from scratch. The earlier you bring us in relative to close, the less painful the data migration and cutover will be.
Not sure which ERP & Finance platform fits?
We're vendor-agnostic. Tell us your goals and we'll recommend the right stack - then build it.
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