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A governed finance data platform for agency groups and project-based firms: one entity key, reconciliation that runs as a control on every load, and a working-capital layer on top. Built to SOX-grade audit standards from day one.
If two of these are true, the rest of this page is about you.
The order is the reason it works. An AI layer over finance needs something solid underneath it, and that something is a governed ledger.
One entity key across your ERP and planning platform. Reconciliation runs automatically on every load, to a one-dollar tolerance. Every difference comes back as a flagged adjustment, so you see how much is out and where it came from.
Live working capital on the governed layer: AR and AP ageing, DSO and DPO per entity, WIP ageing, a 13-week cash flow view. Questions that used to take weeks take minutes.
Natural-language querying over governed numbers, with lineage back to the posting. Automated variance commentary. Forecasting that has something solid to stand on, because the ledger is underneath it.
A global marketing communications group, 324 active legal entities, 207 of them billing through the ERP, inside a ten-level hierarchy, reconciled its ERP against its group planning platform by hand, in spreadsheets, every month. We built the bridge between the two systems in six months. The client name stays under NDA. The numbers on this page are cleared for publication, and a reference conversation can be arranged under NDA.
We map your systems, entity structure and close process. You get a fixed scope, a fixed price and a build plan.
The reference build at 324 entities took six months to production. Smaller landscapes move faster. Infrastructure as code, one deployment pipeline, documentation generated as a by-product of building.
Once the ledger is governed, each use case from the catalogue is a small project carrying its own business case. You pick the sequence.
The range depends on entity count, number of source systems and the scope of the governed layer. Every engagement starts with a fixed-price assessment, so you know the number before you commit to the build.
No. The bridge pattern, a transactional system reconciled to a group planning platform on a shared entity key, is platform-independent.
Yes. The architecture is the same for 20 entities as for 324. Timeline and cost shrink with the entity count.
You own the platform. The use-case catalogue becomes your roadmap, and each item is a small, separately justified project.
Federated identity with no stored secrets, infrastructure as code, and an audit trail built in from day one.
Really. The short version: environments are created from code, every change ships through one pipeline, and documentation generates automatically. The long version is in the case study.
Yes. A reference conversation can be arranged under NDA.
Thirty minutes, your landscape on the table, and an honest read on what the bridge would take. Bring your ERP and your group planning platform, we will map the rest.
