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Home / Solutions / Finance Operations

Finance Operations

Make your systems agree before the money moves.

We find $50,000 quietly leaking out of your business in 30 days, or you don't pay.

See how it works
QuickBookswhat was recorded
Xero Payrollwhat people were paid
Stripewhat money moved
HubSpotwhat was sold
Job trackingwhat work was done
Your rules1,284checked this run
Cleared1,267Passed every rule. They flow straight to the run.
Exceptions17Done, not billed. $27,820Paid twice. $3,040Wrong commission. $1,922
A person approves17 cards, not 1,284 rows.
Approve runSend to Dan
Works withand the rest of your stack

The problem

Sound familiar?

QuickBooks, Xero and NetSuite record what happened. Nothing checks whether it should have happened. We connect your accounting, payroll, billing, CRM and supplier systems, write your rules down with your finance team, and test every record against them. A person only sees what fails, with both source records attached.

  • Someone exports five systems into one spreadsheet every week to make the numbers agree
  • Work gets completed and never invoiced, or invoiced at last quarter's rate
  • Supplier, freight and 3PL invoices get paid without being checked against the contract
  • One person holds the pay run or the month-end close together

What we build

The workflows we put into production.

01

Reconciliation

Timesheet to payroll to invoice. Order to supplier cost to customer billing. Every record, every run.

02

Margin and commission checks

Rates, floors and commission plans tested on every deal, so payouts and margins are right the first time.

03

Supplier, freight and 3PL invoices

Invoices checked against rate cards, purchase orders and contracts before they're paid.

04

Management reporting

The numbers leadership asks for, rebuilt automatically from the systems of record.

Flagship engagement

The 30-Day Margin Control Layer

One recurring process, up to four systems, one ruleset signed off by your finance team. By Day 5 we verify at least $50,000 in conservative annual value from your own records, or your deposit comes back. The final payment is due only after one live cycle passes.

See how it works
  1. 01Diagnose · 2 weeks
  2. 02Prove · 4 to 8 weeks
  3. 03Run · Ongoing

Proof

Finance Operations work we've delivered.

All work
The Comedy ZoneLive entertainment
$250K+annual savings

Full-scale AI automation across 4 departments for a large US entertainment company

The Comedy Zone
MyMoneyEDUFinancial education
Zeromanual reconciliation

Every commission traced back to the deal that earned it

MyMoneyEDU

How it runs

Diagnose, prove, then run.

01Diagnose2 weeks

We interview the people doing the work, check your systems and data, and value every workflow we find.

02Prove4 to 8 weeks

One workflow, fixed scope, built in your own cloud and tested on your real records before it goes live.

03RunOngoing

An embedded team works down the blueprint while we keep what's live healthy and measured.

The full method

Other practices

Revenue OperationsAccount research, scoring, routing and follow-up, in production inside Salesforce or HubSpot.See the practice Knowledge OperationsDocuments, proposals and company know-how turned into systems the whole team can use.See the practice AI Operating StandardsFor teams already using AI: one architecture, shared guardrails, and people trained to build on it.See the practice

See what's leaking out of your margins.

We find $50,000 quietly leaking out of your business in 30 days, or you don't pay.

See how it works