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Service · Foundation

The data foundation AI needs to work.

A clean, integrated ERP and data layer — the prerequisite most AI projects skip, and the fix for AI initiatives that stalled on messy data.

Start with a Readiness Assessment See how it works
$3.8B
ledger migration executed at 0.001% variance
10M+
records migrated cleanly
4
major ERPs — NetSuite, Intacct, SAP, Oracle
The problem

Your AI project stalled on messy data.

You bought the tool and didn't get the ROI — because the data feeding it is inconsistent, the chart of accounts is tangled, and the systems don't talk. The model gets blamed; the real issue is the foundation. Owning that unglamorous foundation work is the difference between AI that delivers and AI that stalls.

What we modernize

A clean, integrated, AI-ready foundation.

01Data-quality audit

Find and fix the data and chart-of-accounts issues that quietly break AI accuracy.

02ERP & process optimization

Optimize your existing ERP (NetSuite, Intacct, SAP, Oracle) and redesign the process around it.

03Integrations

Connect disparate systems so data is clean, consistent, and available where AI needs it.

04AI-ready architecture & governance

A documented, governed data architecture that AI agents can actually run on.

How we deliver it

Assess, plan, modernize, and govern.

  1. 01AssessA data-quality and AI-readiness audit of your ERP, chart of accounts, and integrations.
  2. 02PlanA prioritized remediation plan that closes the AI-readiness gaps in sequence.
  3. 03ModernizeClean and integrate data, redesign process, and optimize the ERP into an AI-ready layer.
  4. 04GovernDocumentation and governance so the foundation stays clean as the business changes.

A clean foundation pulls through to everything else — the autonomous close and order-to-cash AI only work when the data underneath them is right.

Who delivers it
Led by Aaron Hall, PMP, CSM

20+ years in ERP and systems transformation — including a $3.8B ledger migration executed at 0.001% variance across 10M+ records. The unglamorous foundation work, done by someone who has actually migrated the ledgers and rebuilt the systems.

Questions finance leaders ask

The data foundation — answered.

Why does AI in finance need a data foundation first?

AI is only as good as the data and process beneath it. Most mid-market AI projects stall because they were bolted onto inconsistent data, a tangled chart of accounts, and disconnected systems. Fixing the foundation is what makes AI deliver.

Which ERPs do you work with?

NetSuite, Sage Intacct, SAP, and Oracle (including Oracle Cloud ERP), plus the integrations and data tooling around them. We're tool-agnostic and recommend what fits your stack.

Do you re-implement our ERP?

Not usually. We clean and integrate data, redesign process, and optimize your existing ERP into an AI-ready foundation. Full re-implementation is referred or partnered when truly needed.

How long does it take?

It depends on scope and entity/system complexity. We start with an assessment and remediation plan so the work is scoped and sequenced before any large commitment.

What's the first step?

A data-quality and AI-readiness assessment that audits your ERP, chart of accounts, and integrations, then hands you a prioritized remediation plan.

Let's Talk

Fix the foundation, unblock the AI.

Start with an assessment — we'll audit your ERP and data and hand you a prioritized AI-readiness plan.

Request a consultation