Financial Systems & ERP
System implementations, ERP migrations, and process redesign that modernize financial operations across Oracle, SAP, Workday, Sage Intacct, Microsoft Dynamics, Odoo, and 20+ platforms.
Make the System You Own Actually Work
Organizations outgrow legacy systems. Mergers create incompatible platforms. New regulatory requirements demand capabilities your current technology cannot yet deliver. And many organizations have already paid for financial systems that were never fully implemented — your team is working around the system instead of through it.
We don't just configure software. We redesign processes collaboratively with the people who will use them, train staff through hands-on practice rather than classroom instruction, and transfer the knowledge your team needs to operate independently. Industry data shows 55 to 75 percent of ERP implementations fail to meet their objectives — almost always because less than ten percent of the budget went to training and change management. We fix that ratio.
Financial Systems Services
ERP Implementation
We manage full-cycle implementations from requirements gathering through go-live and post-implementation support. We design the implementation around how your team actually works — not around what the vendor's standard methodology assumes. Your team operates the system independently when we step back.
System Migration
We convert legacy systems, migrate data with your team, and run parallel testing that confirms continuity of operations before cutover. Historical data integrity is preserved. Your staff understands every step of what changed and why.
Process Redesign
We work with the people who use your processes daily to identify inefficiencies, eliminate workarounds, and rebuild workflows that leverage your system's actual capabilities. Processes that get designed with your staff get used by your staff.
Integration Services
We connect financial platforms with HR, grants management, and operational systems — eliminating the manual data transfers and reconciliation work that consumes staff time. Your systems tell one consistent story.
Chart of Accounts Design
We design account structures optimized for fund accounting, grant tracking, and multi-entity consolidation — built to support both compliance reporting and management analysis without duplicate data entry or manual reconciliation.
Training & Documentation
We train your staff through iterative testing and hands-on practice — not slide decks. We document every process in plain language your team can actually follow. When implementation is complete, your organization owns the system. We don't.
Platforms We Support
Our team has implementation and optimization experience across the financial platforms most commonly used by government, nonprofit, healthcare, and insurance organizations.
Enterprise Platforms
Oracle PeopleSoft & NetSuite, SAP, Microsoft Dynamics & Dynamics SL 2018, Workday Government Cloud, CGI Advantage
Mid-Market Solutions
Sage Intacct, MIP & MAS 500, Deltek Costpoint, AccuFund, Blackbaud Financial Edge, Central Square (IFAS), Odoo
Healthcare & Insurance
Oracle Health (Cerner), Epic, MEDITECH, Sapiens, specialized billing and claims systems
Grants & Compliance
Grants.gov, SAM.gov, eCivis, Submittable, Automated Standard Application for Payments (ASAP), other federal, state, and private reporting systems
Explore Other Services
Fractional CFO & Controller
We serve as your CFO on a part-time basis while developing your team's capability to operate independently.
Find out more →Financial Leadership Development
We develop your finance staff, board members, and executives into capable financial leaders.
Find out more →Financial Crisis Stabilization
We deploy within 48-72 hours when financial leadership departs suddenly or audit findings demand immediate response.
Find out more →Data Science & Analytics
We transform financial data into strategic intelligence with predictive modeling and operational performance dashboards.
Find out more →