Accountant-Led Implementation

Financial systems configured by accountants.

Software alone will not fix your finances. We provide expert accounting system implementation and stack design. Stop relying on manual data entry and let our accounting professionals configure your tools to scale.

Connected Finance Stack
Shopify
A2X
Stripe
Bill.com
Gusto
Ramp
QuickBooks / Xero
All tools mapped to the right GL accounts
The Software Spaghetti Problem

Buying subscriptions will not fix broken accounting.

You have outgrown spreadsheets, but your current setup is tangled. When native integrations map to the wrong general ledger accounts or middleware flows break, highly paid finance teams revert to manual data entry. If you are copying and pasting between disconnected platforms, you require a comprehensive finance tech stack audit to identify the operational gaps.

Shopify and Amazon sales mapped to wrong revenue accounts
Bill.com or Ramp pushing entries with incorrect tax codes
Gusto journals creating duplicate or missing payroll lines
Zapier flows breaking silently and leaving data behind
Our Edge

Configured for compliance, not just connection.

Software integrators know how to connect APIs. They rarely understand revenue recognition or inventory mapping. As experienced accounting software consultants, we approach your tech stack strictly through the lens of proper accounting principles. We ensure your cost of goods sold, payroll journaling, and tax liabilities are structurally sound before we turn any integration on.

Standard Implementer

Connects APIs without context

  • Maps everything to default accounts
  • Skips reconciliation testing
  • No accrual or COGS validation
  • Hands off without auditor review
FACT Solutions

Configures for accounting accuracy

  • Custom chart of accounts mapping
  • Validates reconciliation flows pre-launch
  • Tests revenue recognition and COGS logic
  • Hands off audit-ready, with documentation
Our Approach

A diagnostic approach to systems design.

We do not guess. Our team follows a strict four-step methodology for every cloud accounting migration and system setup to protect your data integrity.

1

Audit

We map your current state, identifying manual bottlenecks, redundant tools, and broken data flows.

2

Architect

We recommend the right-sized software stack for your specific business stage and operational volume.

3

Implement

We configure your chart of accounts, migrate historical data safely, and establish the correct integrations.

4

Train

We hand over a fully documented system and train your internal team on the new daily workflows.

Core Implementation Services

Building your operational foundation.

System Selection & Migration

Moving off legacy systems or launching a new entity requires a clean foundation. We act as your QuickBooks implementation consultant or provide full Xero migration services to ensure your core ledger is accurate. For early-stage companies, we execute proper bookkeeping software setup so you begin with clean, scalable data.

QuickBooks Xero Wave Migration

Stack Integration & Workflow Design

We connect your operational tools directly to your general ledger. We manage complex e-commerce accounting integration using reliable connectors to eliminate manual sales entry and protect your inventory data from duplication.

Shopify A2X Stripe Workflows

Spend & AP Automation

Stop chasing receipts and manual approvals. We execute comprehensive accounts payable automation setup using industry-standard spend management platforms to enforce strict approval matrices and touchless payable workflows.

Bill.com Ramp Brex Expensify
Our Trusted Tech Stack

Fluency across the financial ecosystem.

We configure and connect the platforms your business relies on.

Core GL (Primary)
QuickBooks Online Xero Wave
Enterprise Upgrade
Oracle NetSuite multi-phase, scoped separately
E-Commerce
Shopify A2X Link My Books
Spend & AP
Bill.com Ramp Brex Expensify
Payroll & HR
Gusto Deel ADP
Reporting
Fathom Spotlight
Who We Implement For

Built for growing finance teams.

Our implementation services target businesses that have hit an operational ceiling. We design accounting workflow automation for:

Founders & Early-Stage Startups

Migrating from Excel or requiring a clean, investor-ready setup from day one.

High-Volume E-Commerce

Brands struggling with payout reconciliation and inventory sync across multiple sales channels.

Scaling Finance Teams

CFOs and controllers adopting modern spend management or unifying reporting across multiple entities.

Stop working for your software.

Get a finance stack configured correctly by experienced professionals. Talk to us before you buy another subscription or attempt another migration.