Our Services
Everything here runs on ERPSync and the practice that built it: your accounting system stays in place, your documents become searchable, your reports go live in Excel, and AI agents work your books with guardrails.
ERPSync Implementation & Onboarding
Get your QuickBooks Online or NetSuite data flowing into ERPSync: full historical sync, document connectors, Excel reporting, and AI-agent access — set up by the CPA who built the platform.
- Full historical sync plus continuous incremental updates
- Google Drive, Microsoft 365, and email document connectors
- ERPSYNC Excel add-in setup for your reporting workbooks
Document AI & AP Automation
Connect your document sources and let AI read them: OCR with word-level precision, hybrid text and semantic search, and page-level links between documents and the transactions they support.
- AI-powered OCR with word-level position and confidence scoring
- Google Drive, SharePoint/Microsoft 365, and email ingestion
- Hybrid search: exact text match plus semantic meaning
Live Excel Reporting (ERPSYNC Add-in)
Turn Excel into a live reporting layer over your books with the ERPSYNC add-in: custom functions for balances, ratios, and trends that refresh in place — and work with Claude for Excel.
- Live functions: =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, =ERPSYNC.TREND, =ERPSYNC.ENTITIES
- Entity and date-range parameters built into the worksheet
- Transparent financial ratios, not black-box numbers
AI Agent Workflows for Accounting
Put AI agents to work on your books through ERPSync’s MCP server: querying financials, reading documents, and running close procedures — with permissions and an audit trail on every call.
- Claude and ChatGPT access to your books via MCP
- Encoded close workflows: intercompany reconciliation, AP identification, vendor cleanup
- Per-user, per-company permissions on every tool
Dashboards & Data Hub
Feed your analytics stack from a warehouse that reconciles to your ledger: dashboards on live accounting data, plus nightly Snowflake delivery for Power BI and Tableau.
- Financial statement and KPI dashboards on synced data
- Nightly Postgres-to-Snowflake delivery
- Power BI and Tableau ready
Multi-Entity & Intercompany Accounting
Bring order to complex entity structures: consolidated views, intercompany reconciliation, and clean books across every company in the group — the work our practice does every day.
- Multi-entity consolidation and reporting
- Intercompany transaction reconciliation
- Entity structure mapping and cleanup
Controller/CFO-as-a-Service
CPA-led controller and CFO support without the full-time cost: financial strategy, cash flow management, and reporting discipline — amplified by the ERPSync platform.
- Financial strategy and planning
- Cash flow management and forecasting
- Month-end close ownership
Custom Integration Workflows
Connect the rest of your stack — ecommerce, payments, payroll, industry systems — to your accounting data with integrations built and monitored by people who understand the ledger.
- Custom API development
- Shopify, Stripe, and payment processor integrations
- Workflow automation between systems