A global SaaS company had GL data that was only about 20% accurate. After cleaning and validating it at the source, it became fully reliable and auditable.
Finance data, clean and ready in your cloud.
Automation and AI only work on clean, well-structured data. We get your finance data ready: cleaned at the source, structured the way Finance thinks, and loaded into your own cloud.
The problem we fix.
- Every report needs manual fixing before anyone can use it.
- Data from GP, SAP or Oracle arrives messy, duplicated or miscoded.
- Finance data lives in spreadsheets on personal drives.
- You want automation and AI, but your data is not ready for it.
What we build for you.
- 1Data readiness assessmentWhat you have, where it lives, how clean it is, and what to fix first.
- 2Cleaning at the sourceERP data from Dynamics GP, SAP, Oracle and others deduplicated, validated and correctly coded.
- 3Finance data in your cloudStructured and loaded into your own tenant: Microsoft Fabric, Azure, Databricks or SQL. Your data stays yours.
- 4Ready for reporting and AIA trusted model that reconciliations, reporting and AI can run on, with KPIs defined once.
IT doesn't understand Finance. Finance can't speak IT. We speak both.
Most finance teams are stuck doing manual work, not because automation doesn't exist, but because IT doesn't understand what Finance needs, and Finance can't translate it. We sit in the middle and do both.
What Finance needs
The CFO, the controller, the close team
- Reconciliations that tie out, every time
- A close that finishes on schedule
- Statements and commentary the board trusts
- Analysis in-house, not waiting on a vendor
What IT builds
The systems, data and security behind it
- ERP connections and APIs
- Data pipelines into your cloud
- Power Automate flows and Power Apps
- Power BI models and access control
Finance leaders who build. Ben Taher has 18+ years as a Finance Director and builds hands-on in Power BI, Power Automate, SQL, Databricks and Microsoft Fabric. Hazem El Banna brings 20+ years of controllership, shared services and ERP implementation. No spec lost between a consultant and your IT team, no new software to buy, and you own everything we build.
GL accuracy: 20% to 100%.
Three steps. No surprises.
Diagnostic
We map how the work happens today and rank what to automate by hours saved.
Build
Quick wins first, built inside your own Microsoft environment.
Handover
Training and documentation. No licence fees to us, no lock-in.
Common questions.
Which cloud do you use?
Yours. We build in your own Microsoft or Databricks environment, so the data never leaves your control.
Do we need a data warehouse?
Not always. Some finance teams do well with Power BI alone. We only recommend a cloud platform when the volume, number of systems or AI plans really need it.
Will our team be able to maintain it?
Yes. We document everything, train your team, and use standard Microsoft and Databricks tools, nothing proprietary.
Other services: Finance Transformation & CFO Advisory →Month-End & Year-End Close →Audit-Ready, All Year →Client Retention Intelligence →Bookkeeping & Payroll →Tax & Compliance →