Guiding accounting departments into the AI era

We connect systems and automate the work within them

Heading builds solutions tailored to your processes, controls, and priorities.

01 / WHAT WE DO

Not sure where to begin?

Unlock more time for higher-value work by reducing repetitive tasks and focusing your team’s expertise where it matters most.

Cash application

Customers shouldn’t be put on hold because a payment hasn’t been applied.

Bring payments, remittances, and ERP data together to match cash and update customer balances faster. Exceptions go to the team for review so credit availability stays accurate and orders keep moving.

Billing & collections

Still piecing together the customer story before following up on an invoice?

Bring invoices, disputes, customer correspondence, payment history, and collection activity together so the team can prioritize follow-up and resolve issues with the right context.

Forecasting

Still relying on gut feel to build the forecast?

Pull POS activity, financial data, and other relevant operating information together, then use established trends and business drivers to build and update forecasts as new data comes in.

Revenue recognition

Still building revenue schedules from contracts by hand?

Extract contract terms, apply your revenue rules, maintain schedules, and automate the preparation of related journal entries for review and posting.

Accruals

Still chasing down what needs to be accrued before close?

Use purchase activity, contracts, service periods, prior invoices, and other available data to identify accruals, prepare the support, and automatically create the related journal entries for review.

Management reporting

Still reformatting the financials from your ERP?

Take financial data from your ERP, apply your reporting format, and automate the creation of recurring management reporting, including consolidated reporting.

Lease accounting

Still pulling lease terms into spreadsheets to maintain your schedules?

Extract the relevant terms from lease agreements, apply your methodology, maintain the schedules, and automatically create the related journal entries with supporting calculations.

Fixed assets & depreciation

Depreciation shouldn’t depend on someone remembering to post it.

Maintain depreciation schedules according to your capitalization policies and useful lives, then automatically create recurring entries so they are ready for review and posting before the period closes.

Transaction coding

Still coding the same types of transactions over and over?

Have AI review historical transactions to identify repeatable patterns, then apply consistent coding rules to similar activity while routing exceptions for review.

Prepaid expenses

Still maintaining prepaid schedules in Excel?

Use invoice dates, service periods, accounts, and your accounting policies to maintain prepaid schedules and automatically create recurring amortization entries for review and posting.

02 / WHO WE HELP

For accounting teams who know where the friction lives.

Your accounting work lives in more places than your ERP.

Banking, email, spreadsheets, payroll, portals, expense tools. Your team is constantly pulling information together just to get the work done.

02 / WHO WE HELP

For accounting teams who know where the friction lives.

Disconnected systems

Your accounting work lives in more places than your ERP.

Banking, email, spreadsheets, payroll, portals, expense tools. Your team is constantly pulling information together just to get the work done.

Manual workflows

There’s a person behind every step.

Find the email. Download the file. Update the spreadsheet. Post to the ERP. Routine processes still depend on manual handoffs to keep the work moving.

Growing complexity

The same processes have more to carry.

More entities, locations, projects, SKUs, approvals, and reporting requirements make manual processes heavier, with more to review, reconcile, and manage.

03 / How we work

A better way forward starts with understanding the work.

We begin by understanding how the business operates, then identify where systems should connect and where work can be automated and simplified.

01 Understand

Start with the work, not the technology.

We map how the process runs today and look at which systems are involved, where people move between applications, where spreadsheets enter the process, where handoffs wait on someone, and where exceptions occur.

Current state

↓ Manual work

ExportManipulateCopyPasteImport

Desired state

↓ Automated work

Connected SystemsOngoing reconciliationReal-time reporting

02 Connect + automate

Connecting data is only the beginning.

We bring the systems involved in a workflow together, then automate the work between them. Data gets matched, work gets routed, and systems get updated without anyone manually moving information from one system to the next.

Connected workflow

COLLECT

ANALYZE

DECIDE

EXECUTE

REPORT

03 Simplify

Automation that works within your controls.

Your workflows follow the controls and approval thresholds you set. Routine work moves automatically, while exceptions and approvals come to one place for review.

One workspace

High confidenceMedium confidenceLow confidence

Resolve exceptions

Exception Requiring Action

ApproveDeny

04 / YOUR SYSTEMS

Keep your stack. Make it work harder.

We work across your existing technology stack to connect data, streamline workflows, and get more from the tools you already own. Zero ERP implementation agenda.

We offer 240+ integrations across multiple business software categories.

See what's possible.

Bring us your desired outcome, and we’ll explore what’s possible for your business.

Book a call