implementing transaction matching?
If It Takes $300K to implement matching,
You’ve Been Sold the Wrong Thing.
What We Do
We Build the Process That Makes Your Tool Worth It
Not another implementation. Not another license.
We design Finance-owned matching processes and deliver automation that works. Whether you're replacing a legacy workflow or fixing a system that missed the mark — we help you get the results you were promised.
Metrics → Process → Tool Configuration
We don’t ship manuals with your logo. We ship a working process.
Metrics First
We start with your real KPIs →
No vendor vanity stats
Drives the Process
Process gets built to hit them →
Your metrics dictate rules, approvals, reports
Then We Fit the Tool
Only configure what supports the goals
No extras, no overbuilds
The Process-to-Be Shapes the System
We don’t start with the system. We start with the process it needs to run — because matching automation only works when the underlying logic and workflow match your team’s reality.
We design the process first: what needs to match, how exceptions are handled, who owns each step, and what metrics define success. Once that’s clear, we configure the system to support that — no more, no less.
Whether you're buying new or stuck with something that’s half-working, we make sure the system supports the process Finance actually needs — not just what the vendor pre-packaged.
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We design Finance-owned matching processes — accurate, lean, and audit-ready
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We help you select the tool that fits best — or get more out of the one you already bought
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We fit the system to match your process — not the other way around
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We configure only what helps hit your KPIs — not what fills a statement of work
Fast & Lean Implementation
We kick off every project with a rapid proof of concept built on your actual data — so you see how your matching process will work before we invest hours in configuration. It’s a fast, focused way to confirm design decisions, surface hidden risks, and align the team early.
That early clarity means fewer surprises, less rework, and a rollout that moves fast because the foundation is solid.
From there, we implement lean: remote delivery, sharp focus, no fluff. Finance leads the design. IT enables the system. And your team gains control instead of chasing status calls.
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Rapid proof of concept eliminates rework and reveals hidden risks
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No travel, no overhead, no on-site costs
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We meet with Finance for process clarity — and with IT for clean delivery
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We work in focused, remote sessions
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No bloated SOWs. No junior consultants. No delays
“The PoC showed in a week what the last vendor didn’t deliver in six months. For once, we weren’t guessing what we’d get.”
Tool-Neutral, Outcome-Focused
Your outcome matters more than their features.
We’re not here to push software. We’re here to get Finance results.
We’ve worked across the major matching platforms — Trintech, BlackLine, OneStream, and others. But we don’t sell them, we don’t take kickbacks, and we don’t care who wins the deal. We care that the process works.
That means:
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We’ll never recommend a tool unless it’s the right one for your process.
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We won’t over-engineer your config just to show off features.
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We’ll tell you if your current system can be salvaged — and we’ll prove it fast.
