We give your Finance TeamControllerCFOAccounting TeamBack OfficeClose TeamOperatorsFinance Team back the hours the close keeps stealing.

Our automation stack centers on Microsoft Power Platform (Power Automate flows, Power BI dashboards, Power Apps for finance-specific UIs), Microsoft Copilot Studio for conversational finance agents, and direct Sage Intacct API integrations for transactional automation. We layer in best-in-class SaaS APIs — Bill.com, Ramp, Stampli, Tipalti, Ramp, ADP, Gusto, Salesforce, Workato, and HubSpot — depending on which systems your finance team already runs.

Power Automate orchestrates the workflow — pulling data from Sage Intacct, validating it, routing approvals, and pushing transactions back. Power BI surfaces the dashboards and KPI scorecards that finance and operations leaders need. Copilot Studio sits on top as a conversational layer — a chat agent that answers questions like "what is our AP aging by entity" or "show me provider contribution margin for last month" without anyone opening a report. Together they turn Sage Intacct from a system of record into a system of insight.

Yes, with the right guardrails. Our AI agent deployments use scoped service accounts, read-only access by default, explicit allow-lists for any write actions, audit logging on every transaction, and human-in-the-loop approval for material changes. We design agents to assist finance staff — generating draft journal entries, flagging variance anomalies, drafting variance commentary, and reconciling clearing accounts — never to replace controls. Every action an agent takes is reviewable and reversible.

Yes. Many Sage Intacct VARs and Sage Intacct Accountant Program (SIAP) firms engage us as white-label overflow capacity for specific phases of implementation — data migration, Power Platform integration buildout, Power BI dashboard design, Copilot Studio agent design, or complex API integrations. Our rate for VAR and SIAP overflow engagements is $225 per hour. We work under your client agreement, follow your delivery methodology, and never solicit your clients.

Automation engagements typically pay back in 6 to 14 months. The drivers vary: AP automation can recover 60% to 80% of invoice-processing time; report automation can compress month-end close by 2 to 5 days; AI-assisted variance commentary saves 4 to 12 hours per close. We model the specific business case in our Technology ROI Calculator before any engagement begins, so leadership sees the expected payback alongside the implementation cost.

Every engagement starts with a process map. We document the current-state workflow, the systems involved, the manual touches, the volume, and the average time per cycle. From there we identify the automation candidates with the highest leverage and lowest risk, build a prioritized backlog, and ship in two- to four-week increments. Most clients see the first production-grade automation live within four weeks of kickoff.

Yes. We have built and maintain integrations between Sage Intacct and Bill.com, Ramp, Stampli, Tipalti, ADP, Gusto, Salesforce, HubSpot, Workato, Boomi, MuleSoft, and several EMR/EHR platforms (Epic, Athenahealth, eClinicalWorks, NextGen). Where a pre-built connector exists, we configure and harden it. Where it does not, we build a Power Automate or middleware-based integration with monitoring, retry logic, and audit trails.

Yes. For any workflow that touches PHI-adjacent data, we apply HIPAA Privacy and Security Rule controls — role-based access, encrypted transport, minimum-necessary data design, and audit trails on every automated action. We do not store PHI in Sage Intacct itself; automations are scoped to financial events, encounter counts, and service-line metrics so the accounting system remains a clean financial source of truth.