Accounting & Financial Operations
Finance
Finance that links to sales and procurement — not a monolith.
Background & Context
Finance serves accounting & financial operations organizations that need integrated operations—not disconnected spreadsheets and siloed departments. Controllers and accountants need a proper general ledger — chart of accounts, journal entries, AR and AP, payment application, and bank reconciliation — without buying an ERP that forces CRM and inventory on day one. Finance is rebuilt as an independently entitleable NestJS + Next.js product with its own API, portal, billing SKU, and schema prefix fin_. It covers currencies through bank accounts with service links to CRM, POS, and procurement for document-driven posting workflows — each module keeping its own data boundary.
The Challenge
Chart of accounts, journals, and trial balance live in Excel — month-end close is a fire drill Sales orders in CRM and purchase invoices in procurement do not flow to the ledger Exchange rates and currency codes are manual lookups instead of system-managed Applying customer payments to open invoices requires cross-referencing three screens Finance was bundled into a CRM you did not want — you need GL and AR/AP, not a full suite rewrite
The Solution
Controllers and accountants need a proper general ledger — chart of accounts, journal entries, AR and AP, payment application, and bank reconciliation — without buying an ERP that forces CRM and inventory on day one. Finance is rebuilt as an independently entitleable NestJS + Next.js product with its own API, portal, billing SKU, and schema prefix fin_. It covers currencies through bank accounts with service links to CRM, POS, and procurement for document-driven posting workflows — each module keeping its own data boundary.
Our Approach
Process analysis & blueprint
We documented current accounting & financial operations workflows, data sources, and approval paths—then defined module scope and success metrics for Finance.
Core module rollout
Phased deployment of Finance capabilities with master data migration, user training, and UAT cycles aligned to operational calendars.
Go-live & continuous improvement
Controlled go-live with hypercare support, executive dashboards, and a backlog for automation, mobile extensions, and analytics.
What We Delivered
- Currencies and chart of accounts — codes, exchange rates, hierarchical COA
- Journal entries — draft and post with line-level debits and credits and audit trail
- Accounts receivable — AR invoices with payment terms; link intent from CRM sales orders
- Accounts payable — AP bills from vendors; link intent from procurement purchase invoices
- Payments and banks — record payments, apply to open invoices/bills, bank account management
- Service links and webhooks — Platform link-activated events for cross-product posting
Outcomes & Impact
- Structured COA through GL — not spreadsheets and fire-drill month-end closes
- AR and AP in one finance product with payment application workflows
- Multi-currency support with system-managed exchange rates
- Linked posting intent from CRM sales orders and procurement invoices when siblings are entitled
- Standalone runnable — manual journals, AR, AP, and banks without CRM on day one
- Zero shared ledger database with CRM, POS, or procurement — webhooks and service links only
Finance gives accounting & financial operations teams a single operating system for the workflows that matter—visibility for leadership, structure for operators, and a foundation for the next phase of growth.
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