Financial Systems Setup & Automation

The Financial Smith's system transformation service guides organizations through the digital upgrade of their finance function. From selecting the right ERP or accounting software to migrating data and training staff, we manage the entire lifecycle. We focus not just on the technology, but on the processes it supports, ensuring your new system eliminates manual work, reduces error, and scales with your growth.

Efficiency

Scalability

Integration

Bookkeeper inputting financial data into accounting software
Bookkeeper inputting financial data into accounting software
Bookkeeper inputting financial data into accounting software
Conducting user training to ensure adoption of new financial software.
Conducting user training to ensure adoption of new financial software.
Conducting user training to ensure adoption of new financial software.

What we do

Building the digital backbone of finance

A financial system is only as good as its implementation. We partner with clients to replace outdated legacy systems and spreadsheets with modern, cloud-based solutions. Our approach ensures that your general ledger, accounts payable, and billing systems talk to each other seamlessly, creating a "single source of truth" for the entire organization.

Services Offered

End-to-end implementation support

We manage the technical and operational complexities of upgrading your financial stack.

1

Needs Assessment & Selection

Evaluating your requirements to select the perfect software stack (e.g., NetSuite, QuickBooks, Xero).

1

Needs Assessment & Selection

Evaluating your requirements to select the perfect software stack (e.g., NetSuite, QuickBooks, Xero).

1

Needs Assessment & Selection

Evaluating your requirements to select the perfect software stack (e.g., NetSuite, QuickBooks, Xero).

2

Data Migration & Cleansing

Safely transferring historical data while cleaning up errors, duplicates, and legacy formatting.

2

Data Migration & Cleansing

Safely transferring historical data while cleaning up errors, duplicates, and legacy formatting.

2

Data Migration & Cleansing

Safely transferring historical data while cleaning up errors, duplicates, and legacy formatting.

3

Workflow Automation

Configuring the system to automate recurring tasks like billing, reconciliation, and approvals

3

Workflow Automation

Configuring the system to automate recurring tasks like billing, reconciliation, and approvals

3

Workflow Automation

Configuring the system to automate recurring tasks like billing, reconciliation, and approvals

4

System Integration

Connecting finance tools with CRM, HR, and inventory systems for unified data flow.

4

System Integration

Connecting finance tools with CRM, HR, and inventory systems for unified data flow.

4

System Integration

Connecting finance tools with CRM, HR, and inventory systems for unified data flow.

5

User Training & Documentation

Creating custom SOPs and training your team to utilize the full capabilities of the new system.

5

User Training & Documentation

Creating custom SOPs and training your team to utilize the full capabilities of the new system.

5

User Training & Documentation

Creating custom SOPs and training your team to utilize the full capabilities of the new system.

6

Post-Go-Live Support

Providing troubleshooting and optimization support during the critical transition period.

6

Post-Go-Live Support

Providing troubleshooting and optimization support during the critical transition period.

6

Post-Go-Live Support

Providing troubleshooting and optimization support during the critical transition period.

How we work

A phased approach to implementation

Bookkeeper inputting financial data into accounting software
Bookkeeper inputting financial data into accounting software
Bookkeeper inputting financial data into accounting software

We minimize disruption by following a rigorous testing and deployment methodology.

Scope & Select

We define assurance objectives and review existing sustainability frameworks.

Scope & Select

We define assurance objectives and review existing sustainability frameworks.

Scope & Select

We define assurance objectives and review existing sustainability frameworks.

Design & Configure

We map out your future-state workflows and configure the system to match your processes.

Design & Configure

We map out your future-state workflows and configure the system to match your processes.

Design & Configure

We map out your future-state workflows and configure the system to match your processes.

Test & Validate

We perform rigorous parallel testing to ensure data accuracy and system stability before launch.

Test & Validate

We perform rigorous parallel testing to ensure data accuracy and system stability before launch.

Test & Validate

We perform rigorous parallel testing to ensure data accuracy and system stability before launch.

Deploy & Optimize

We manage the go-live cutover and provide hands-on support to ensure adoption.

Deploy & Optimize

We manage the go-live cutover and provide hands-on support to ensure adoption.

Deploy & Optimize

We manage the go-live cutover and provide hands-on support to ensure adoption.

finance professionals working together on laptops during a system migration and testing phase.
finance professionals working together on laptops during a system migration and testing phase.
finance professionals working together on laptops during a system migration and testing phase.

Get in Touch

Stop Guessing. Start Strategizing.

Financial clarity is just one conversation away. Fill out the form to schedule a consultation and see how we can turn your data into a competitive advantage.

Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk

Other Services

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.