Finance Integration
OFFERING OVERVIEW
When a target joins a parent company, we rationalize both organizations' processes into a single future-state operating model, build the roadmap to get there, and migrate the target onto the parent's systems. Our team accelerates the data mapping and reconciliation work behind the systems migration with AI workflows, so integration moves faster and more efficiently, with one integrated design and one sequenced plan, so nothing is left for the two finance teams to reconcile on their own.
Included capabilities
Current State Process Documentation
Documents current-state finance and accounting processes in structured SOP format, capturing workflows, system touchpoints, and current owners as the baseline for process redesign, automation, or integration planning.
Integrated Finance Design
Rationalizes the parent and target current-state assessments into a single integrated future-state operating model, inclusive of ownership and responsibilities mapping, with a facilitated decision session involving leadership from both organizations.
Integration Roadmap Development
Builds a phased, prioritized integration roadmap sequencing workstreams by complexity, dependency, and urgency, aligned to the client's operational and reporting calendar.
Systems Migration
Migrates a company from its existing finance systems onto a parent company’s platform or a newly selected platform, using the relevant data migration and remediation capabilities.
Any Capability Under Data Migration and Remediation
All Data Migration and Remediation capabilities are applicable within a Finance Integration engagement, scoped and priced as part of the overall integration SOW rather than duplicated here.
Vendor Documentation Collection
Collects, organizes, and standardizes vendor documentation (W-9s, vendor master data, contracts, compliance records) to support AP platform transitions and vendor onboarding.
