Tech & Automation
We map, integrate, and automate your entire financial tech stack — eliminating manual entry, reducing errors, and giving you real-time visibility.
Why traditional tech & automation fails.
The average growing business uses 6–12 tools generating financial data. In most cases, data is manually re-entered into the accounting system — or never entered at all. We eliminate the manual layer by building automated pipelines between every tool and your GL.
What’s included
Tech Stack Audit & Recommendation
Map current tools, identify redundancies and gaps, recommend the optimal stack for your size, industry, and growth trajectory.
Payment Processor Integration
Stripe, Square, PayPal, Shopify Payments — clearing-account integrations that separate revenue, fees, refunds, and chargebacks automatically.
Payroll & HR System Integration
Gusto, Deel, Remote, ADP — payroll journal entries auto-posted to GL with correct departmental and project-level allocations.
Expense Management Automation
Dext or Ramp for receipt capture, approval workflows, and auto-categorization. Submit on phone, journal entry posts itself.
Custom API & Zapier Workflows
For gaps where off-the-shelf integrations don't exist — custom API connections and Zapier automations bridging your entire stack.
Want to see how Tech & Automation fits your business?
Book a free 30-minute strategy call with our team.