We bridge the gap between your ERP systems and the close process, automating data flows so your finance team spends less time reconciling and more time on analysis.
Start a conversationOur servicesMost close delays start with data: extracts, spreadsheets and manual handoffs between systems. We remove those steps.
Reliable, repeatable pipelines that pull trial balances, subledger detail and master data out of your ERP and into the close.
Automate reconciliations, accruals support, journal entry preparation and task tracking to shorten close cycles.
Clear data lineage and documented, repeatable steps, so reviewers and auditors can trace every number.
A focused review of your current close: where time goes, where errors enter, and what to automate first.
A sample engagement showing how we connect an ERP cost system to the month-end close and give operations a clear view of spend against target.
Operations needed to see actual costs against target budgets by operating area, and the close team needed the same numbers to support month end.
Power Query connections through a data gateway into the SAP cost system. Cost center details roll up into cost towers for each operating area, and actuals are updated against target budgets. The Power BI data was also loaded so analysts could view it in Excel through Get Data and see the impact on the ledger.
Better support for the month-end close and a Power BI report operations can view on their own. Close was completed in 3 working days, usually less.
Map your close calendar, data sources and pain points with your team.
Define the target process and data flows, prioritized by impact and effort.
Build and test the automation alongside your accountants, in parallel with a live close.
Hand over documentation and training so your team owns the process.
We sit between accounting and IT, so we speak both languages.
Every solution is judged by two questions: does it make the close faster, and does it make it more accurate?
We work with the systems you already run rather than asking you to replace them.
Plain-language plans, documented logic and no black boxes your team can’t explain.
Nelson founded TransformFinance LLC on hands-on experience: nine years in corporate finance systems, including more than three years spent integrating systems to speed up the financial close. A graduate of Oklahoma State University, he grew up in Broken Arrow, Oklahoma.
Corporate finance systems experience
Integrating systems to expedite the close
University graduate
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Tell us about your ERP environment and close process, and we’ll suggest where automation can help most.
boshuizen@transformfinancellc.comNelson Boshuizen, Founder