.Once you migrate the data into their system.
  • ii.Assuming you also buy their consulting partner’s hours.
  • iii.Excluding the spreadsheets your senior FP&A analyst has not yet been told to stop using.

    • We are not them. We connect to what you already run, build the workflow that pulls across the silos, and ship the deliverable on cadence — or answer the question on demand. The deliverable is the same regardless of how your stack got here.

    What follows is one such question, asked at 16:02 on a Tuesday, and answered by 16:17.

    Inventory · systems we read, not systems we replace
    09 RECORDED · 0 CONSOLIDATED
    1. 01HCMWorkday — current instanceconnected
    2. 02HCM, ex-the Workday instance two acquisitions ago that nobody has logged into in seven monthsdormant
    3. 03PayrollADP RUN — US · Gusto — UK & EU contractorsconnected
    4. 04GLSage Intacct — primary · NetSuite — APAC subsidiaryconnected
    5. 05Journal queuethe controller’s queue, managed by handconnected
    6. 06AR / BillingStripe Billing · Bill.com — vendor sideconnected
    7. 07APthe AP spreadsheet your controller built in 2019spreadsheet
    8. 08Headcountthe Google Sheet that has been the source of truth for headcount since the company had thirty employeesspreadsheet
    9. 09WarehouseSnowflake — finance schema, read-onlyconnected
    We did not ask the customer to consolidate. We connect to what is already there — including the instances nobody logs into anymore — and we read what we are permitted to read.
    Case file · the question and the reply
    16:02
    “Why is there a $43k variance between Workday and the GL on the comp accrual?”
    — CEO, sent at 16:02 on a Tuesday
    Field log · agent traversal
    1. 16:02:14INBOUND
    3 systems · 23 journal entrieselapsed · 15 min
    Drafted reply · for review16:17 · Tuesday
    Re: $43k variance, comp accrual — Workday vs. GL
    To: M. Castellanos, CEO · cc: K. Park, Controller · From: J. Hartley, CFO (via Mozap)

    The discrepancy resolves to the November executive bonus accrual. Posted gross of payroll-tax withholding in Workday HCM ($241,000); reversed net of withholding in the GL ($198,000) on Dec 1. The $43,000 delta is the employer-side payroll tax that was correctly accrued in HCM but never journalized to 6420.

    Recommend posting JE: DR 6420 $43,000 / CR 2150 $43,000. Will reflect in the Q4 close commentary.

    ↳ Sources scanned: Workday HCM (snapshot 12-08), GL accounts 6420 and 2150 (snapshot 12-08), journal-entry queue (entries 4471–4493).↳ Time elapsed, inbound to draft: 15 minutes.↳ Reviewed by K. Park · 16:20 · signed.
    1 page · 3 sources · 1 recommended JE
    Closing note

    A platform that owns the data can answer questions about its own data. We are not a platform. We are the team that walks across the hall and reads the spreadsheet — at the speed of an email reply.

    HOW IT WORKS

    A six-week ramp, then an ongoing retainer.

    01WEEK 1
    Discovery
    One 60-minute kickoff. We learn your specific close, your GL, your reporting templates. You grant read-only API access to QuickBooks, NetSuite, Sage Intacct — whatever you run.
    02WEEKS 2–6
    Build
    We build the first workflow against your data on our infrastructure. The first deliverable lands in your inbox within 30 days of kickoff, signed by us before send.
    03WEEK 7+
    Steady state
    Deliverables ship on cadence. Monthly memo on close day 3. Quarterly board page two weeks before the meeting. Weekly cash forecast every Monday morning.
    04ONGOING
    Maintenance
    Your COA changes, a new entity comes online, your reporting structure evolves — we update the workflow. No change order, no re-engagement fee. That is the retainer.
    WHAT WE NEED FROM YOU
    Read-only API access to your accounting system. One 60-minute kickoff call. A mutual NDA. That's it. No software to install, no team training, no prompt engineering on your side.
    Your data stays where it is. We pull what we’re permitted to read via OAuth, run the workflow on our infrastructure, and ship the finished deliverable to your inbox. Full security posture available under NDA.