Services
Three ways to work with us: one-time cleanups, ongoing care, and add-ons billed separately. Each package ends with something you can check.
One-time data audit and cleanup
We audit and clean your data once, with a record of every change. Vendors, users, customers, or any other list your business runs on, such as service or procedure code lists.
Vendor Master Cleanup
The basic task
Dedupe and standardize vendor records.
What you get
One clean record per vendor, with consistent names, addresses and contact details.
Details for Vendor Master Cleanup →Access and User Cleanup
The basic task
Find stale and duplicate user accounts and set a naming standard.
What you get
A list of accounts belonging to people who left, duplicates merged, and a naming standard to keep it clean.
Details for Access and User Cleanup →Customer Data Cleanup
The basic task
Dedupe and standardize customer and CRM records.
What you get
Duplicates merged, and addresses, phones and emails standardized.
Details for Customer Data Cleanup →
Ongoing care
Regular monthly audits to maintain data quality and consistency.
Ongoing Data Care
The basic task
Monthly rerun of the cleanup checks.
What you get
A monthly clean-data report.
Details for Ongoing Data Care →
Add-ons for finance and back office
Billed separately, alongside a cleanup or your monthly care.
Accounts Payable Add-on
The basic task
Duplicate-invoice audit and review of approval routing.
What you get
A list of possible duplicate payments to recover, and a map of where invoices skip approvers, with fixes ranked by dollars at risk.
Details for Accounts Payable Add-on →Back-Office Support
The basic task
Data entry and back-office processing.
What you get
Agreed volume, turnaround and accuracy checks.
Details for Back-Office Support →
Where to next
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