Solutions
Two kinds of work, one team: getting your data clean and keeping it that way, and running the back-office finance work that depends on it.
Data services
We work with your data wherever it lives: spreadsheets, system exports, reports and database tables.
Data cleanup and standardization
Duplicates merged, names and formats made consistent, and a record of every change.
Learn more: Data cleanup and standardization →Vendor, customer and user lists
One clean record per vendor or customer, and accounts for people who left found.
Learn more: Vendor, customer and user lists →Data entry and processing
Entry and back-office processing at an agreed volume, turnaround and accuracy check.
Learn more: Data entry and processing →Data extraction and conversion
Reports, PDFs and system exports (for example Power BI or Dynamics 365) turned into clean, usable files.
Ask about this: Data extraction and conversion →Clean-up before a software move
Data checked and mapped before you switch systems, so the import loads the first time.
Ask about this: Clean-up before a software move →Reporting from clean data
Reports built on data you can trust, including Power BI.
Ask about this: Reporting from clean data →Code list cleanup
Service or procedure code lists checked and mapped, with your staff signing off on every change.
Patient information only after a signed BAA.
Ask about this: Code list cleanup →
Finance and accounting
Back-office finance work for businesses without a full AP team. Billed monthly or as needed.
Accounts payable processing
Invoices entered, matched, coded, routed for approval and prepared for payment. You approve and release.
Learn more: Accounts payable processing →AP workflow review
A written map of how invoices move today, where they stall or could be paid twice, and fixes ranked by dollars at risk.
Learn more: AP workflow review →Vendor setup and verification
New vendors and W-9s collected, and every change to payment details confirmed by a call to the number on file.
Learn more: Vendor setup and verification →Accounts receivable support
Customer invoices, payments matched to the right invoices, aging reports and reminder drafts for you to send.
Ask about this: Accounts receivable support →Expense report processing
Employee expense reports checked against your policy and receipts before approval, including in Concur.
Ask about this: Expense report processing →Month-end AP reporting
Aging, open items and what is due, in one place for the month.
Learn more: Month-end AP reporting →
Ways to buy
One-time cleanups are fixed jobs with a written quote. Ongoing care and finance support are billed monthly or as needed.
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