Our Solutions

Enterprise Finance, Mid-Market Fit

Choose the right ERP, scope the right AI, and get a finance-led roadmap before you commit to implementation. We combine Sage Intacct's financial backbone with custom AI solutions designed around your specific constraints, workflows, and growth goals.

Choose the right ERP before committing to implementation scope.

Add AI only after the finance backbone and reporting flow are stable.

Start with a finance-led diagnosis, not a vendor-led product pitch.

Choose Your Next Step

Start with the Right Path

This page is most useful when you use it to choose the next action, not just to read feature lists.

Diagnose the bottleneck first

Use the assessment if you know growth is constrained but need clarity on whether the issue is process, reporting, or platform fit.

Compare ERP options

Review Sage Intacct, Acumatica, Odoo, and Sage X3 based on complexity, reporting needs, and the shape of your operations.

Compare ERP Platforms

Explore Sage Intacct fit

Go deeper on the ERP most often chosen for multi-entity finance teams that need real-time consolidation and API-ready architecture.

Our Delivery Model: You Own It, We Maintain It

You own the infrastructure and pay hosting + API costs directly. We keep admin access for upgrades, fixes, and optimisation (contract-defined). Full handoff happens with documentation, Loom walkthroughs, and training. This means you're never locked in — but we stay embedded as your strategic technology partner.

Core Platform

AI Powered ERP: The Foundation

Sage Intacct is the AICPA's preferred financial management solution, trusted by over 20,000 organisations worldwide. It provides the multi-company, multi-currency backbone that your AI strategy needs.

Multi-Entity Management

Manage unlimited entities with real-time consolidation, inter-company transactions, and elimination entries — all automated.

Real-Time Reporting

Dimensional reporting across entities, departments, and projects. Custom dashboards that update in real-time.

Multi-Currency

Automated currency conversion, revaluation, and reporting across all your international entities.

True Cloud Architecture

Born-in-the-cloud platform with 99.8% uptime SLA. Access from anywhere, integrate with everything.

Audit & Compliance

Complete audit trails, role-based access, and SOC 1 Type II compliance built into every transaction.

Open API Platform

RESTful APIs enable seamless integration with your existing systems, CRM, and custom AI solutions.

Sage Intacct Integration

Why Not Just Sage One?

Sage One is designed for single-entity small businesses. When you manage multiple companies, need real-time consolidation, multi-currency support, dimensional reporting, and API-first architecture for AI integration — Sage Intacct is the clear choice.

ERP Portfolio

Choose the Right ERP for Your Business

We implement and optimise multiple ERP platforms. The right choice depends on your size, complexity, industry, and growth trajectory — not vendor hype.

AICPA Preferred

Sage Intacct

AICPA-preferred cloud financial management for mid-market

Unlimited Users

Acumatica

Flexible cloud ERP with unlimited users and industry editions

Open Source

Odoo

Open-source modular suite with 80+ integrated business apps

Enterprise

Sage X3

Enterprise ERP for complex multi-legislation global operations

AI Layer

Custom AI Solutions

Built on top of Sage Intacct, our AI solutions use machine learning, natural language processing, and reinforcement learning to transform your finance function from reactive to predictive. Every solution is applied after QDOAA optimisation.

ML/AI

Intelligent Automation

ML-powered journal entry automation, invoice processing, and bank reconciliation that learns from your patterns.

Predictive

Predictive Analytics

Cash flow forecasting, revenue prediction, and anomaly detection using your historical financial data.

Optimisation

Process Mining

AI analyses your financial workflows to identify bottlenecks, redundancies, and automation opportunities.

NLP

Custom AI Dashboards

Natural language querying of your financial data. Ask questions in plain English, get instant visualisations.

Security

Fraud Detection

Real-time anomaly detection across transactions, flagging suspicious patterns before they become problems.

RPA

Integration Bots

Custom AI agents that automate data flows between Sage Intacct and your existing systems (Whimbrel, CRM, etc.).

Ongoing Support

5 Maintenance Pillars

Our retainer model covers five critical pillars that keep your systems healthy, secure, and evolving. Maintenance isn't new builds — it's strategic stewardship.

System Health Monitoring & Alerting

Proactive monitoring of all integrations, API health, data pipeline integrity, and system performance.

Performance & Cost Optimisation

Monthly review of API costs, query performance, model accuracy, and infrastructure efficiency.

Security & Compliance Management

Regular security audits, access reviews, compliance checks, and vulnerability assessments.

Future-Proofing & Strategic Updates

Stay ahead with new Sage Intacct features, AI model retraining, and technology roadmap updates.

User Adoption & Training

Ongoing training programmes, documentation updates, and change management support for your team.

Pricing

Transparent Engagement Models

We price like consultants, not vendors. The anchor is always: "What is this problem costing you?" Our pricing reflects the severity of your constraints, not just the complexity of the solution.

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AI Operations Audit

£5,000 – £15,000one-time

Current-state process map, ROI stack, prioritised roadmap, and implementation plan. The essential starting point.

  • Current-state process map (where time/money leaks)
  • ROI stack (levers + numbers + assumptions)
  • Prioritised roadmap (quick wins + bigger plays)
  • Implementation plan (phases, owners, timeline)
  • Cost of Inaction calculation

Implementation

Scoped from auditproject-based

Build and deploy. Time & materials or fixed-price based on audit findings.

  • Sage Intacct configuration & deployment
  • Data migration & validation
  • Custom AI solution development
  • Integration with existing systems
  • Team training & documentation
  • Full handoff with Loom walkthroughs

Ongoing Retainer

£5,000 – £7,500/momonthly

System health monitoring, performance optimisation, security management, and strategic updates.

  • All 5 maintenance pillars included
  • Defined monthly hours + scope
  • Priority support & availability windows
  • Monthly performance reports
  • Quarterly strategic reviews
  • New builds always separate (keeps expansion alive)

UK AI consulting rates range £80–£200/hr for freelance specialists, with strategy projects from £5k–£15k and agency retainers from £5k–£20k/month (Sources: nicolalazzari.ai, itjobswatch.co.uk, 2026).

All pricing is indicative, not fixed, and excludes VAT / Sales Tax. Projects are delivered on a time-and-materials basis. Actual costs depend on project scope, and additional fees may apply for out-of-scope work based on actual hours consumed.

We Work With Your Existing Systems

Already using Whimbrel, Sage 200, or another platform? We don't replace what works — we integrate, enhance, and build AI layers on top. Your team keeps the tools they know while gaining powerful new capabilities.