AppliedBI

Fix finance workflows in weeks,
not months.

Book a walkthroughSee how it works

If your team still does parts of close, reconciliations, or reporting in Excel, the system isn't working end-to-end. We fix those workflows — on top of your existing systems.

The promise

No ERP replacement. No process change. No 6-month implementations. No $200/hour consultants.

$2K–$10K per workflow · live in ~3 weeks

Where finance teams actually lose time

Your system works for clean cases. Real workflows aren't clean.

1

Payment matching breaks on fees, timing differences, partials

2

Reconciliations require manual tie-outs

3

Reporting starts in Excel, not in the system

4

Close depends on work outside the ERP

5

Teams build answers instead of reviewing them

Who it's for

CFOs, Controllers, and finance teams at mid-market companies.

A custom workflow that removes manual work from your existing process. No process changes, no new ERPs — custom means no disruption.

QuickBooks
Sage / Intacct
NetSuite
SAP
Deltek / Ajera
Other ERPs
Typical problems
—Heavy Excel usage
—Slow close
—Manual reconciliations
—Messy reporting
—Payment matching issues
—Time on exceptions

Not an ERP. Not a platform. Not an app.

Custom workflows that remove the manual component from your existing processes — with no disruption. See the full comparison →

Swipe to compare →
Criteria
ERP module
Platform
AppliedBI
What it is
ERP add-on
Also ERP
Workflow layer on top of your systems
How it works
Inside the ERP
Inside a new platform
Between your systems — same process, minus manual work
Implementation
$25K–$100K+ / months
$50K–$200K+ / months
$2K–$10K / ~3 weeks
Ongoing cost
High
High
Low
Process change
Often required
Required
None
You keep your systems. We fix what doesn't work inside them.

What working with us looks like

First workflow live~3 weeks
New systems to implementNone
Process change requiredNone
Reduction in manual workImmediate
You don't need another project. You need one process fixed.
Book a workflow walkthrough