Services
OUR SERVICES
Business and Technology Services Built Around How Your Organization Actually Works
Software Analytics provides consulting services across the intersection of accounting, enterprise technology, data, operations, analytics, and artificial intelligence.
Our approach begins with understanding the business process before recommending the technology.
ERP Consulting & Optimization
We help organizations evaluate, configure, implement, and improve enterprise resource planning systems.
Services may include:
- ERP requirements analysis
- Business process discovery
- System selection support
- ERP implementation
- Configuration and optimization
- Chart of accounts design
- Multi-dimensional accounting structures
- Project accounting configuration
- Job costing
- Revenue recognition
- Purchasing and procurement
- Accounts payable
- Accounts receivable
- General ledger
- Financial reporting
- Budgeting and forecasting
- ERP data migration
- ERP system integration
- User acceptance testing
- Training and adoption
Our platform experience includes enterprise and mid-market solutions such as Microsoft Dynamics 365, Sage Intacct, Sage 300 CRE, NetSuite, Acumatica, PeopleSoft, construction ERP platforms, and related financial applications.
Accounting & Financial Process Consulting
Technology is only as effective as the accounting and operational processes supporting it.
We help organizations analyze and improve:
- Month-end close
- Financial reporting
- Project accounting
- Job costing
- Work-in-progress reporting
- Revenue recognition
- Cost allocations
- Accounts receivable
- Billing
- Collections
- Accounts payable
- Cash flow
- Budgeting
- Forecasting
- Internal controls
- Audit readiness
- SOX-related process considerations
- Financial process documentation
Systems Integration
Many organizations operate multiple systems that were never designed to work together.
We help connect ERP, CRM, project management, accounting, operational, and reporting platforms through:
- APIs
- Data integrations
- Middleware
- File-based integrations
- Automated workflows
- Data mapping
- Transformation rules
- Validation processes
- Error handling
- Monitoring
- Integration documentation
The objective is simple:
Enter information once. Use it everywhere it is needed.
Data Analytics & Business Intelligence
Good decisions require reliable information.
Software Analytics helps organizations develop reporting environments that turn financial and operational data into meaningful business intelligence.
Solutions may include:
- Executive dashboards
- Financial dashboards
- Project profitability reporting
- Job cost analytics
- Revenue analysis
- Margin analysis
- Accounts receivable analytics
- Cash flow reporting
- KPI development
- Forecasting models
- Power BI reporting
- Excel financial models
- Data visualization
- Operational scorecards
AI & Intelligent Automation
Artificial intelligence is changing how organizations interact with their systems and information.
Software Analytics helps organizations identify practical AI opportunities rather than implementing AI simply because it is available.
Potential applications include:
- AI-assisted financial analysis
- Automated reporting
- Intelligent document processing
- AI-powered workflow automation
- Customer and vendor communications
- Knowledge management
- Data classification
- Exception identification
- Forecasting
- Business intelligence
- AI agents
- CRM automation
- ERP workflow enhancement
We also help organizations evaluate whether their data, systems, processes, and governance structures are ready to support AI.
Project & Process Management
Successful technology initiatives require more than configuration.
We provide structured project management and business analysis support including:
- Project charters
- Project plans
- Requirements gathering
- Stakeholder interviews
- Process mapping
- Future-state design
- Functional design documentation
- Data mapping
- Testing strategy
- UAT coordination
- Risk management
- Change management
- Training
- Implementation support
