Services

We compare the systems that fit your size and industry, using your own processes and a sample of your data. Because we implement more than one ERP, the recommendation isn't tied to a single product. If the best fit is a system we don't implement, we will recommend it anyway and help you find the right partner.

• Requirements and process review with each department
• Scripted demonstrations against your scenarios
• Acumatica, Business Central, NetSuite and others compared on the same terms
• Licensing and implementation cost over three to five years
• A written recommendation, including when an upgrade beats a replacement

Acumatica, Business Central and the Dynamics on-premises products, implemented by our own consultants.

• Business and functional requirements documents
• Configuration, chart of accounts and subaccount design
• Data conversion with reconciliations back to the old system
• Phased go-lives by company or module
• Training for each role, and support through the first closes

When an implementation has stalled or gone live badly, we start with a short assessment: what was configured, what doesn't match how the business runs, and what it will take to fix. Then we fix it, in order of what costs you the most.

Day-to-day support and ongoing development for companies staying on GP: integrations, SmartConnect and eConnect, Management Reporter, upgrades and customizations. With the end-of-support dates set, we also plan and run moves to Acumatica or Business Central, with history, open transactions and reports carried over. Dynamics GP.

Support, changes and integrations for companies still running NAV, plus server, SQL and version maintenance. When the time comes, we move NAV companies to Business Central, its direct successor, deciding which customizations to rebuild as extensions and which to retire. For some, Acumatica is the better fit. Dynamics NAV.

Connections to the systems around your ERP, and changes inside it that hold up through upgrades.

• REST and OData integrations, SmartConnect and eConnect for GP
• Payroll, tax, quoting, e-commerce and CRM connections
• Acumatica customization packages, and updating them for new versions
• Single sign-on with Microsoft Entra ID

Financial statements, dashboards and inquiries that finance and operations both trust.

• Management Reporter and Acumatica report designer financials
• Generic inquiries and dashboards in Acumatica
• Power BI over your ERP data
• Budgeting and forecasting with Pivotal Insights

Every ERP vendor is now adding AI with each release. Some of it saves real time, some of it isn't ready, and all of it has to fit your security and approval rules. We review each release, tell you what is worth turning on, set it up and train your team.

What's arriving in your system:

• Business Central: the Payables Agent drafts purchase invoices from vendor PDFs sent to a mailbox, the Sales Order Agent drafts quotes from customer emails, Agent Designer builds your own agents, and Copilot answers questions in plain English
• Acumatica: AI Studio for building your own AI workflows, the AI Assistant, anomaly detection that flags unusual entries, and AI summaries of customer activity in CRM
• NetSuite, Sage Intacct and others: similar assistants and document capture, arriving release by release

Beyond the built-in features:

• Connecting AI assistants like Claude, ChatGPT or Microsoft Copilot to ERP data, read-only and limited to what each person is allowed to see
• Variance commentary, month-end summaries and board narratives drafted from your actual numbers
• Small tools built quickly around a specific job, such as a reconciliation helper or a data cleanup before a migration
• A short policy on what data can go to which AI service, and who reviews the output

We use these tools in our own practice every day, including the AI features in Pivotal Insights, so recommendations come from what we have seen work.

A monthly retainer or prepaid hours, used for questions, upgrades, new modules and the projects that come up once the system is settled. You talk to a consultant who knows your setup.

We work as subcontractors for other Acumatica and Microsoft Dynamics partners, under their name or ours. Your client stays your client, and we don't solicit them for other work.

• Full implementations, start to finish, delivered under your name
• Consultants for go-lives, busy periods and projects that outgrew the plan
• Dynamics GP expertise for migrations, rescues and difficult questions
• Data conversion, integrations, customization packages and upgrades
• Financial reporting, Management Reporter and Power BI
• Pivotal Insights for your clients' budgeting, with a referral fee on each subscription

Work can be billed by the hour, by fixed-fee phase or as a block of hours, through your contract with the client.