Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for finance & accounting leaders.
ERP-CRM bidirectional integration
Real-time sync between Salesforce and NetSuite/SAP/Dynamics, accounts, opportunities, orders, invoices, payments, with proper data governance and audit trails.
Revenue recognition automation
Salesforce Revenue Cloud, Zuora, or custom-built rev rec workflows configured for your specific contract types and pricing models. Audit-ready from day one.
AI-augmented AP/AR workflows
Claude-powered invoice extraction, approval workflow automation, intelligent collections sequencing, and exception handling that surface only what humans need to touch.
Continuous audit readiness
Automated evidence collection across SOX controls, Salesforce Shield, integration logs, and source systems, making audit prep an ongoing background process, not a fire drill.
Treasury and cash visibility platform
Real-time cash dashboards across bank accounts, entities, and currencies, refreshed daily with reconciliation workflows.
Multi-entity consolidation automation
Integrated consolidation across ERPs, with elimination logic, currency translation, and audit-ready support.
Common Challenges
What we see in finance & accounting organizations.
The patterns that come up in nearly every finance & accounting engagement.
Month-end close is still measured in weeks
Manual journal entries, reconciliation across disconnected systems, last-minute scrambles to find data, the close cycle is where finance technical debt is most visible.
Revenue recognition complexity
ASC 606, multi-element arrangements, usage-based pricing, contracts that change mid-term, revenue rec is one of the highest-risk, lowest-automation areas in most finance functions.
AP/AR workflows running on email
Most invoice approval and collections workflows still flow through email and spreadsheets. AI document processing and proper workflow tools change the math entirely.
Audit and SOX evidence collection
When the auditors arrive, evidence collection becomes a 6-week scramble. It should be a click.
Treasury and cash management visibility
CFOs need real-time cash visibility across accounts, entities, and currencies. Most still pull this together in spreadsheets.
Multi-entity consolidation and FP&A
Companies that grow through acquisition end up with multi-entity, multi-currency consolidation complexity that off-the-shelf platforms struggle to solve.
Signature Service Categories
The major finance & accounting practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
ERP-CRM Integration
Bidirectional sync between Salesforce and ERPs with proper data governance.
Revenue Recognition Automation
ASC 606-compliant rev rec for complex pricing models, usage, milestone, subscription, hybrid.
AP/AR Automation
AI-augmented invoice processing, approval workflows, and intelligent collections.
Close Acceleration
Reconciliation automation, journal entry automation, and continuous close infrastructure.
Treasury & Cash Management
Real-time cash visibility, multi-entity consolidation, and treasury workflows.
Audit & SOX Infrastructure
Automated evidence collection, continuous audit readiness, and SOX control monitoring.
See what this looks like for finance & accounting.
A free 30-minute working session with a consultant who has done this work before. You leave with a clear read on the right approach, whether or not you engage us.
Featured Insight
Insight & analysis from our finance & accounting team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
How We Work
The engagement model.
Predictable phases. Clear deliverables. No surprises.
01
Discovery
One to two working sessions to map your current state, business goals, gaps, and constraints. We come out with a written scope document and recommendation.
02
Design
Documented solution architecture, technical design, realistic timeline, and a transparent commercial proposal, reviewed with your team before any build.
03
Build
Configuration, development, integrations, data migration, AI training, and QA, delivered in iterative sprints with weekly demos and adjustments.
04
Launch & Optimize
Training, change management, hypercare support, and continuous improvement. We do not disappear after go-live. Most engagements continue into managed services.
Our Capabilities
The five practices that support your finance & accounting work.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move finance & accounting forward?
Free 30-minute strategy session with a consultant who works with finance & accounting leaders every week.
Book a Consultation →