Fintechy

ERP Implementation & Optimization

The core system of record, set up to fit how you actually work.

What this is

ERP implementation is the work of standing up a company's core system of record and shaping it to the way the business really runs.

Fintechy implements and optimizes ERP platforms including Sage Intacct, SoftLedger, and NetSuite, and fixes existing systems that were set up wrong the first time. An ERP that fights how a team works is worse than no ERP, so we configure it around your process rather than forcing your process around it.

What We Build

New ERP Implementation

We stand up Sage Intacct, SoftLedger, or NetSuite from a clear picture of your operations, so the system fits from day one instead of needing a rescue later.

ERP Optimization and Rescue

We fix implementations that underperform, cleaning up configuration, workflows, and data so an existing ERP finally does what it was bought to do.

Configuration and Custom Workflows

We configure the modules, rules, and approvals to match how your team actually works, so the system supports the process rather than obstructing it.

Data Migration and Cutover

We migrate clean data into the new system and plan the cutover carefully, so the switch happens without losing history or halting the business.

How We Work

We map the operation first, configure to match it, and migrate with the data checked and the cutover rehearsed. You get an ERP your team trusts, brought live without the horror stories that follow rushed implementations.

Map the operation

The operation first.

Configure to match

The system configured to match it.

Migrate and cut over

The data checked and the cutover rehearsed.

Explore More

Standing up a new ERP, or stuck with one that does not fit. Let's sort it out.

Book a call

calendly.com/fintechy/30min

What we cover

The operation, as it runs today
What the system needs to fit
What an implementation would take