End the Chaos: Modernize Your Financial Systems for Scalable Growth

We replace manual processes and data silos with a seamlessly integrated, AI-enabled financial ecosystem. Get the real-time visibility you need to drive decisions, accelerate your financial close, and unlock true business potential.

Financial Systems Modernization An abstract illustration showing chaotic, disconnected data streams on the left transforming into a single, streamlined, and coherent data flow on the right, representing the process of financial system modernization and integration. Legacy Systems CIS Integration Unified System

Trusted by Global Leaders and Recognized by Industry Authorities

Is Your Financial Tech Stack Holding You Back?

If you're wrestling with manual reconciliations, delayed reporting, and a patchwork of disconnected systems, you're not alone. Growing businesses often hit a wall where their initial finance tools become bottlenecks, creating data chaos and hindering strategic decision-making. The cost of inaction—wasted hours, critical errors, and missed growth opportunities—is far greater than the investment in modernization.

Strategic Modernization Roadmap

We don't just replace software. We analyze your unique workflows, challenges, and growth goals to design a phased, practical roadmap that delivers maximum ROI with minimal disruption.

Certified Expert-Led Implementation

Our team consists of certified experts in NetSuite, Sage Intacct, QuickBooks, and other leading platforms. We handle the entire technical lift, from configuration to deployment, ensuring a seamless transition.

Seamless & Secure Data Migration

Your historical data is priceless. We use proven, AI-augmented methodologies to ensure every piece of financial data is migrated accurately, securely, and with complete integrity to your new system.

AI-Powered Process Automation

Go beyond simple integration. We leverage AI and RPA to automate your most time-consuming tasks like invoice processing, expense reporting, and financial reconciliation, freeing your team for strategic work.

Guaranteed Business Continuity

Downtime is not an option in finance. Our meticulous planning, parallel run processes, and rigorous testing ensure your financial operations continue without a hitch during the transition.

Verifiable Process Maturity

With CMMI Level 5 and ISO 27001 certifications, we bring enterprise-grade process discipline to every project, ensuring quality, predictability, and security in your financial system's foundation.

Full IP & Data Ownership

You own your systems, your data, and all custom configurations. We provide complete documentation and knowledge transfer, empowering your team and ensuring you're never locked into a vendor.

Flexible Engagement Models

Whether you need a full-scale ERP implementation, a dedicated team to manage your systems, or targeted integration support, we offer flexible models (Project-based, PODs, Managed Services) to fit your needs and budget.

24/7 Post-Launch Expert Support

Our partnership doesn't end at go-live. We provide ongoing support, optimization, and training to ensure you continuously extract maximum value from your modernized financial ecosystem.

Our End-to-End Financial Modernization Services

From initial strategy to ongoing optimization, we provide a comprehensive suite of services to build a robust, scalable, and intelligent financial backbone for your business.

1. Financial Systems Strategy & Roadmap

Before any code is written, we align technology with your business objectives. We assess your current state, identify bottlenecks, and chart a clear, phased path to a future-proof financial architecture that supports your growth trajectory.

  • Align financial technology investments directly with C-level business goals.
  • Create a practical, phased implementation plan that minimizes risk and disruption.
  • Ensure scalability by selecting systems that will grow with you for the next 5-10 years.

2. ERP Implementation (NetSuite, Sage Intacct)

We manage the end-to-end implementation of industry-leading cloud ERPs. Our certified experts handle everything from system configuration and workflow design to user training, ensuring the platform is perfectly tailored to your business processes.

  • Establish a single source of truth for all financial and operational data.
  • Automate core processes like accounting, billing, and revenue management.
  • Gain real-time visibility into business performance with comprehensive dashboards.

3. Accounting Software Integration (QuickBooks, Xero)

For businesses not yet ready for a full ERP, we supercharge your existing accounting software by integrating it with your other critical business systems (CRM, e-commerce, etc.), eliminating manual data entry and providing a more holistic view of your finances.

  • Automate the flow of sales and customer data into your accounting system.
  • Reduce costly errors caused by manual data entry and reconciliation.
  • Extend the life and value of your current accounting software investment.

4. Legacy System Migration & Decommissioning

Moving off outdated, on-premise systems is a delicate process. We specialize in securely and accurately migrating decades of historical data to modern cloud platforms, followed by a structured decommissioning of old infrastructure to reduce costs and security risks.

  • Preserve the integrity of historical financial data for compliance and analysis.
  • Eliminate the high maintenance costs and security vulnerabilities of legacy software.
  • Unlock your data from on-premise silos and make it accessible from anywhere.

5. Multi-Entity & Multi-Currency Consolidation

For businesses operating across multiple locations or countries, we implement systems that automate the complex process of financial consolidation. Get a unified, real-time view of your entire organization's performance without the spreadsheet nightmare.

  • Drastically reduce the time and effort required for period-end consolidation.
  • Improve the accuracy of financial reporting across all business units.
  • Gain instant visibility into the performance of individual subsidiaries and the group as a whole.

6. CRM-to-ERP Integration (e.g., Salesforce to NetSuite)

We bridge the gap between your sales and finance teams by creating a seamless, bi-directional data flow between your CRM and ERP. This ensures data consistency, accelerates the order-to-cash cycle, and provides a complete view of the customer lifecycle.

  • Eliminate revenue leakage by ensuring all sales are accurately and promptly invoiced.
  • Provide sales teams with visibility into customer credit status and order history.
  • Improve forecasting accuracy by combining sales pipeline data with financial actuals.

7. Procure-to-Pay (P2P) Automation

We transform your procurement process from a manual, paper-based system into a streamlined, automated workflow. From purchase requisition and approval to invoice processing and payment, we provide visibility and control over company spend.

  • Gain real-time visibility into departmental and company-wide spending.
  • Reduce invoice processing costs and time through automated data capture and matching.
  • Strengthen internal controls and prevent unauthorized purchases.

8. Order-to-Cash (O2C) Optimization

We optimize every step of your revenue cycle, from customer order and fulfillment to invoicing and collections. By automating and integrating these processes, we help you accelerate cash flow, reduce days sales outstanding (DSO), and improve customer satisfaction.

  • Accelerate cash flow by reducing the time between order placement and payment receipt.
  • Improve collections efficiency with automated reminders and dunning processes.
  • Enhance customer experience with accurate, timely invoicing and order fulfillment.

9. Financial Planning & Analysis (FP&A) System Integration

We connect your ERP with leading FP&A and corporate performance management (CPM) tools. This automates the flow of actuals into your planning models, enabling more dynamic forecasting, scenario planning, and strategic analysis.

  • Move from static annual budgets to dynamic, rolling forecasts.
  • Enable self-service reporting and analysis for business leaders.
  • Improve decision-making by easily modeling the financial impact of different scenarios.

10. API Development for Custom Finance Tools

When off-the-shelf solutions don't fit, we build custom APIs to connect your core financial systems with proprietary applications, third-party services, or unique data sources, ensuring complete connectivity across your entire tech stack.

  • Solve unique business challenges that standard integrations cannot address.
  • Create a secure and scalable way to share financial data with other applications.
  • Future-proof your architecture by enabling easy integration with new tools and platforms.

11. Automated Financial Reporting & Dashboards

We replace manual spreadsheet-based reporting with automated, real-time dashboards and financial statements. We connect directly to your data sources to provide executives and finance teams with instant, accurate insights into KPIs, budget vs. actuals, and cash flow.

  • Reduce the monthly close cycle from weeks to days by eliminating manual report creation.
  • Empower stakeholders with self-service access to accurate, up-to-the-minute financial data.
  • Ensure a single version of the truth for all financial reporting across the organization.

12. Revenue Recognition (ASC 606/IFRS 15) Automation

For SaaS and other subscription-based businesses, we implement solutions that automate complex revenue recognition rules. Ensure compliance, improve forecast accuracy, and eliminate the risk of manual errors in your most critical accounting area.

  • Ensure audit-proof compliance with complex accounting standards.
  • Automate the calculation of deferred and recognized revenue.
  • Gain clear visibility into key SaaS metrics like MRR, ARR, and churn.

13. AI-Powered Anomaly & Fraud Detection

We enhance your financial controls by implementing AI models that continuously monitor transactions for unusual patterns, potential fraud, or compliance deviations. Proactively identify risks before they become significant problems.

  • Detect duplicate payments, unusual vendor activity, and potential fraud in real-time.
  • Strengthen internal controls and provide greater assurance to auditors and investors.
  • Reduce financial losses by identifying and stopping fraudulent transactions early.

14. Compliance & Security Hardening

We ensure your financial systems are not only efficient but also secure and compliant. We implement robust access controls, audit trails, and security protocols to protect sensitive financial data and meet regulatory requirements like SOX.

  • Protect sensitive financial data from unauthorized access and cyber threats.
  • Simplify audits with comprehensive, automated logging of all system activity.
  • Enforce separation of duties and other critical internal controls.

15. Ongoing System Management & Support

Your financial system is a living asset. We offer managed support services to handle system administration, user support, continuous optimization, and updates, ensuring your platform evolves with your business and operates at peak performance.

  • Free up your internal IT and finance teams from routine system administration tasks.
  • Ensure high system uptime and performance for your critical financial operations.
  • Continuously improve your processes and leverage new system features as they are released.

Our Expertise Across Your Financial Tech Stack

We are certified experts and partners with the world's leading financial and business application providers. We have the deep technical knowledge to integrate, customize, and optimize these powerful platforms.

Our Proven 4-Step Modernization Process

We follow a structured, transparent process designed to de-risk your project, ensure alignment, and deliver tangible results at every stage.

1. Discovery & Strategic Roadmap

We conduct deep-dive workshops with your finance, IT, and operations teams to understand your processes, pain points, and goals. The output is a detailed modernization roadmap with clear phases, milestones, and ROI projections.

2. Design & Configuration

Based on the roadmap, we design the optimal system architecture and configure your new platforms. This includes workflow automation, report design, and integration point mapping, all validated with your team in a conference room pilot.

3. Migration, Testing & Go-Live

This is where the transition happens. We execute our secure data migration plan, conduct rigorous user acceptance testing (UAT), and manage a smooth go-live process, often with a parallel run to ensure zero disruption to your business.

4. Adoption, Support & Optimization

Our work isn't done at launch. We provide comprehensive user training to drive adoption and offer ongoing support. We continuously monitor system performance and work with you to identify new opportunities for optimization and automation.

Real-World Results in Financial Transformation

See how we've helped businesses like yours move from financial chaos to strategic clarity.

SaaS Scale-Up Migration to NetSuite

Industry: Technology (SaaS)

"CIS didn't just migrate us to NetSuite; they transformed our finance function. We now have the visibility and automation needed to scale confidently. The 3-day close is a game-changer for our board reporting."

- Alex Royce, CFO

The Challenge

A rapidly growing Series B SaaS company was drowning in spreadsheets. Their QuickBooks system couldn't handle ASC 606 revenue recognition, multi-element subscriptions, or the reporting demands of their investors. Their monthly close took over three weeks.

Our Solution

  • Executed a full migration from QuickBooks to NetSuite, including all historical transaction data.
  • Implemented NetSuite's Advanced Revenue Management (ARM) module to automate ASC 606 compliance.
  • Integrated NetSuite with Salesforce to create a seamless quote-to-revenue process.
  • Built custom dashboards for real-time tracking of SaaS metrics like MRR, ARR, Churn, and LTV.
85% Reduction in Month-End Close Time
100% Automated ASC 606 Compliance
40% Faster Quote-to-Cash Cycle

Ready to Build a Finance Function That Drives Growth?

Let's talk about your specific challenges. Schedule a complimentary, no-obligation consultation with our financial systems experts. We'll help you identify the highest-impact opportunities for modernization and outline a clear path forward.

Schedule Your Free Consultation

What Our Clients Say

We're proud to be a trusted partner in our clients' financial transformation journeys.

Avatar for Alex Royce

"The integration between our legacy ERP and new WMS was flawless. CIS delivered on time and on budget, giving us inventory accuracy we never thought possible. A truly professional team."

Alex RoyceController, Mid-Sized Distribution Firm

Avatar for Amelia Norton

"As a non-profit, our reporting needs are complex. CIS implemented a system that handles our fund accounting perfectly and makes grant reporting incredibly simple. They understood our unique challenges."

Amelia NortonDirector of Finance, Non-Profit Organization

Avatar for Bennett Fry

"The move to Sage Intacct has revolutionized our project accounting. We can now see profitability in real-time, which has fundamentally changed how we scope and manage our engagements. Highly recommend CIS."

Bennett FryPartner, Professional Services Firm

Start Your Financial Transformation Today

Fill out the form below to request your free consultation. Our team will get in touch to schedule a call and begin outlining your custom modernization roadmap.

Frequently Asked Questions

How long does a financial system modernization project typically take?

Project timelines vary based on complexity. A targeted integration might take 4-6 weeks, while a full ERP implementation can range from 3 to 9 months. Our initial roadmap phase provides a detailed and realistic timeline specific to your project.

Will this disrupt our day-to-day operations?

We specialize in minimizing disruption. Our phased approach, meticulous planning, and parallel run testing are all designed to ensure your business continues to operate smoothly. We schedule key transition activities during off-peak hours to ensure business continuity.

How do you ensure our sensitive financial data is secure during migration?

Security is our top priority. We are ISO 27001 and SOC 2 certified. All data is encrypted in transit and at rest. We use secure, point-to-point migration tools and follow strict data handling protocols. We never store your production data on our systems.

What kind of training and support do you provide after go-live?

We offer comprehensive support packages, including role-based user training, detailed documentation, and dedicated helpdesk support. Our goal is to empower your team to use the new system effectively and ensure long-term adoption and success.