For nearly two decades, I’ve worked exclusively in the world of financial systems — leading close to 150 successful implementations of Sage Intacct across construction, nonprofit, professional services, and private equity organizations.

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That experience gives me something most AI providers don’t have: a deep understanding of how financial data is structured, where it lives, how it flows, and what executives actually need from it.

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Today, companies are hearing a lot about AI. But most AI solutions are built by technologists who don’t understand accounting workflows, dimensional reporting, consolidations, allocations, project accounting, or the nuances of real-world ERP configuration.

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That’s where I come in.

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I Don’t Just Build AI — I Build AI That Understands Your Financial System

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My AI agents are purpose-built to query and interact with your Sage Intacct data intelligently and securely. Instead of logging in, navigating reports, exporting to Excel, and manipulating data manually, your team can simply ask:

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• “What were Q4 gross margins by project?”

• “Show me budget vs. actual by department this month.”

• “Why did cash drop compared to last month?”

• “Which grants are underperforming year to date?”

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Behind the scenes, the AI understands your chart of accounts, dimensions, entities, reporting structure, and industry-specific configuration — because I’ve implemented systems like yours nearly 150 times.

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What Makes My Approach Different

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1. Deep ERP Expertise
   I understand how your system is configured — not just how to call an API.

2. Industry Context
   Construction WIP reporting, nonprofit fund accounting, PE consolidations, project-based revenue recognition — these aren’t generic use cases. They’re specialized workflows that require domain fluency.

3. Practical AI, Not Hype
   This isn’t experimental automation. It’s targeted intelligence that reduces reporting friction, accelerates insight, and empowers leadership teams.

4. Governance & Financial Integrity
   AI interacting with financial data must respect controls, permissions, and auditability. My solutions are designed with that foundation in mind.

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The Real Value: Speed to Insight

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Most finance teams don’t struggle because they lack data. They struggle because insight takes time.

• Manual reporting cycles

• Repetitive ad hoc requests

• Data exports and reconciliations

• Executive questions that require digging

AI agents change that dynamic. They sit on top of your system and turn financial data into a conversational, accessible decision-making tool.

The result:

• Faster answers

• More strategic finance teams

• Less manual reporting

• Better executive decision support

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From Implementation Expert to AI Enablement Partner

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I’m not replacing your ERP. I’m unlocking it.

Because I understand how Sage Intacct is built and how organizations actually use it, I can deploy AI in a way that is:

• Accurate

• Secure

• Context-aware

• Tailored to your industry

• Practical for real finance teams

AI in finance isn’t about replacing accountants. It’s about amplifying them.

And when AI is guided by someone who deeply understands your system, the results are transformational.