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Finance systems integration

Your systems don’t talk to each other.

Duplicate entry. Month-end that drags. Numbers that need a caveat every time you present them. We rebuild the systems, processes and data underneath your finance function — so the business runs on one version of the truth.

Book an assessment
Fixed fee · 2–3 weeks · You keep the roadmap
Finance
IT


The shared edge is the work

You’ll recognise at least one of these

The symptoms are always the same.

You’ve outgrown QuickBooks

A second entity, a consolidation, or an audit on the horizon — and the ledger can’t carry it any more.

The same data is keyed twice

Your inventory system, your CRM and your books each hold a slightly different version of the truth.

Nothing reconciles cleanly

Every report needs explaining, close takes longer each quarter, and nobody fully trusts the number.

What we do

Four layers. One team.

Most firms sell you one of these. The gaps between them are where the problems actually live.

Insight

Power BI and custom AI-assisted reporting, built around the decisions you actually make — not a stock dashboard.

Integration

Making your systems talk. Migrations, automation, and the connective work that removes duplicate entry for good.

Finance systems

Implementation, cleanup and reconfiguration — including the move off QuickBooks when it’s genuinely time.

IT foundation

Microsoft 365, cloud systems and security, so the stack above it has something dependable to stand on.

  • Sage Intacct
  • NetSuite
  • Odoo
  • QuickBooks Online
  • Power BI

No software vendor pays us a commission. Which means we can tell you to stay exactly where you are — and sometimes we do.

Client work

Crossline Supply

A national parts distributor selling into state-owned transit operators — where multi-state tax and procurement-grade records aren’t optional.

Where they started

Crossline ran Odoo, but the configuration no longer matched the business. Several years of books carried unresolved issues, processes had been improvised rather than designed, and sales tax was being handled without a system that could keep pace with a national footprint.

What we did

We rebuilt three years of books and cleared prior-period issues, then reconfigured Odoo around how the business actually runs. The larger piece was tax: a new calculation system inside Odoo, with multi-state compliance across four states — including California, correct to county level.

Where it stands

We didn’t hand it back. HexynTech runs Crossline’s books on an ongoing basis, with Shamara serving as contracted CFO and both founders building custom reporting directly for the CEO.

Why it matters

They hired us for a cleanup. They kept us because the cleanup surfaced everything else — and because one team could do the accounting and rebuild the system it runs on.

Read the full story

Who you’d actually be working with

A working CFO and a working CTO.

Twenty years between them, across both halves of the problem. The same two people scope your work and deliver it.

SG

Shamara Grant

CEO & Founder

Ten-plus years in cloud accounting across QuickBooks and Sage Intacct, specialising in streamlining process and multi-state tax. Serves as contracted CFO to client finance teams.

IC

Ian Carrick

CTO & Founder

Ten-plus years of IT consulting across cloud systems, infrastructure and cybersecurity. Shapes the technical solution on every engagement and builds the reporting layer on top.

2Senior people on every engagement. No hand-offs.
20+Years between them, across finance and IT.
4Platforms covered, both ends of the ladder.
$6kFixed-fee assessment. Agreed before we start.

Start here

Before anyone recommends anything, we look at what you’ve got.

Two to three weeks, a fixed fee, and a written roadmap you own outright — useful whether or not you hire us for the work that follows.