Modern accounting architecture, AI-powered close and reporting, and the infrastructure to scale without scaling headcount. Engagements range from 3-week diagnostic to multi-quarter transformation.
Building finance infrastructure for businesses since 2010
What an AI-Native Finance Function Looks Like
Most "AI in finance" today is a thin layer over the same manual processes. We build finance functions where AI handles document processing, exception detection, collections, reporting commentary, and reconciliation by default — and where the architecture compounds rather than fragments.
Sage Intacct, NetSuite, (or compatible ERP) configured for dimensional reporting, multi-entity consolidation, and real-time data exposure. Chart of accounts rebuilt for AI-readable reporting.
Document extraction for AP/AR. AI-powered collections. Multi-system reconciliation with fuzzy matching. AI assistants for variance analysis and reporting commentary. All running in production, not in demo.
Documented workflows. Defined SLAs. Continuous monitoring. The finance function operates as a reliable system, not a heroic effort. Suitable for SOC 2, audit, and investor diligence.
Engagement Options
The Diagnostic is the formal qualification step for Transformation or Managed Operations — we do not propose a multi-quarter engagement without it.
Tier 1 · Start here
$7,500
Fixed fee. One-time payment.
3 weeks
From kickoff to deliverable
A structured assessment of your finance architecture and AI readiness, producing a written transformation roadmap, AI opportunity scoring, and a tailored Tier 2 proposal (if applicable).
What is included
Current-state architecture review
Chart of accounts, dimensional framework, consolidation logic, close cycle bottlenecks.
AI use case prioritization
Which of 8 high-impact AI applications fit your business — scored on impact, feasibility, and timeline.
Production AI readiness scoring
Data quality, compliance posture, team fluency, and governance maturity assessed.
Written transformation roadmap
12-page deliverable: current state, target state, recommended sequence, expected ROI.
Tier 2 proposal (when applicable)
If a Transformation engagement is the right next step, you receive a tailored fixed-scope proposal alongside the deliverable.
Best for
Businesses $10M-$200M revenue exploring AI-native finance, or evaluating whether Transformation is the right investment.
Tier 2 · Multi-quarter rebuild
Engagement-scoped
Tailored pricing presented in your Statement of Work after the Diagnostic.
12-16 weeks
Typical range. Scope-dependent.
A full rebuild of your finance architecture and AI infrastructure. Diagnostic is a prerequisite — every Transformation begins with the structured scoping that the Diagnostic produces.
What is included
ERP rebuild
Chart of accounts, dimensional framework, automation rules, integration architecture.
AI infrastructure deployment
Document extraction, AI-powered collections, multi-system reconciliation, AI reporting layer — production-deployed.
Close cycle compression
Target: 5-day close from current 15-25 day baseline. Documented playbook.
Reporting layer rebuild
Power BI or equivalent dashboards for leadership consumption. Real-time consolidated reporting.
Operational handoff
Your team operates the new architecture. Documentation, training, and 90-day post-launch support included.
Best for
Businesses ready to invest in a multi-quarter rebuild of finance operations. Pre-IPO, post-Series-C, or fast-scaling companies whose current finance function will not survive the next 18 months.
Tier 3 · Transformation + ongoing operations
Engagement-scoped + retainer
Build cost plus monthly retainer. Tailored at SOW.
12-16 weeks build + ongoing
Build identical to Tier 2. Operations continuous.
Tier 2 Transformation followed by our team operating the AI-native finance function on your behalf. Your team focuses on strategic finance; ours runs the operational machine.
What is included
Everything in Tier 2
Same architecture, same AI infrastructure, same close compression, same reporting layer.
Monthly close ownership
Our team executes the close. Your CFO or controller reviews and approves. We hit the deadline.
AP/AR operational ownership
We operate the AI-powered document processing and collections workflows. Exception handling included.
Reporting deliverables on cadence
Monthly management package, quarterly board package, ad-hoc analytical requests.
Continuous AI tuning
As your business evolves, we tune the AI models, add new use cases, and surface new optimization opportunities.
Best for
Businesses that want the outcome of an AI-native finance function without staffing the operational team to run it. Common for post-Series-B/C companies and PE portfolio companies.
The Diagnostic is the qualifying step for Tier 2 or Tier 3. We do not propose multi-quarter engagements without it — the scoping work it produces is what makes the proposal accurate, and it gives both sides a structured way to confirm fit.
Reference Engagement
Industry
Healthcare services
Revenue
$45M (consolidated)
Structure
Multi-entity holding with operating subsidiaries
Engagement type
Tier 2 Transformation (16 weeks)
Year
2024
The CFO inherited a finance function spending 50+ hours each month on a manual consolidation across operating entities. Bank reconciliations, intercompany matching, and consolidation workbook rebuilds happened in Excel. Monthly leadership reporting landed on day 22, well past the point of operational usefulness. The CFO told us: "We are running this business on numbers that describe last month, not this one."
50+ hrs → 5 hrs
Monthly consolidation effort
Eliminated the Excel workbook entirely. Consolidation runs natively in Intacct with exception review.
22 days → 5 days
Close cycle to leadership reporting
Leadership now receives the management package within 5 business days of period close.
85%
Reduction in manual AP entry
AI document extraction handles invoice intake. AP team focuses on exception handling.
$180K
Annualized run-rate savings
Avoided headcount additions that would have been needed under the old architecture.
The finance function we have today is unrecognizable from where we started. We close in days instead of weeks, the AP team focuses on what matters, and I run the business on real numbers.
— CFO — Healthcare Services Holding Company
How We Work
Every engagement — Diagnostic, Transformation, or Managed Operations — runs the same backbone: scope it precisely, build it methodically, document it rigorously. The pace is determined by the scope, not by deadline pressure.
01
Week 0
A structured questionnaire (~20 minutes) captures the architectural facts of your business. A 30-minute Discovery call confirms scope and fit. A written proposal with fixed scope and tailored pricing is delivered within 2 business days of the call.
02
Weeks 1-3 (Tier 2) / Built into deliverable (Diagnostic)
Target-state architecture documented before code is written. Chart of accounts, dimensional framework, integration map, AI use case selection. Reviewed and approved by your team before build begins.
03
Weeks 4-12 (Tier 2)
ERP configuration, AI infrastructure deployment, reporting layer build, integration work. Weekly working sessions with your team. Incremental delivery — components go live as they are built, not waterfall.
04
Weeks 13-16 (Tier 2)
Your team operates the new architecture under our oversight. Documentation, training, and runbook delivery. 90-day post-launch support included for issue resolution and tuning.
05
Ongoing
Our team executes the close, runs the AP/AR operations, and produces the reporting deliverables. Your CFO reviews and approves. Quarterly business reviews assess opportunities and tune the AI infrastructure.
Frequently Asked Questions
Because Transformation and Managed Operations engagements vary substantially in scope. The architectural work for a single-entity $15M company is fundamentally different from a multi-entity $80M holding structure. Pricing the Diagnostic publicly tells you exactly what to expect for that engagement. Pricing Tier 2 and Tier 3 publicly would mean either inflating prices to cover worst-case scope (unfair to most clients) or underpricing them and discovering scope issues mid-engagement (unfair to everyone). The structured scoping the Diagnostic produces is what makes the Tier 2 proposal accurate.
Have a question we have not covered? Reach out at hello@bestpracticify.co or start with the Diagnostic intake — most questions are easier to answer in context.
Ready to begin?
A 3-week structured assessment of your finance architecture and AI readiness. Fixed fee, fixed scope, written deliverable. If a multi-quarter Transformation is the right next step, we deliver the proposal alongside the Diagnostic deliverable.
Begin Diagnostic intakeNot sure which engagement fits? Begin with the Diagnostic — it is also the qualification step for Tier 2 and Tier 3, so no time is wasted either way.
