North America 987

Prepares 1040, 1120, 1120-S and 1065 returns under the client firm's own brand for CPA and tax firms.

Cloud software for debt, lease and subscription management and cash management, serving local government, higher education and healthcare finance teams.

Global payroll and employment platform covering contractors, employer of record hiring and multi-country payroll compliance.

Planning consultancy that implements Workday Adaptive Planning across finance, HR, sales and operations, listing Toronto as its first office.

Audit and compliance software identifying NetSuite access risks and segregation of duties conflicts, and producing documentation for auditors.

Project-based ERP for professional services, government contractors and architecture firms, linking project accounting to resource planning.

AI software that automates financial audit work, including audit evidence review, documentation and control testing.

Purchasing and accounts payable platform for multi-entity organisations, handling requests, approval routing, purchase order matching and unified spend visibility.

No-code integration tool that turns payroll general ledger data into journal entries, built for payroll companies connecting third-party systems.

San Francisco firm implementing Dynamics 365 Business Central and migrating clients from Dynamics GP, NAV and QuickBooks.

Software and services for financial reporting, regulatory filings and capital markets transactions across the corporate lifecycle.

Software for creating, approving and tracking purchase orders, syncing approved orders into accounting software.

Autonomous accounting platform powered by LLMs trained on financial data. Automates transaction categorisation, bill payments, and reporting for SMBs and accounting firms.

Katy firm pairing a client controller and CFO to provide fractional CFO services for small businesses.

Chicago-headquartered engineering and software firm that provides Acumatica cloud ERP consulting alongside its automation and software work.

Newport Beach firm providing fractional CFO services to healthcare and digital health companies with annual revenue between $5m and $100m.

Delivers white-label bookkeeping, payroll and tax preparation support to CPA firms using dedicated offshore staff.

Document parsing tool converting PDFs and scanned files into structured data with rule-based extraction templates.

Document AI platform extracting data from invoices, bank statements and financial documents with automated validation.

Extracts data from bank statements, invoices and receipts into accounting software, with error and fraud detection and bulk processing.

Document engineering platform using AI to extract data and generate structured reports from business documents.

AI bookkeeping with real-time reconciliation, transaction categorisation, and financial reporting. Strong in hospitality and multi-location businesses where high transaction volumes rule out manual processes.

AI-powered accounts payable automation covering invoice processing, approval workflows, purchase order matching and cloud document management.

Data platform with prebuilt connectors to ingest, transform, analyse and present data from NetSuite and its analytics warehouse.