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A Finance Stack That Works While You Sleep

The right tools, connected correctly: QuickBooks, Xero, or Odoo at the core, automations moving the data, dashboards on top, and controls underneath.

Most accounting messes aren't people problems — they're systems problems. The wrong platform, a chart of accounts that fights your business model, integrations held together with manual exports, and no controls over who can touch what.

We design and build finance stacks that fit: platform selection and migration (QuickBooks Online, Xero, Odoo), a chart of accounts built around how you make decisions, app integrations that eliminate manual entry, Excel automation for what remains, Power BI dashboards on top, and internal controls plus documented SOPs so the whole thing runs without heroics.

Why it matters

What You Get

The right platform, configured right

Honest platform recommendations and expert setup — chart of accounts, tax settings, user roles, and integrations done properly from day one.

Migrations without data loss

Full-history migrations between QuickBooks, Xero, and Odoo with balances tied out and audit trails preserved.

Automation that eliminates busywork

Bank feeds, receipt capture, bill pay, and Excel automations that remove hours of manual entry every week.

Controls and SOPs built in

Segregation of duties, approval workflows, and step-by-step SOPs — so the system is protected and transferable.

Scope

What's Included

QuickBooks Online and Xero setup and optimization
Odoo accounting module implementation and ERP consulting
Platform migrations with historical data
Custom chart of accounts design
App integrations (Shopify, Stripe, Gusto, Bill.com, A2X)
Microsoft Excel automation and template systems
Power BI dashboard development
Internal controls design and SOP documentation
Beryl migrated us from desktop QuickBooks to Odoo, connected inventory and accounting, and built dashboards our whole team uses. Month-end went from three weeks to five days.

Placeholder — Client Name

CEO, Manufacturing Company

FAQ

Common Questions

QuickBooks Online for most US businesses (deepest US tax and payroll ecosystem), Xero for international operations and unlimited users, Odoo when you need accounting inside a broader ERP (inventory, manufacturing, CRM). We'll recommend based on your model, not our preferences.

Start today

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