Finance & operations expertise since 2008
Reinvent Finance and Business Operations with AI.
We understand your finance and operations work first, then connect your systems, redesign the process and apply AI where it helps.
The film · 1:15 · how we connect what works, reinvent what slows you down and keep your people in control.
Results customers have seen
6.5 hrsto < 30 min
for a bank reconciliation process
Multi-entity finance team using Bank Reconciliation AI on Dynamics 365.
Customer-reported · Reported by the customer’s finance team: see scope
0%to 96%
of vendors identified automatically
49-studio fitness franchise using Skalable Stream on Dynamics 365, 2022 to 2024.
Case-study result · Skalable Stream fitness case study
40+to 300+
locations, with fewer people processing invoices
MedSpa chain using Skalable Stream on Dynamics 365.
Case-study result · Skalable Stream MedSpa case study
Companies that have used Skalable solutions
- Industrial, automotive and space
- Semiconductors and infrastructure
- Software and data
- Healthcare and life sciences
- Construction and smart buildings
- Hospitality and fitness
- Public sector
Better processes. Connected systems. Clearer decisions.
What’s slowing your business down?
For each challenge: how it runs today, what changes with Skalable, what your team still decides, and the result where one is published.
Choose the challenge closest to yours.
- Dynamics 365, Business Central or NetSuite, with Skalable Stream and Matrix
Take the keying out of the process
Today
The same data typed twice: from emails and PDFs into the ERP, and again between the ERP, CRM, spreadsheets, files and partners.
With Skalable
We map where the same data is typed twice, then remove it one handoff at a time: Stream reads invoices instead of people keying them, and Matrix connects systems so updates flow automatically, with run history and alerts.
Your team decides
You choose which handoff to remove first and agree the rules before anything runs. Exceptions still come to your team.
≈ 75%
less time to process invoices, an estimated 3,000 hours a year, 49-location fitness franchise
Skalable Stream case study (customer estimate) - In use by customersSkalable Stream, posting to Dynamics 365 or NetSuite
Invoice capture, coding and approval
Today
Invoices keyed from email and PDF, coded by hand and chased for approval.
With Skalable
Reads invoices from mailboxes, portal uploads and scanned PDFs, recognizes the vendor, codes lines from your history and matches to purchase orders and receipts.
Your team decides
Exceptions come to people, and approvals follow your routes before anything posts.
0% to 96%
of vendors identified automatically, 2022 to 2024, 49-location fitness franchise
Skalable Stream fitness franchise case study - In productionDynamics 365 Finance & Operations
Bank reconciliation and a faster close
Today
Statement lines matched to ledger entries by hand across many bank accounts and entities.
With Skalable
Proposes matches, including one-to-many, with a confidence rating, and flags the lines it cannot match. Close checklists, reconciliation status and variance reporting sit in your ERP and Power BI, so the close becomes review, not data entry.
Your team decides
Your team accepts, rejects or changes each proposal in the Dynamics 365 bank reconciliation worksheet.
6.5 hrs to < 30 min
for a bank reconciliation process, multi-entity finance team
Reported by the customer’s finance team - Used by a client · 2025Skalable AI with Microsoft SharePoint
Legal document workspace on SharePoint
Today
Documents, templates and precedents spread across SharePoint and desktops, with drafting done from scratch or by copying.
With Skalable
Connects to the firm’s SharePoint, answers questions across its documents and uploaded files, creates drafts from the firm’s templates and helps rewrite or insert clauses on request, with version history.
Your team decides
Lawyers write and edit every draft themselves; drafts are stored in the firm’s own SharePoint.
Built for and used by Tempus Law Associates. See more real AI builds, with what each one changed, on the use-case page.
- In useSkalable Matrix, for Dynamics 365 and NetSuite
Integration between your ERP, CRM, files and partners
Today
Orders, customers and partner files typed from one system into another, with custom integrations built one at a time.
With Skalable
Matrix extracts, transforms and loads data between your ERP, CRM, partners and analytics, with validation, run history and alerts. Your team can correct failed jobs and reprocess them manually.
Your team decides
You agree the source, target and transformation rules up front, and see every run and alert.
Matrix is part of the 49-location fitness franchise’s move to Dynamics 365, alongside Power BI and Stream. Its results are reported for the program as a whole, so we do not credit a figure to Matrix alone.
- Power BI on Dynamics 365 or NetSuite data
One reporting model across entities and locations
Today
Results from each company, entity and location exported and combined in spreadsheets before anyone sees the whole business.
With Skalable
A Power BI model built on your ERP data, kept current by Matrix or Fabric pipelines, with company, entity and location results in one place for the board, executives and local managers.
Your team decides
Finance owns the model and its definitions, and decides who sees which entity or location.
60+
studios’ data integrated into Power BI for the board, executives and every studio manager
Cameron Stewart, CFO, Multi-entity, multi-location studio business - Power BI on Dynamics 365 or NetSuite data
Finance and operational dashboards that refresh themselves
Today
Leaders wait for the month-end pack, and numbers are rebuilt in spreadsheets because the data arrives late.
With Skalable
Dashboards read straight from the ERP: P&L, balance sheet, cash and AP/AR aging, plus studio, store, project or plant performance, refreshed automatically from one governed model.
Your team decides
Your leaders choose the measures and who sees them. Finance agrees each definition once and owns it.
1 week to 1 day
to prepare board reporting (customer estimate), 49-location fitness franchise
Skalable Stream fitness franchise case study
- Dynamics 365, Business Central or NetSuite, with Skalable Matrix
Bring a new business onto the way you run
Today
A new company arrives with its own systems, chart of accounts and processes, and finance combines its results by hand.
With Skalable
We map the new entity’s processes, data, integrations and reports, then bring it onto your ERP or connect it with Matrix in agreed stages, with intercompany and consolidated reporting set up along the way.
Your team decides
You decide what moves onto the shared ERP and what stays connected, and approve each stage and the cutover.
No published result for this yet. A scoping conversation covers the entities, systems and timing involved.
- Dynamics 365, Business Central or NetSuite
Implement, replace or move your ERP
Today
Dynamics GP, QuickBooks or an older system held together with spreadsheets and workarounds, and a project that feels too risky to start.
With Skalable
A scoping conversation, then an initial scope and commercial proposal. Delivery runs in agreed stages, and every migration reconciles control totals before cutover.
Your team decides
You approve the scope, each stage’s acceptance criteria and the cutover. Nothing reaches production until your team signs off.
- Dynamics 365 Finance & Operations, Business Central or NetSuite
Stabilize, tune and extend the ERP you have
Today
The ERP is live, but errors, slow screens, workarounds and a backlog of small changes hold the team back.
With Skalable
The team that implements the same platforms fixes errors and workflows, ships small enhancements in sprints, and tests each release in your sandbox before it goes live.
Your team decides
You set the priorities for each sprint and approve every change before it reaches production.
Managed support runs on a fixed monthly plan, with severity-based response targets written into the agreement.
- Finance AI Assessment, for Dynamics 365, Business Central or NetSuite
Find where AI pays off first
Today
Plenty of AI ideas, but no clear view of which process to start with, what it would save, or which decisions must stay with people.
With Skalable
A fixed-fee Finance AI Assessment watches how each workflow really runs and counts the hours, then sets out prioritized opportunities, estimated savings with stated assumptions, the human approvals each one needs and an implementation roadmap, in about two to three weeks.
Your team decides
You choose which opportunities to take forward and in what order. Implementation is a separate decision.
To try it on your own process first, Live Experiences maps how the work happens today and shows a first opportunity, with no sales call to start.
- Dynamics 365, Business Central or NetSuite
From ERP to AI ERP, in stages
Today
The ERP records the work, but people still prepare it: invoices keyed, systems connected by exports and reporting rebuilt every month.
With Skalable
We find your stage and take the next step: a modern cloud ERP where it is needed, then connected systems and automation, then governed AI for reconciliation, controls and in-app guidance, so the ERP starts preparing the work.
Your team decides
People keep the decisions at every stage. AI prepares and proposes; your team reviews, decides and improves the process.
The AI ERP guide explains the four stages in plain words and which Skalable product fits each one.
Take the keying out of the process
Today
The same data typed twice: from emails and PDFs into the ERP, and again between the ERP, CRM, spreadsheets, files and partners.
With Skalable
We map where the same data is typed twice, then remove it one handoff at a time: Stream reads invoices instead of people keying them, and Matrix connects systems so updates flow automatically, with run history and alerts.
Your team decides
You choose which handoff to remove first and agree the rules before anything runs. Exceptions still come to your team.
≈ 75%
less time to process invoices, an estimated 3,000 hours a year, 49-location fitness franchise
Skalable Stream case study (customer estimate)Invoice capture, coding and approval
Today
Invoices keyed from email and PDF, coded by hand and chased for approval.
With Skalable
Reads invoices from mailboxes, portal uploads and scanned PDFs, recognizes the vendor, codes lines from your history and matches to purchase orders and receipts.
Your team decides
Exceptions come to people, and approvals follow your routes before anything posts.
0% to 96%
of vendors identified automatically, 2022 to 2024, 49-location fitness franchise
Skalable Stream fitness franchise case study3.17% to 0.54%
invoice rejection rate, 2022 to 2024, MedSpa chain, 40 to 300+ locations
Skalable Stream MedSpa case studyBank reconciliation and a faster close
Today
Statement lines matched to ledger entries by hand across many bank accounts and entities.
With Skalable
Proposes matches, including one-to-many, with a confidence rating, and flags the lines it cannot match. Close checklists, reconciliation status and variance reporting sit in your ERP and Power BI, so the close becomes review, not data entry.
Your team decides
Your team accepts, rejects or changes each proposal in the Dynamics 365 bank reconciliation worksheet.
6.5 hrs to < 30 min
for a bank reconciliation process, multi-entity finance team
Reported by the customer’s finance teamLegal document workspace on SharePoint
Today
Documents, templates and precedents spread across SharePoint and desktops, with drafting done from scratch or by copying.
With Skalable
Connects to the firm’s SharePoint, answers questions across its documents and uploaded files, creates drafts from the firm’s templates and helps rewrite or insert clauses on request, with version history.
Your team decides
Lawyers write and edit every draft themselves; drafts are stored in the firm’s own SharePoint.
Built for and used by Tempus Law Associates. See more real AI builds, with what each one changed, on the use-case page.
Integration between your ERP, CRM, files and partners
Today
Orders, customers and partner files typed from one system into another, with custom integrations built one at a time.
With Skalable
Matrix extracts, transforms and loads data between your ERP, CRM, partners and analytics, with validation, run history and alerts. Your team can correct failed jobs and reprocess them manually.
Your team decides
You agree the source, target and transformation rules up front, and see every run and alert.
Matrix is part of the 49-location fitness franchise’s move to Dynamics 365, alongside Power BI and Stream. Its results are reported for the program as a whole, so we do not credit a figure to Matrix alone.
One reporting model across entities and locations
Today
Results from each company, entity and location exported and combined in spreadsheets before anyone sees the whole business.
With Skalable
A Power BI model built on your ERP data, kept current by Matrix or Fabric pipelines, with company, entity and location results in one place for the board, executives and local managers.
Your team decides
Finance owns the model and its definitions, and decides who sees which entity or location.
60+
studios’ data integrated into Power BI for the board, executives and every studio manager
Cameron Stewart, CFO, Multi-entity, multi-location studio businessFinance and operational dashboards that refresh themselves
Today
Leaders wait for the month-end pack, and numbers are rebuilt in spreadsheets because the data arrives late.
With Skalable
Dashboards read straight from the ERP: P&L, balance sheet, cash and AP/AR aging, plus studio, store, project or plant performance, refreshed automatically from one governed model.
Your team decides
Your leaders choose the measures and who sees them. Finance agrees each definition once and owns it.
1 week to 1 day
to prepare board reporting (customer estimate), 49-location fitness franchise
Skalable Stream fitness franchise case studyBring a new business onto the way you run
Today
A new company arrives with its own systems, chart of accounts and processes, and finance combines its results by hand.
With Skalable
We map the new entity’s processes, data, integrations and reports, then bring it onto your ERP or connect it with Matrix in agreed stages, with intercompany and consolidated reporting set up along the way.
Your team decides
You decide what moves onto the shared ERP and what stays connected, and approve each stage and the cutover.
No published result for this yet. A scoping conversation covers the entities, systems and timing involved.
Implement, replace or move your ERP
Today
Dynamics GP, QuickBooks or an older system held together with spreadsheets and workarounds, and a project that feels too risky to start.
With Skalable
A scoping conversation, then an initial scope and commercial proposal. Delivery runs in agreed stages, and every migration reconciles control totals before cutover.
Your team decides
You approve the scope, each stage’s acceptance criteria and the cutover. Nothing reaches production until your team signs off.
3 months
from on-premise Dynamics CRM to Dynamics 365 Sales
Sree Kamojjala, VP of IT, Satellite HealthcareStabilize, tune and extend the ERP you have
Today
The ERP is live, but errors, slow screens, workarounds and a backlog of small changes hold the team back.
With Skalable
The team that implements the same platforms fixes errors and workflows, ships small enhancements in sprints, and tests each release in your sandbox before it goes live.
Your team decides
You set the priorities for each sprint and approve every change before it reaches production.
Managed support runs on a fixed monthly plan, with severity-based response targets written into the agreement.
Find where AI pays off first
Today
Plenty of AI ideas, but no clear view of which process to start with, what it would save, or which decisions must stay with people.
With Skalable
A fixed-fee Finance AI Assessment watches how each workflow really runs and counts the hours, then sets out prioritized opportunities, estimated savings with stated assumptions, the human approvals each one needs and an implementation roadmap, in about two to three weeks.
Your team decides
You choose which opportunities to take forward and in what order. Implementation is a separate decision.
To try it on your own process first, Live Experiences maps how the work happens today and shows a first opportunity, with no sales call to start.
From ERP to AI ERP, in stages
Today
The ERP records the work, but people still prepare it: invoices keyed, systems connected by exports and reporting rebuilt every month.
With Skalable
We find your stage and take the next step: a modern cloud ERP where it is needed, then connected systems and automation, then governed AI for reconciliation, controls and in-app guidance, so the ERP starts preparing the work.
Your team decides
People keep the decisions at every stage. AI prepares and proposes; your team reviews, decides and improves the process.
The AI ERP guide explains the four stages in plain words and which Skalable product fits each one.
- Built from our operations work:
- Skalable AI · AI products for Dynamics 365
- Skalable Stream (opens a new tab) · AP automation
- Skalable Matrix · integration and ETL
Live Experiences · Beta
Bring your own process. See what’s possible.
Describe how the work happens today and watch a map, the bottleneck and a first opportunity take shape. No forms, no sales call to start.
Domain and industry experience
We understand the work before we change it.
Finance and operations processes, the industries they sit in and the systems that run them.
- Procure to pay
- Invoices, approvals, vendor data and payments, across entities and locations.
- Record to report
- Bank reconciliation, the close, consolidation and the reporting leaders rely on.
- Order to cash
- Quotes, billing, subscriptions and revenue, without re-keying between CRM and ERP.
- Controls and audit
- Approvals, segregation of duties and evidence your auditors can follow.
- Operations and supply chain
- Planning, purchasing, inventory and data exchanged with suppliers and 3PLs.
Swipe to see all six industries.
- Fitness & WellnessOperations and reporting across locationsMulti-studio finance, location-level accounts payable and consolidated reporting for franchise and multi-location operators.A 49-location franchise moved from QuickBooks to Dynamics 365: 0% → 96% of vendors identified automatically, 2022 to 2024.Fitness & Wellness
- MedSpa & AestheticsAccounts payable that keeps up with growthVendor identification, GL mapping and two-way invoice sync with Dynamics 365 for a fast-growing chain.A MedSpa chain grew from 40+ to 300+ locations while its invoice rejection rate fell from 3.17% to 0.54%.MedSpa case study
- HospitalityVendor workflows across propertiesHigh invoice volumes across hotels, restaurant groups and venues, with property entities consolidated and property-level reporting.Hospitality
- Biotech & PharmaProject, grant and audit-ready financeOur first industry in 2008: cost tracking by study, grant and site, with controlled vendor onboarding and approvals.Biotech & Pharma
- Software & SaaSQuote-to-cash without re-keyingSubscription billing, revenue recognition and CRM-to-ERP integration. NetSuite Solution Provider since 2010.Software & SaaS
- Legal & property managementDocuments, drafting and filingA legal document workspace used by Tempus Law Associates, and a resident file sorting proof of concept with USA Properties, both working with SharePoint.Document use cases
Also manufacturing and non-profit. All industries
How we deliver
Getting things done at speed is in our DNA.
- Ownership
- One accountable team from the first decision through go-live, stabilization and support.
- Working solutions
- You see configured processes and working software as we go, validated with your team before anything reaches production.
- Delivery
- Scope, owners and dependencies are settled up front, with milestones and acceptance criteria for each stage.
- Follow-through
- The team that delivered the change stabilizes and supports it, business hours as standard with a 24/7 option.
“Their AI solutions across our ERP, SharePoint, invoicing, sales, and training processes went from concept to game-changers in weeks, not months. They’ve earned our trust by consistently delivering cutting-edge tech that our team adopts enthusiastically.”
How an engagement runs
Identify
Find where the work should change first
The first step depends on your route: a review of the workflow or bottleneck with your team, the scoping conversation for ERP work, or, for finance AI, the fixed-fee Finance AI Assessment.
Business case
Know the gain and the cost
Where the gain comes from and what it costs: an order of work with expected savings, or for ERP, an initial scope and commercial proposal.
Implement
Deliver it in agreed stages
One accountable team configures the ERP, integrations and AI, with milestones, acceptance criteria, approval rules and logging agreed up front.
Measure
Check the result against the starting point
We agree what success looks like before we build, such as an accuracy target for a pilot, then measure the result against the starting point.
Expand
Take on the next workflow
When a result holds, the next workflow on the list starts, on the same foundation.
Questions leaders ask us
AI and ERP, answered plainly
The short answer
Start with the process, data and controls.
Some improvements can happen within the systems you already use. Others need an integration or an ERP change. We assess what is holding the work back and recommend the foundation the improvement actually requires.
Tell us what is holding the work back
The short answer
Start with the process, data and controls.
Some improvements can happen within the systems you already use. Others need an integration or an ERP change. We assess what is holding the work back and recommend the foundation the improvement actually requires.
Tell us what is holding the work backWhat should work better next?
Tell us about the process, the bottleneck or the system behind it. A specialist replies within one business day with a practical first step.