Your existing stack
QuickBooks
Accounting
Xero
Accounting
Sage Intacct
Accounting
NetSuite
Cloud ERP
Business Central
Mid-market ERP
HubSpot
CRM
Salesforce
CRM
Stripe
Billing
Finance engineers building the finance data foundation your AI runs on. We go inside your systems, fix the data, and automate the Quote-to-Cash cycle on top — so your numbers hold up when it counts. On your existing stack. No new tools required on your side.
The problem
The problem has three layers — and they compound each other.
Books never formally closed for prior periods. Transactions misclassified because someone made a judgment call and the rule was never written down. Payment platforms generating entries that don’t reconcile with the accounting system. Chart of accounts built for tax compliance, not operations. This is structural — not dysfunction. Every company at this stage has it.
Books close 2–3 weeks after period end. Different reports tell different stories. Cash position is a guess. By the time the numbers arrive, the decisions are already made on guesswork. You’re not managing with data — you’re reconciling with history.
Every finance AI tool on the market assumes clean, structured, connected data. Automate on a broken foundation and you get bad data processed at scale — with false confidence, at high cost. The tools aren’t the problem. The data underneath them is.
Most companies at this stage know their financial data isn’t clean. They treat it as background noise rather than the root cause of everything that breaks. When the foundation is broken, automation makes it worse. Opexi fixes the foundation first — then builds the automation that runs on top of it.
What we deliver
The foundation almost always comes first. Quote-to-Cash Automation runs on top of it. In some engagements both run together — in others, Foundation is delivered standalone to teams who take it from there.
We go inside your financial systems, clean the data, restructure the chart of accounts, document the rules, and reconcile what needs reconciling. The output is not a report — it is working, clean, documented foundations that your internal teams and any downstream automations can rely on.
We connect the systems that don’t talk to each other — CRM, accounting system, ERP, billing platform, payment processor — and automate the handoffs between them. Your team stops running the process manually and starts handling the exceptions only.
We connect your CRM to your accounting system and build the rules engine that validates every invoice before it leaves — right amount, right terms, right contact, right timing. No manual re-entry between systems.
We run systematic, AI-personalized collections sequences. Every incoming payment matched to its invoice automatically. AR aging monitored continuously — not discovered at month-end.
We build the financial data layer that makes month-end close a confirmation, not an investigation. Automated reconciliation, anomaly detection, and a reporting pack delivered automatically — in days, not weeks.
Opexi works alongside your existing accountant — not instead of them. We operate on top of your existing stack. No migration. No new tools required on your side.
What we are — and aren’t
Most solutions in this space either advise without executing, record without fixing, or automate without cleaning first. Opexi is none of those things.
The business case
Three on fixing the foundation. Three on automating what runs on top of it.
Gartner predicts organizations will abandon 60% of AI projects lacking AI-ready data through 2026. 63% of organizations already admit they don’t have the right data management practices for AI — and they know it.
Only 12% of organizations report data of sufficient quality for AI applications. The other 88% are building on foundations that will make those investments fail — whether they know it yet or not.
Organizations reporting significant AI returns are twice as likely to have redesigned end-to-end data workflows before selecting any tool. Fixing the foundation first isn’t a delay — it’s the differentiator.
Companies that automate 80%+ of invoicing collect in 30 days. Manual shops take 55 days. That 25-day spread is working capital sitting idle — compounding every billing cycle.
Mid-market companies lose 1–9% of revenue to preventable leakage — billing errors, missed renewals, wrong amounts nobody catches until an audit. Average annual impact: $500K–$2M, already earned, never collected.
APQC benchmarked 2,300 organizations. Median close is 6.4 days. The bottom quartile takes 10+. Only 18% of finance teams close in 3 days or less. Every extra day is a day leadership makes decisions on last month’s data.
The process
Foundation almost always precedes Quote-to-Cash Automation. The stages are not always strictly sequential — different parts of an engagement can be at different stages simultaneously.
We understand your systems, transaction volume, and where the gaps are. We scope the Foundation engagement: which systems, how many periods, estimated complexity. Output: a clear picture of where to start and how.
No commitment required. You get a concrete scope and proposed starting point whether or not we work together.
We go inside your systems and execute the cleanup identified in Discovery. Chart of accounts restructuring, transaction reclassification, book closing, payment platform reconciliation, rules documentation. Every judgment call written down.
Output: clean, documented, AI-ready and automation-ready financial foundations. Your existing accountant stays in place — we handle the operational layer.
Built on top of clean foundations. We connect your CRM, accounting system, and payment processor, configure the three automation modules, and set up exception handling. We train your team on the workflow they will own going forward.
Output: Quote-to-Cash cycle running automatically. Your team handles exceptions only.
Foundations drift. Automations need updating as the business changes. New pricing logic, new integrations, new exception types — we keep everything running correctly as the business evolves.
Foundation retainer: data quality monitoring, rule updates, new integration cleanup. Q2C retainer: automation maintenance, exception monitoring, monthly reporting pack delivery.
Who it’s for
Get started
One conversation. No pitch deck. You leave with a clear picture of whether Opexi is right for you — and if it isn’t, we’ll tell you.
Name, work email, and company. We’ll discuss the rest on the call.
Google Calendar opens right here — no redirect, no new tab. Pick a 30-min slot that works.
We research your company before the call. You get an honest take on fit, gap analysis, and next steps — regardless of whether we work together.
Pick the format that works best for you.
No pitch deck. Just a real conversation.