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PORTO CAPITAL

Service 03

Finance & Accounting Software Integrations

The finance function depends on systems that frequently do not communicate. The result is a close that takes three weeks, reporting assembled by hand, and numbers that are difficult to rely on.

We design, build, and maintain the connections between them. General ledger, banking, payments, payroll, billing, and operating systems configured so that data moves once and arrives in usable form.

This work is led by a certified NetSuite consultant and reflects our own internal systems. Automation handles the mechanical work. The review remains with the principals.

  1. 01General ledgerQuickBooks, NetSuite, Xero, Sage
  2. 02Banking and treasuryfeeds, reconciliation, controls
  3. 03Payments and receivablesStripe, Ramp, Bill, collections
  4. 04Payroll and HRallocation, job costing, accruals
  5. 05Operating systemsPOS, PMS, CRM, project and field tools
  6. 06Reporting layerdashboards and management packages