Partnering With Us

We transformed from producing basic Income Statements & Balance Sheets and complex spreadsheets some 15 days after month-end to insightful Operational Management information reports & dashboards we use daily

Sage Intacct Accounting Program (SIAP)
For Firms needing help with the provisioning and onboarding for Sage Intacct as a Sage Intacct Authorized Service Provider (ASP).

Planful Financial Planning & Analysis (FP&A) as a Service Integration with Sage Intacct
For Firms needing help with the provisioning and onboarding for the Planful Enterprise Planning Management (EPM) integrated with Sage Intacct to deliver a single design for Financial Management.

Salesforce CRM for Order to Cash Integration with Sage Intacct
For Firms needing help with provisioning and onboarding for Salesforce integrated with Sage Intacct to deliver a single design for Financial Management.

WE ARE ACCOUNTANTS THAT OPTIMIZE YOUR BACK-OFFICE FOR CONTINUOUS ACCOUNTING TRANSFORMATION

Modern Cloud
Accounting Software

Modern Cloud Accounting

Jim French, Founder & CFO

Accounting Transformation Maturity Journey

Fully Connected Systems
Single-Point of Entry for Ops & Financial
Elimination of Traditional Close
Real-Time Analysis & Planning

SUCCESS STORIES

“Having the IFI Professionals team support our cloud accounting has been key to giving us the visibility and control we need to keep growing”

Shannon Copeland
COO

Professional Services</div<
“Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.”

Tola Sanni
CFO

Not For Profit