Our Services

A comprehensive range of financial solutions that support your business growth

IFI INSIGHTS YOUR SOLUTION FOR IMPLEMENTING AND
MANAGING YOUR BACKOFFICE FOR:

SALESFORCE CRM

INTEGRATION MANAGEMENT

Implementation Journey

Implementation as a Service

  • Rapid Provisioning & Accelerated Onboarding
  • Standardized Data Model & Workflow Design
  • OOTB Standard Reports & Dashboards
  • Reduced Implementation Risk
  • Accelerated Time to Revenue
  • Provides a Foundation for High Growth & Complex Needs

IFI_Staircase

We provide these solutions for the following industries:

CONSTRUCTION & REAL ESTATE

For Insulation Contractors, Commercial Solar, Property and Engineering companies we deliver proven accounting integrated with your field systems.

Professional Services

Understanding project accounting is key to visibility for running a Marketing, Consulting, or Engineering services operation.

Technology

As SaaS services providers we understand MSPs, IT Services, Software and Hardware company accounting and operations visibility.

Financial

For complex financial transaction workflow and structures our multi-dimensional accounting design ensures efficiency.

FAMILY OFFICES

NON PROFIT

RESTAURANTS

Industry Partners

  • CPA
  • Procore
  • Addepar

Technology Partners

  • Sage Intacct
  • Planful
  • Salesforce
  • BILL Spend & Expense (formerly Divvy)
  • BILL
  • Yooz
  • Emburse Nexonia
  • Emburse Tallie
  • Expensify
  • SAP Concur