Reconcile. Automate. Elevate.

From trusted numbers to automation to AIon the systems you already own.

We fix the numbers, automate the manual work, then add AI — in that order. Working read-only with the ERP, accounting and project systems you already run, on infrastructure you own.

Keep your systems
Nothing gets replaced. We work with the ERP, accounting and other software you already run.
Read-only access
Your system of record is never written to or modified.
You own the result
Everything we build lives on infrastructure you control.
AI last, not first
Added only once the numbers beneath it have been verified.

Systems we work around

If it has a database, we can work with it. These are simply the ones we see most often.

01The problem

The data exists. Trusting it is the work.

Most established companies are not short on information. They are short on a way to trust it that does not consume three people and weeks of spreadsheet reconciliation every month.

01

Accounting and operations report different numbers.

Two departments, two spreadsheets, and a meeting spent arguing about which one is right.

02

Month-end runs on spreadsheets and manual reconciliation.

A close that should land in the first days of the month instead drags on for weeks — most of it spent chasing figures that should already match.

03

People re-enter the same information into several systems.

A receipt keyed in the field, keyed again in the office, and keyed a third time into a budget workbook.

04

Leadership cannot see current performance fast enough to act.

By the time the report is assembled, the decision it was meant to inform has already been made.

Four symptoms, one root cause: the data a company already owns is never in a form anyone can trust. Get that right once, and everything built on top of it gets easier — and cheaper.

02How it works

One trusted layer, built on what you already run.

Three stages, always in this order. Projects in this space fail when the order is reversed.

Your systems ERP · accounting · projects · spreadsheets · files Verified data & history Reconciled to figures you already trust — read-only Reporting & automation One source of truth, on infrastructure you own AI Questions · exceptions · forecasts — last, not first
Stage 01

Reconcile

We connect read-only to the systems you already have and make their numbers agree — proving every figure against a report your controller already trusts before anything is built on it.

Stage 02

Automate

Reporting your team will actually use, and automation of the hand-offs that should never have been manual. One source of truth in place of a pile of workbooks — on infrastructure you own.

Stage 03

Elevate

With a verified foundation underneath, AI can answer questions, flag exceptions and forecast — and be held to a standard.

Consolidara in one minute
The three stages, narrated — sound on, captions included

In practice

A job number, a receipt and a budget line. Straightforward — except the receipt is entered in one system, the budget is kept in another, and someone in the office reconciles them by hand every week to report how the job is really performing.

Consolidara makes that match run automatically, then proves the resulting totals against the figures the controller already knows to be correct. From that point, current job performance is something management reads — not something someone has to assemble.

03Capabilities

Where the work lands first.

The same method, applied to the four areas where established companies feel the cost soonest.

Finance

A faster close, on numbers you can defend.

Month-end reporting, reconciliations and cash / AR / AP visibility — with the books kept CPA-ready through the year instead of rebuilt each January.

Operations

Managers off the spreadsheets.

Job cost, committed versus actual, budget variance and forecasting — while the job is still running, not six weeks after it closes.

Workflow

Hours back, every week.

Duplicate entry eliminated, recurring reports assembled on their own, and hand-offs between systems that no longer need a person in the loop.

Intelligence

Answers you can stand behind.

Plain-language questions, exception detection and forecasting — offered only once there is trusted, reconciled data for it to run on.

04On AI

Why we do not lead with an “AI employee.”

It is a fair question, given how the category is being sold right now. The difference is sequence, not capability.

AI sold cold

Dropped onto data nobody has reconciled, it returns a confident, well-worded answer that happens to be wrong — and the error surfaces several decisions later.

AI earned from your foundation

Built on numbers we have already made correct, it is accurate, shaped to how you actually operate, and adopted — because it extends work already paying for itself.

Same destination, opposite direction. We get there by fixing the foundation first.

05How we start

A small first step. Everything after it is earned.

No one is asked to commit to a large program on a projection. Work begins with a fixed-fee assessment and expands only on demonstrated results.

1

Assess

A fixed-fee review of your systems, the manual work around them, your reporting needs and the numbers nobody quite trusts. You keep the written map whether or not we continue.

2

Prove

One high-value workflow, built and proven against figures you already trust. Contained enough to be low-risk, real enough to show the method working on your own data.

3

Expand

Reporting and automation built outward from the proven core, extended only as far as it keeps paying for itself. AI layered in later, where it earns its place.

Fixed fees, agreed before work starts — never by the hour. Half of the assessment fee is credited toward the first build, and everything after it is scoped and priced before it begins.

06Common questions

The questions we get asked first.

A few we hear on the first call.

Do we have to replace our software, or the reports we already use?

No — to either. We work around the systems you already run: your ERP, accounting package and field tools stay exactly as they are, read-only, with the new layer sitting beside them on infrastructure you own. The same goes for your reporting — we do not replace Excel or Power BI, we make them right. The usual first deliverable is the spreadsheet you already use, fed by verified data instead of typed in: same layout, same figures your controller expects. For companies weighing a migration this is usually the cheaper, safer route — and if you do migrate later, the reconciled layer comes with you.

Our system is old and has no API. Is that a problem?

It is the normal case. Most mid-market systems keep their data in a database — SQL Server, an Access file, a hosted instance — and that is what we read. If it has a database, we can work with it. Old is not the obstacle; untrusted is, and that is what gets fixed first.

How quickly would we see something working?

The assessment takes days, not months — we read the database overnight and spend the time with your people confirming what it shows. The first working piece typically follows within weeks of the assessment. We would rather ship one report that ties to the penny than a dashboard nobody trusts.

How do you charge?

Fixed fees, agreed before work starts — no hourly billing. It begins with a fixed-fee assessment, half of which is credited toward the first build. Everything after that is scoped and priced up front, once you have seen the method work on your own data.

07The firm

A specialist practice, not a software vendor.

Consolidara is an independent data and automation practice. The work is deliberately narrow: making the systems a company already runs produce trustworthy operating data, and building the reporting and automation that data makes possible. We have no software to sell you and no license to renew.

Engagements are principal-led. The person who scopes the work is the person who performs it and remains accountable for the result — which, at this size of company, is the difference between a system that gets adopted and one that is quietly abandoned.

We work read-only inside client systems, deliver onto infrastructure the client owns, and will say plainly when a proposed piece of work is not worth doing.

  • Read-only access Source systems are never written to or modified.
  • Client-owned delivery Data and systems remain under your control.
  • Reconciled before released Nothing ships until it agrees with the books.
  • Documented hand-over No dependence on undocumented work.

08Contact

Let's build a single source of truth.

A twenty-minute conversation about where the manual work sits and which numbers are not trusted is usually enough to tell whether there is something worth fixing.

FirstA short call — your current systems, and where the reporting breaks down.
ThenIf there is a fit, a written proposal for a fixed-fee assessment.
If notWe will say so directly, and point you toward the better option where we can.