BI & Systems Transformation
Modern systems. Connected data. Real-time financial intelligence.
Business Intelligence (BI) and Systems Transformation at Buxbaum is about more than just implementing technology. We connect systems, data, and workflows to give finance teams and leadership a more accurate, real-time view of the business.
New software alone won’t fix disconnected data or inefficient processes. Buxbaum evaluates how information moves across the finance function, then builds the systems architecture, integrations, reporting, and AI-enabled workflows needed to turn that data into useful business intelligence.
Whether you’re relying on spreadsheets, struggling with a poorly implemented ERP, or unable to get meaningful insight from the systems you already have, we help create a more connected finance environment. Our experience across QuickBooks, NetSuite, Sage Intacct, Microsoft Dynamics, Epicor, and other platforms allows us to improve existing systems or guide broader transformation based on what the business actually needs.
The result is a finance operation that automates repetitive work, strengthens controls, and gives leadership faster access to the metrics and insights that drive decisions, with systems built to support the business as it grows.
- System & Platform Selection and Implementation
We assess your current tech stack, design the optimal finance infrastructure, and guide the selection and implementation of a new ERP, cloud accounting systems, or integrated financial platforms — setting up the foundation for automation and growth.
- Process Design & Automation
From AP/AR workflows to reconciliations, close cycles, and reporting — we re-engineer processes, eliminate manual bottlenecks, and automate routine tasks, ensuring timely, accurate and scalable workflows.
- Data Consolidation & Real-Time Reporting
We build data pipelines, reporting frameworks, and dashboards that give you real-time visibility into cash flow, working capital, and performance metrics — across business units, geographies, and product categories.
- Controls, Governance & Compliance
We implement robust internal controls, audit-ready processes, and compliance frameworks so your finance function stands up to external scrutiny and you stay deal-ready every day.
Why Buxbaum
- We provide real-time dashboards, automated reporting, and clean data that give you the ability to act on what’s happening now.
- Automation and streamlined processes cut down on repetitive manual work, reduce error risk, accelerate close cycles, and free up your finance team to focus on strategy, not bookkeeping.
What Clients Gain
- Real-time financial intelligence and expert guidance that keeps your business prepared for growth, greater complexity, and transaction readiness.
- Stronger controls, enhanced reporting, and reduced data silos so your finance ecosystem is in sync with the growth and increasing complexity of your business.
- A transformed finance function that transforms manual, disjointed systems and processes into a cohesive business intelligence platform.
