Finance systems for $2M to $20M businesses.
I build bank reconciliation automation, GL automation, and 13-week cash forecasts for businesses doing $2M to $20M a year.
Email me to set up a callWhere the close gets stuck
"A payment processor payout lands in the bank and I can't tie it to the invoices or orders behind it."
"The AR aging in QuickBooks Online shows balances nobody trusts, so collections runs from a spreadsheet."
"The close runs so long that I see last month's numbers halfway through this month."
The cause is usually the same. Fees, refunds, chargebacks, and timing differences sit between the payment processor and the general ledger, and someone nets them out by hand in Excel every month.
What I offer, and where pricing starts
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Finance Systems Audit
I trace how money moves from your payment processor into QuickBooks Online or NetSuite and give you a written list of every place the numbers stop tying.
From $1,500
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Cash Clarity
A 13-week cash forecast that updates from your bank and accounting data, with no weekly spreadsheet rebuild.
From $5,000
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Close Accelerator
Automated revenue and deposit reconciliation for your close.
From $4,000
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Finance Data Stack
Payment processor and accounting data loaded into a cloud warehouse (Snowflake or MotherDuck) and modeled in dbt, with Python handling the reconciliation logic.
From $10,000
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Fractional Finance Systems
I own your finance systems month to month: I keep the automations running in QuickBooks Online, NetSuite, or Snowflake and build the next one.
From $2,000/month
How I work
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1.
Assessment. I trace a recent month of transactions from the payment processor to the general ledger and write down where the numbers stop tying.
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2.
Build. I build the reconciliation, forecast, or data model in the tools you already run, such as QuickBooks Online, NetSuite, or Snowflake.
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3.
Parallel run. The new process runs next to your current one for 1 full close. It replaces the old process only after both produce the same numbers.
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4.
Handoff with training. You get written documentation and a training session for the person who will run it in QuickBooks Online or NetSuite day to day.
About
I'm Jake. Ben Dot Solutions is a practice of 1: when you book a call you talk to me, and I do the work.
I work with businesses doing $2M to $20M a year. My work sits between your payment processor and the general ledger in QuickBooks Online or NetSuite. I build bank reconciliation automation, GL automation, and 13-week cash forecasts.
Tools I work in: QuickBooks Online, NetSuite, Snowflake, dbt, Python.
Contact
Email me at jake@bendotsolutions.com to set up a call.