Assess
Where you are. Where you can go.
Understand gaps across close, plan, and systems before you commit to a replatform or optimization program.
Seven levels of finance maturity
From disconnected spreadsheets to real-time monitoring — use this model to see where you are and what to improve next.
Your transformation roadmap
We map workforce, accounting, profitability, project accounting, and technology — then phase the work so each close gets easier.
- Rapid provisioning and accelerated onboarding
- Standardized data model and workflow design
- Out-of-the-box reports and dashboards
- Reduced implementation risk
- Foundation for high growth and complex needs
What we do
IFI helps finance teams with maturity roadmap — from Sage Intacct-led implementations to ongoing operations and advisory.
How we work
We scope around your close, your entities, and the integrations that matter. No generic templates; no surprise change orders on things we should have caught in discovery.
What happens next
Start with a short conversation. We will tell you honestly if we are the right fit and what a sensible first phase looks like.
Ready when you are
See how the pieces fit your team.
A short consultation and an honest answer on fit — before anyone signs anything.