Job costing · Finance · Operations data

Numbers that agree across systems, and a report you can release with confidence.

We connect the systems your numbers live in, match records on stable keys, isolate what does not reconcile and publish the report or live P&L only when it does.

Start
Workflow Diagnostic · from $7,500
Build
4–8 weeks · from $25,000
Run
From $2,500/mo
Sound familiar?
  • Someone spends days each month stitching spreadsheets together.
  • Operations and finance disagree on the same number.
  • Leaders see last month, not this week.
Where it applies
  • Job cost and P&L by project
  • Order-to-invoice reconciliation
  • Inventory and item matching
  • Executive operating dashboards
How it works

Four steps. One audit trail.

Clean cases flow straight through. Anything that does not match waits for a named reviewer, and every step is written to the log.

01Connect02Match03Review04ReportNamed reviewerAudit log01 Connect02 Match03 Review04 ReportReviewerAudit log
Clean cases flow straight throughExceptions wait for a named reviewerEvery step is logged
  1. Connect

    Read-only connectors to job, accounting and spreadsheet sources.

  2. Match

    Records joined on stable identifiers, with mismatches isolated.

  3. Review

    The record owner resolves gaps before anything is published.

  4. Report

    A live dashboard or scheduled report from one source of truth.

Reconcile the records before the report is released.

Match operational and finance records using stable identifiers, isolate exceptions, and prepare a traceable reporting output.

  1. 01Read extracts
  2. 02Reconcile keys
  3. 03Review decision
  4. 04Prepare report
Input & evidence

Operations extract · three records

JOB-201 · $1,200
JOB-202 · $2,400
JOB-203 · $800

Finance extract

JOB-201 · $1,200
JOB-202 · $2,400
JOB-203 · not present
Validation & review

Inspect the source, then run the checks.

Follow a case from input to a reviewed output. Try the exception and the matching scenario.

Ready to run

Every action is written to the decision trail.

Decision trail
  1. Sample loaded. No external systems connected.
Prepared output

Nothing is released until the case passes validation and a reviewer approves it.

Fictional data and scripted outcomes that explain the design. Not a live SI system or a client result. See the connected reporting offer →

Controls built in
  • Source systems stay the system of record
  • Unreconciled items block release
  • Lineage from every number back to its source
What you receive
  • Connectors and governed data views
  • Reconciliation rules and exception queue
  • Dashboard or report
  • Data dictionary and handoff
Related proof
OptiSyn engagementA specialty construction firm · Construction · Small business

Three disconnected systems became one live P&L in 21 days.

21days to deliver
10+hrs/week of entry eliminated
19governed data views
~$21per month to run
Challenge
Job costs, accounting entries and project spreadsheets lived in three places. Someone re-keyed numbers every week, and the owners saw profit by job only after month-end.
Built
SovereignOS: connectors to three source systems, 19 governed BigQuery views as a single source of truth, and a live P&L and operations dashboard on top.
Result
More than ten hours a week of manual entry eliminated. A live P&L by job. Running cost of roughly $21 a month.
BigQuerySharePointAccounting APIDashboards
See the related offer →
Leadership experienceFortune 10 healthcare distributor · Healthcare distribution

An item-matching redesign tied to $80M in added revenue.

$80Madded revenue
Challenge
High-volume product records had to be matched consistently, and manual review could not keep pace with the business.
Built
A redesigned matching process that applied deterministic rules first, model reasoning second, and routed uncertain matches to people.
Result
$80M in added revenue attributed to the redesigned process.
Rules + MLHuman reviewEvaluation
See the related offer →
Next step

Pick one workflow.
We’ll measure it in ten days.

Start with a 20-minute fit call. You leave with a specific package, a price and a date, or a straight answer that we are not the right fit.

Reply within one business dayNo payment to bookFixed price in writing