We make your systems and your ledger agree.
TriOptimum Consulting configures enterprise platforms, wires the integrations between them, and turns the result into finance leadership can trust.
Three disciplines, one practice.
Most projects fail at the seam between finance and technology. We work both sides of it, so configuration, integration, and the numbers all hold together.
Configure
- Chart of accounts, posting logic, and process flows
- Order-to-cash, procure-to-pay, record-to-report
- Pricing, discounting, and quote-to-invoice
- Period close, multi-entity, and intercompany
- Reporting across GL, AP, AR, fixed assets, procurement
Integrate
- Azure middleware and cloud environment setup
- Master-data and transaction sync between platforms
- End-to-end ETL pipelines, built and maintained
- Microsoft Dataverse and cloud data warehousing
- API design with idempotent, audit-safe posting
Optimize
- Accounting process redesign and controls
- WIP, deferred COGS, unbilled receivables, commissions
- Predictive budgeting and forecasting models
- Self-service analytics and executive reporting
- AI-assisted automation of finance workflows
The stack we work in.
Hands-on configuration and integration experience across the platforms that run enterprise finance and operations.
ERP & financials
Quote, contract & CRM
Data & cloud
Automation & low-code
Work we have delivered.
A sample of configuration and integration work, described by scope and outcome. Client and employer names are kept confidential.
CPQ and quote-to-invoice platform
Architected a quoting and invoicing platform on a cloud ERP, with deterministic pricing, order-level discount routing, and commission logic kept in SQL so the dollar math is exact every time.
Project tool to ERP, automated
Connected a project-management tool to a cloud ERP through custom middleware, syncing customer master data over SOAP services and ending the manual re-entry between them.
Multi-entity Oracle Fusion rollout
Led a 20-plus person implementation across eight vendors on a 20 million dollar program, aligning finance, procurement, and reporting on a single platform.
Workday deployment sponsorship
Sponsored a Workday deployment across finance, HCM, and recruiting, standing up the configuration and enabling more than fifteen power users to run it independently.
Close-ready control narratives
Authored WIP clearing, deferred-COGS, and unbilled-receivables SOPs and control narratives, with supporting workpapers built for CFO review and audit.
AI and Power Platform forecasting
Built predictive models on the Power Platform that improved budgeting accuracy, alongside reporting suites spanning GL, AP, AR, fixed assets, and procurement.
Built to reconcile, designed to last.
Integrations should be quiet. They run, they recover, and the numbers tie out. That standard shapes every build.
Deterministic math
Money is calculated in SQL, not guessed. Where AI helps, it drafts and checks. It never owns the dollars.
Idempotent by design
Integrations can rerun safely. A retry never double-posts, and failures recover without a cleanup project.
Documented for audit
Every flow ships with a control narrative and an SOP a controller can hand straight to an auditor.
Owned end to end
From requirements to go-live to ongoing maintenance, whether your team runs it afterward or we keep it running for you.
Finance and IT, fluent in both.
TriOptimum brings together functional and technical consultants across the major enterprise platforms, with deep integration and finance expertise behind them. Every engagement runs with PMP-grade program discipline and audit-ready controls, so the work holds up long after go-live.
Have a system that should reconcile and doesn't?
Tell us what you are running and where it breaks. We will tell you straight whether we can help and how we would approach it.