Finance Systems Engineering

Coding meets operations. Finance systems meet measurable savings.

HPM Consulting connects ERP, EPM, CRM, payment, payroll, banking, spreadsheet, and BI systems into cleaner pipelines, automated workflows, and decision-ready reporting.

ERP · EPM · CRM
systems we bridge
SQL · Python · APIs
how we build
Multi-entity
consolidation native
The Problem

The data exists. The system is the problem.

  • 01 Reporting depends on fragile spreadsheets and manual exports.
  • 02 Multiple ERPs and accounting systems that were never built to connect.
  • 03 Dashboards that don't match the numbers underneath them.
  • 04 Finance teams buried in rework instead of analysis.
What We Build

HPM is not another advisor. HPM builds the missing layer.

We combine finance and operations knowledge with hands-on engineering — then we write the code, connect the systems, and ship the outputs leadership can actually use.

Systems Integration

We build the connection layer between ERPs, EPMs, CRMs, payroll, banking data, payment platforms, databases, and BI tools.

  • APIs
  • SQL
  • Middleware
  • RPA
  • Power Query

Multi-Entity Consolidation

Entity mapping, chart-of-account normalization, and cross-ERP roll-up reporting for multi-entity and PE-backed structures.

  • Entity rollups
  • COA mapping
  • Intercompany
  • Budget vs actual

AI Workflow Automation

Practical, controlled AI: document extraction, classification, structured JSON outputs, and schema-based commentary from controlled fields.

  • OCR
  • JSON schema
  • Classification
  • Review logic

Custom Tools & Dashboards

Forecasting tools, KPI dashboards, margin analysis, and cost-saving opportunity dashboards — coded, not just recommended.

  • Dashboards
  • Calculators
  • Validation utilities

Cleaner Data Pipelines

Validation logic, mapping tables, scheduled scripts, and custom transformations so the numbers downstream can be trusted.

  • Pipelines
  • Validation
  • Scheduling

Cost Savings

We surface waste in manual processes, duplicate tools, payment economics, margin leakage, and poor expense visibility.

  • Spend visibility
  • Margin analysis
  • Process audit
Where We Operate

Built for finance and operational complexity.

[ 01 ]

The connective layer between systems

Most finance teams don't need another static report. They need cleaner data flows. We code the layer that moves data between systems that were never designed to speak to each other — with mapping, validation, and logic that holds up to audit.

[ 02 ]

Multi-entity and PE-backed structures

Roll-ups, acquisition-heavy businesses, and multi-entity environments break when systems, charts of accounts, and workflows don't align. HPM builds the connective reporting layer that makes consolidated visibility possible.

[ 03 ]

Controlled AI, not chatbot gimmickry

We use AI where it is genuinely useful — extraction, classification, structured outputs, and commentary generated from controlled fields. Every output is consistent, auditable, and reviewable.

[ 04 ]

Dashboards that drive decisions

Your dashboards are only useful if the pipeline underneath them is right. HPM doesn't build dashboards for decoration — we build dashboards that identify decisions, savings, risks, and operational action.

Selected Work

Representative engagements.

Three examples of the technical layer in action — from AI-driven commentary to cross-ERP consolidation and cost-savings dashboards.

AI · Automation

Structured Commentary Engine

An AI-enabled workflow that extracts, classifies against a schema, and generates auditable business commentary from controlled fields.

ERP · Consolidation

Multi-Entity Consolidation

A cross-ERP consolidation layer that normalizes entity data, maps charts of accounts, and supports clean roll-up reporting.

Dashboards · Savings

Cost-Savings Dashboards

Custom dashboards connecting financial and operating data to surface margin leakage and cost-saving opportunities.

Start Here

Bring us the system problem that keeps coming back.

If your reporting depends on fragile spreadsheets, disconnected ERPs, or dashboards nobody trusts — HPM can map the workflow and code the missing layer.