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Financial & Technology Insights

Expert perspectives on financial systems, ERP trends, FinTech innovation, IT best practices, and the strategies driving modern financial operations.

Financial SystemsBank-to-ERP integration patterns

Boomi for Bank-to-ERP Integration: Patterns That Actually Work

Connecting your bank's feeds to your ERP sounds like a solved problem until you try to do it. Here's how Boomi fits into treasury and AP integration work, the patterns that hold up in production, and where these projects typically go sideways.

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Financial SystemsHRIS and payroll platform comparison

Dayforce vs. UKG vs. ADP vs. Workday: An HRIS & Payroll Platform Comparison

Four platforms, four very different payroll architectures. Here's how Dayforce, UKG, ADP, and Workday actually differ for a mid-market organization choosing — or replacing — its HRIS and payroll system.

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Financial SystemsERP systems financial technology comparison

PeopleSoft vs. Oracle Financials vs. NetSuite: An ERP Comparison for Mid-Market Firms

All three are Oracle products, all three do general ledger and financial reporting, and none of them are actually interchangeable. Here's how to tell which one fits a mid-market organization — and which one you're probably being sold by default.

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IT ConsultingAccounts receivable and collections workflow software for law firms

Collections Optimizer: Fixing AR and Collections Workflows for Law Firms

Most firms don't have a collections problem so much as a collections process problem. Here's what Collections Optimizer actually automates, and where the real fix has to happen upstream of the software.

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IT ConsultingLegal spend and matter management software

Onit for Legal Spend and Matter Management: What It Actually Does

Onit shows up on both sides of the billing relationship — as the system corporate legal departments use to manage outside counsel spend, and as one more portal law firms have to submit invoices through. Here's how it actually works, and what to plan for on either side.

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ComplianceE-billing compliance and Outside Counsel Guidelines

eBillingHub and BillBlast: Getting E-Billing and OCG Compliance Right

Client-mandated e-billing has moved from an occasional headache to a daily reality for most law firms. Here's what eBillingHub and BillBlast actually do, where Outside Counsel Guidelines compliance breaks down, and how to stop rejections before they happen.

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Legal TechnologyAI-driven dictation and timekeeping for law firms

BigHand and Laurel AI: What AI-Driven Dictation and Timekeeping Actually Change for Law Firms

Voice-to-text dictation and AI-generated time entries are two of the fastest-moving categories in legal tech right now. Here's what BigHand and Laurel AI actually do, where they need to plug into your billing system, and what a realistic rollout looks like.

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IT ConsultingLaw firm operations software and cloud platforms

Intapp for Law Firms: CRM, Conflicts & Time Tracking on One Platform

Most firms didn't set out to run six different systems for business development, conflicts, and timekeeping. Here's what's actually in the Intapp Open suite, where it needs to talk to your financial system, and how to sequence a rollout that doesn't disrupt billing.

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Legal Practice ManagementLegal practice management cloud migration

Aderant Expert Cloud vs. 3E/Elite Cloud: A Migration Guide for Law Firms

Both Aderant and Elite now offer cloud-hosted versions of their flagship practice management platforms. Here's what actually changes during a migration, and where firms most often get it wrong.

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Financial SystemsERP systems financial technology

Why Your ERP Is Holding You Back — And What to Do About It

Many organizations are running on ERP systems that were implemented years ago and never properly optimized. The hidden cost of underperforming financial systems goes far beyond licensing fees — it shows up in manual workarounds, slow close cycles, and unreliable reporting.

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FinTechFinTech digital innovation

5 FinTech Innovations Reshaping Mid-Market Finance in 2026

From AI-powered cash flow forecasting to real-time payment rails, discover the FinTech developments that are changing how finance teams operate day-to-day.

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IT ConsultingCloud computing infrastructure

Cloud Migration for Finance Teams: A Practical Framework

Moving financial systems to the cloud requires careful planning, especially around data security, compliance, and system continuity. Here's how to do it right.

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ERPERP software implementation

SAP vs. Microsoft Dynamics 365: Which ERP Is Right for Your Organization?

Both platforms are powerful, but they serve different organizational profiles. We break down the key factors that should drive your decision — beyond the feature comparison sheets.

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Business IntelligenceBusiness intelligence dashboard

Building a Financial Dashboard Your CFO Will Actually Use

Most BI dashboards fail not because of bad data — but because they weren't designed around how finance leaders actually think. Here's our design-first approach to financial reporting.

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ComplianceCompliance financial regulations

SOX Compliance in 2026: What's Changed and What Finance Teams Need to Know

Regulatory expectations around financial controls continue to evolve. We outline the latest developments and the internal control strategies organizations should have in place today.

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Financial SystemsFinancial systems analysis

The 7 Signs Your Financial Systems Need an Assessment

From manual spreadsheet workarounds to slow close cycles and unreliable reports — these are the warning signs that your financial infrastructure needs a professional review.

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