ERP & accounting
Extract and model finance, invoice, purchasing, and operational data from the systems running the business.
Holmes Systems
Source system integration
Make the systems agree before you report on them.
ERP, job-costing, field, and legacy data brought into one governed warehouse — with reconciliation and quality checks built in, not bolted on later.
Book a Readiness CallScope
Integration built around operations
Job & field data
Bring work orders, field tickets, job costs, equipment, and project status into the same reporting layer.
Historian & asset data
Connect SCADA, PI, Maximo, and operational exports to commercial and finance data where appropriate.
Reliable data movement
API, database, file, and SFTP pipelines monitored for freshness, schema changes, and reconciliation failures.
Connected systems
Common source systems
The point is not to replace every operational system. It is to make the data they produce reliable, connected, and usable in one place.
SAPSageViewpoint VistaQuickBooksProcoreHCSSAutodeskSCADAAVEVA PIMaximoSQL ServerOracleSFTP
Engagement
Integrate the useful data first
- 01
Inventory the source systems, owners, access paths, and the exact operational questions the data needs to answer.
- 02
Build and validate one source domain at a time, reconciling numbers against the system of record.
- 03
Document ownership, refresh expectations, and the checks that protect the reporting layer.
FAQ
Common questions
Can you work with on-premise or legacy systems?+
Yes. Read-only databases, scheduled exports, flat files, and SFTP drops are common starting points. The right approach depends on access, freshness needs, and reliability.
Do you replace our ERP or job-costing platform?+
No. The goal is to make the data from the systems you already operate available for reliable reporting and decisions.
Available for New Projects
Start With a Data Readiness Call
Tell us where your data lives — QuickBooks, job-costing software, your property management platform, spreadsheets — and what reporting costs you in manual work today. If a full platform build isn't the right answer, we'll say so.
What to expect
30-minute call to walk through your current systems and reports
An honest read on whether you need a full platform, or something simpler
Scope and pricing for a 2-week fixed-fee data audit
Evening and weekend availability. No pressure, no retainer pitch.
Book a Readiness Call
Send a few details and we'll reply within 2 business days.