Systems that move money, data, and work.
CXO is an engineering practice for operational software: workflow automation, data intelligence, and the integrations that hold them together. Built for environments where accuracy is not optional.
Most integrators know the software. Fewer know what the numbers are for.
The practice was built at the intersection of corporate finance and systems engineering. Our leadership background spans commercial lending, credit operations, and enterprise platforms, which is why the systems we ship hold up in regulated, numbers-first environments.
In practice that means the conversation starts where your operation actually costs you, rather than with a platform somebody is trying to place. We have sat on the client side of the table, and it shapes how the work gets scoped.
Outcomes, and the shape of the work.
Engagements led by the practice leadership. Clients are not named.
Faster deployment of forecasting solutions
Redesigned and automated the delivery process at a financial services group, cutting the time to stand up a new sales forecast solution by four fifths.
Less processing time, better data accuracy
Reengineered data transformation and load at a Fortune 500 consumer packaged goods business, removing manual steps that had gated every reporting cycle.
Migration and divestiture programs
Financial data migration off legacy lease and core platforms, M&A divestiture data and reporting programs, and legacy modernization with API strategy. Delivered inside institutions ranging from $1.5B to $46B in assets under management.
Three practices, one standard.
Automation & Workflow Engineering
Manual, repetitive, error-prone processes rebuilt as reliable software. Approvals, handoffs, document flows, reconciliations, and the routines your team runs every day.
Data Intelligence & Analytics
Operating and financial data turned into reporting people trust. Pipelines, dashboards, forecasting inputs, and one version of the numbers.
Systems Integration & API Connectivity
The connective layer between the platforms you already pay for. Clean APIs, synchronized records, no swivel-chair operations.
Where systems reliability shows up in the operating numbers.
Banking
Core-adjacent automation, reporting, and integration engineered for enterprise volume and fixed deadlines.
See the sector →Specialty Finance
Lending operations, credit workflows, and portfolio reporting for non-bank lenders.
See the sector →Consumer Packaged Goods
Order-to-cash, trade and margin reporting, and data flows across retail partners.
See the sector →Specialized Packaging
Quoting, scheduling, and shop-floor-to-ERP connectivity for made-to-spec production.
See the sector →What we build, and what we keep running.
Engineering delivered against your process and your operating numbers, from the integration layer through to models in production.
API engineering and integration operations
Designing, building, and running the connective layer between core platforms. Contracts, versioning, retries, throughput, and the monitoring that tells you a feed failed before the business does.
Data engineering and pipelines
Ingestion, transformation, and governed stores that hold operating and financial data in one place, refreshed on a timetable rather than assembled by hand each period.
Analytics and operational reporting
Dashboards and financial reporting people act on. Metrics defined once, traceable back to the record that produced them, published on the cadence the decision needs.
Machine learning and forecasting
Forecasting, scoring, classification, and document extraction, built into the workflow that uses them and monitored in production. Models that run every day, not a notebook.
Workflow and process automation
Approvals, exception queues, document flows, reconciliations, and the routines a team currently runs across spreadsheets and inboxes, rebuilt as software with owners and states.
Platform modernization and migration
Financial data migration off legacy core and lease platforms, divestiture and carve-out data programs, and the API strategy that keeps the estate working during the transition.
Start with the process that costs you most.
A conversation first. A structured assessment when it earns one.