AI, ERP & SaaS
Connect your systems. Make everyday work simpler.
Reduce repeated data entry, connect business information and improve reporting with practical AI tools, integrated business software and cloud applications suited to your needs.
Bring accounting, compliance and people expertise into software selection and implementation—so the system supports how your business actually works.
Technology shaped around your business
Better-connected systems. More effective everyday work.
Choose and implement technology around your processes, reporting needs and people. We bring business understanding into the work, alongside the technical expertise required.
Practical AI & Automation
Identify repetitive tasks where AI or automation could save effort and improve consistency. Start with a defined use case, suitable data and clear checks before extending it into everyday work.
Support may include
Use-case assessment, workflow mapping, tool evaluation, pilot coordination and human review of AI-assisted outputs.
ERP Selection & Implementation
Connect finance, purchasing, inventory, sales and other business functions through an appropriate ERP system. Define how transactions, approvals and reports should work before configuration begins.
Support may include
Business requirements, vendor evaluation, accounting and control requirements, data-migration planning, user testing and go-live coordination.
SaaS & System Integration
Select cloud applications that fit your working needs and connect effectively with existing systems. Reduce duplicate entry and clarify where business information is created, maintained and shared.
Support may include
Application comparisons, subscription-cost reviews, integration requirements, access responsibilities and coordination with software providers.
People, Controls & Adoption
Bring accounting, compliance and human-capital expertise into implementation. Help users understand their roles, follow agreed procedures and use the system confidently after launch.
Support may include
Role and skill assessment, approval limits, operating procedures, training coordination, user acceptance and post-launch gap reviews.
Prepare the business behind the technology
Better preparation. Smoother implementation.
Before choosing or changing software, bring together your business requirements, existing systems, data and people. These help define what the solution must achieve and what needs attention first.
Clear business requirements
Identify problems to solve, teams affected & expected improvements. Set priorities, budget and timeline for software and automation. For AI, define suitable tasks, data privacy needs and human review. Include reporting requirements and how success will be measured.
Current systems & data
List your software, spreadsheets and existing connections. Identify where key records are held, who owns them and where duplicates or gaps occur. Include data-cleaning, migration and access requirements. Check data accuracy before transferring records.
Accounting & compliance needs
Bring your chart of accounts, reporting formats, approval rules and relevant compliance requirements. Explain how transactions, reconciliations and month-end checks and balances should work so these needs inform the system design. Include accruals, provisions and audit trails to support reliable reporting.
Experienced people & clear ownership
Identify business owners, key users and specialists with accounting, compliance, human-capital and implementation experience. Confirm their availability for decisions, testing, training and support after launch. Assign clear responsibilities for resolving issues and helping teams adopt new processes.
The FairStake delivery process
From business requirements to systems your team can use.
A structured approach to AI, ERP and SaaS projects—bringing accounting, compliance, people and implementation experience into each stage.
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AS-IS
Understand your processes, systems and people
Review existing software, data, workflows and reporting. Identify repeated work, control gaps and user difficulties. Confirm the accounting, compliance and team requirements with the people who manage the work.
Outcome: Current needs and gaps confirmed
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ROADMAP
Agree the scope, expertise and implementation route
Prioritise suitable AI use cases, ERP requirements or SaaS improvements. Agree selection criteria, budget, milestones and responsibilities. Identify the business specialists, technical providers and key users needed.
Outcome: Agreed plan, roles and milestones
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TO-BE
Approve the design, then implement and test
Define future workflows, reports, access and controls for your approval. Then coordinate configuration, data preparation and integration within scope. Support user testing, training and agreed checks before go-live.
Outcome: Approved solution implemented and tested
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GAP REVIEW
Review live use, controls and remaining issues
Check live workflows, reports, data accuracy and user adoption against agreed requirements. Review AI outputs where applicable. Record unresolved issues and agree corrective actions, owners and follow-up dates.
Outcome: Remaining gaps and next actions agreed
Your review is built into the process.
We confirm the AS-IS understanding and obtain your approval of the TO-BE design before implementation. Business users review the solution against agreed acceptance criteria before go-live. Changes to scope are agreed with you.
Before we begin
Your technology questions. Clear answers.
A few helpful answers about choosing software, preparing your business and supporting implementation.
Do we need to replace our existing software?
Not necessarily. We first review your current systems, workflows and reporting needs. Improvements may come from better configuration, clearer procedures or connections between existing applications. If replacement is worth considering, we help compare the options, costs and implementation requirements.
Can we start with one practical AI or automation project?
Yes. Start with a defined task, such as preparing a first draft of a report, organising documents or reducing repeated data entry. We assess suitability, data access and review requirements, then agree a small pilot. Results are checked before deciding whether to expand its use.
Why involve accounting, compliance and people specialists in an ERP project?
Software configuration depends on how your business records transactions, approves work and meets reporting requirements. Experienced accounting and compliance specialists help define these needs, while human-capital expertise supports roles, skills and user adoption. Their combined knowledge helps the technical team build around actual business requirements.
Can you work with our existing software vendor and IT team?
Yes. We can work alongside your vendor, IT team and business users. The agreed scope clarifies who owns business requirements, configuration, data migration, testing and training. Technical delivery responsibilities remain clearly assigned to the relevant team or provider.
How are data access and AI-generated outputs handled?
We agree what data is needed, who may access it and which tools are approved before use. Sensitive information should only be used within the agreed permissions and handling arrangements. AI-generated outputs need appropriate human review, particularly where they affect financial reporting or business decisions.
Can you support testing, training and issues after go-live?
Yes, where included in the agreed scope. Support may cover coordinating user testing, checking reports and controls, preparing users and reviewing issues after launch. We agree acceptance criteria, responsibilities, the support period and how unresolved issues will be tracked and addressed.