Representative engagements in finance systems engineering.

The Problem

A finance team was manually reviewing a high volume of documents and writing repetitive commentary by hand. The process was slow, inconsistent between reviewers, and difficult to audit — and it scaled badly as volume grew.

Systems Involved

• AI APIs
• OCR / document parsing
• JSON schema
• Rule-based classification
• Review workflow
• Reporting export

What HPM Built

A controlled pipeline that ran documents through OCR, classified the extracted data against a defined JSON schema, applied rule-based logic, and generated business commentary from a fixed set of controlled fields. An exception-handling path routed anything uncertain to a human-review layer, and every output was exportable into a consistent reporting format.

The Technical Layer

This was controlled AI — not a chatbot. Schema constraints meant outputs were predictable and reviewable; rule-based classification kept logic transparent; and the human-review step preserved accountability. The result was an audit-friendly workflow rather than a black box.

Business Outcome

The Problem

A multi-entity business ran several accounting systems that were never designed to speak to each other. Consolidated reporting meant manual exports, inconsistent account structures, and a roll-up process that was slow and hard to trust.

Systems Involved

• Multiple ERP / accounting systems
• EPM / planning tools
• SQL
• Python
• Power Query
• BI tools

What HPM Built

A cross-ERP consolidation layer with entity mapping and chart-of-account normalization, so data from each system landed in a single consistent structure. It supported roll-up reporting, intercompany and elimination support logic where applicable, and produced management-ready consolidated outputs and variance reporting.

The Technical Layer

The core challenge wasn't the math — it was that the systems, charts of accounts, and workflows didn't align. HPM built mapping tables, normalization logic, and the connective reporting layer that made consolidated visibility possible without the manual rework.

Business Outcome

The Problem

Leadership had data spread across financial and operating systems but no trustworthy, connected view. Cost-saving opportunities and margin leakage were invisible until after the fact, and existing reports didn't point to any decision.

Systems Involved

• ERP / accounting data
• Vendor data
• Payment data
• Payroll / operational data
• BI tools
• SQL

What HPM Built

Custom dashboards that connected the underlying financial and operating data, with cost-trend analysis, expense-leakage detection, and margin analysis. Drilldowns by department, entity, location, customer, and product made the numbers explorable — and cost-saving opportunity flags pointed leadership at specific action.

The Technical Layer

HPM does not build dashboards for decoration. The work started with the pipeline underneath — getting the data connected and trustworthy — so the dashboard surfaced decisions, savings, and risks rather than just charts.

Business Outcome