Manually entering data from invoices, statements, and forms is slow and error-prone.
TAG builds automated document workflows that extract key data from PDFs and scanned files and deliver it in a clean, usable format. Documents are processed consistently, validated against basic rules, and organized for easy review.
What this enables
Faster month-end close
Fewer data entry errors
Less administrative time spent on paperwork
More reliable financial and operational data
Most cash flow problems are visible weeks in advance—if someone is looking.
TAG creates a simple early-warning system that monitors incoming and outgoing cash and flags risk before it becomes a crisis. When cash drops below predefined thresholds, you’re notified automatically.
What this enables
Fewer cash surprises
Better short-term decision-making
Improved confidence in hiring, spending, and timing
Clear visibility into near-term cash health
Dashboards only work if leadership actually looks at them.
TAG delivers a concise executive-level KPI snapshot that summarizes the most important performance indicators in a single view. Reports are delivered automatically on a recurring schedule so leadership stays informed without logging into multiple systems.
What this enables
Faster leadership alignment
Clear performance trends over time
Less time hunting for numbers
More focused conversations around action, not data
When margins slip, the root cause is often hidden in operational friction.
TAG analyzes order flow, volume, cycle time, and cost drivers to identify where work slows down or becomes inefficient. The output highlights specific bottlenecks and cost leaks that can be addressed quickly.
What this enables
Clear visibility into operational constraints
Data-backed staffing and process decisions
Reduced rework and waste
Improved margins without increasing volume
Teams lose time answering the same questions over and over.
TAG builds a secure internal knowledge assistant that answers questions using your existing policies, procedures, and documentation. Employees get fast, consistent answers without interrupting managers or senior staff.
What this enables
Faster onboarding
Fewer internal interruptions
Consistent answers across teams
Better use of existing documentation
Important decisions are often made without understanding the financial impact.
TAG builds simple scenario models that allow leadership to test “what-if” decisions—pricing changes, hiring plans, cost increases, or volume shifts—and immediately see the effect on margins and cash.
What this enables
More confident pricing and hiring decisions
Clear tradeoffs before committing resources
Better planning conversations
CFO-level insight without full-time overhead