ERP
Their books on your platform, reconciled to the penny through a live month-end close.
Chart of accounts crosswalked and signed off by your controller; every balance and transaction checked before cutover.
Post-merger integration:
AI-accelerated,
expert-verified.
Cursive streamlines the painful parts of integrating an acquisition. Agents do the labor and a relevant expert signs off on every deliverable.
What we do
Data cleanup and migration, verified record for record.
Messy data is our problem, not yours: cleanup is handled in-house by our data specialists before a single record moves. After go-live, optional AI transformation work is available as an expansion.
Payroll
Employees, codes, taxes, and history moved, proven in a parallel run.
A full parallel run against the legacy system, so the first payroll on the new platform just works.
CRM & billing
Accounts, contacts, and pipeline deduplicated onto one system.
History preserved; stages and ownership remapped to your process, so reporting works on day one.
Why it worksAI does the labor.
AI does the labor.
Experts own the result.
The fastest, highest quality integration work in the industry.
The AI platform
- Cleans, maps, and moves data at machine speed
- Iterates mapping and reconciliation in hours
The expert network
- PE operators and system integrators direct the work
- Nothing ships without a named reviewer’s sign-off
Who we are
Built by ex-finance AI researchers.
Andrew Lu, CEO
Berkeley CS · Apple · SIG
Vivek Bhupatiraju, CTO
MIT CS · Kalshi · HRT
We have been building with AI agents for 5+ years, and we’ve built mission-critical systems in financial environments where accuracy, speed, and reliability directly determine outcomes.
Guided by an expert network.
Ex-PE operators, consultants, system integrators, and data engineers. For each engagement we select an expert with years of experience in exactly this work, and our platform accelerates them.
NetSuite implementation leadPayroll migration lead, 20+ yrsEx-PE portfolio COOIntegration PMO lead, 15+ yrs
Process
From first scan to cutover.
Scan & interviews
Every system, owner, cost, and contract mapped. Process owners interviewed, SOPs ingested, workflows mapped. First report within five days.
YouIntros to your process owners, then a few 30-minute conversations.
Map & price
Chart of accounts crosswalked with confidence scores, into an expert-approved plan and a fixed quote.
YouController sign-off.
Migrate + mock run
Experts direct the mapping, agents move the data, our specialists clean it. Rehearsed in a sandbox, reconciled record for record.
YouHands-off.
QA + UAT
QA in a clean environment, then your users try their real workflows.
YouSchedule tests with your team.
Parallel run + cutover
Both systems run live with delta syncs, so discrepancies surface here rather than after go-live. Then the source is frozen and we cut over together.
YouCelebrate!
Technology
If it holds your data, we support it.
Multi-entity structures and multiple charts of accounts supported, plus the long tail: legacy and vertical systems come along too, EHR, TMS, WMS, PMS. If it has an export, an API, or a report, our agents can map it.
ERP
Payroll
CRM & billing
Privacy
Verified, never trained on.
Access logs and the reconciliation report are available to your team at any point during the engagement.
- Your data is never used to train AI models.
- Least-privilege access, scoped to the engagement and revoked at the end.
- A named expert reviewer signs off on every deliverable.
- Reconciliation against source records is the verification mechanism, not a spot check.
- All data handling is governed by a mutual NDA.
Two ways to get started.
Free system scan
We scan your systems and put a report in your hands within the first week, along with a fixed quote for the full migration.
The report is yours either way: a full inventory of systems, owners, licenses, costs, and integration risks.
Free mock migration
We run a migration on a sample of your data, reconciled record for record, so you see the output before you commit to anything.
Run in a sandbox against your real records, on your platforms.
We’ll sign a mutual NDA before we look at anything.