An AI partner for finance teams

Close your books faster with Raiz

We implement Rillet, the AI-native ERP, in weeks, not months. Then we connect the rest of your tech stack and stay on as an extension of your finance team.

The Raiz team: five people standing together and smiling in an office hallway.
What we do

Everything you need to runan AI-native finance function

Rillet ERP: Software, Implementation + Success

Rillet and the team that makes it work, in one relationship. We do the heavy lifting on setup and migration, and we stay with you through your first close and beyond. Authorized Rillet reseller and certified implementation partner

Finance Systems Management

Rillet is the core, but it’s only as good as what’s connected to it. We help you choose the right tools, connect them to Rillet (including your homegrown systems), and manage them over time, so there’s no dual entry and no guessing where your numbers live.

AI-Powered Finance Automation

We find the manual work that eats your team’s week, like collections follow-up, cash application, and AP forecasting, and build automations and AI agents to handle it.

Core ERP. End-to-end implementation of AI-native ERP.
Integrations. Integrate your entire finance tech stack around Rillet.
AI-Powered Automation. AI agents to help run your specific workflows.

Why finance teams choose Raiz.

We learn your business inside and out. That's why customers trust Raiz to pair deep accounting expertise with the latest AI solutions to solve their most complex accounting challenges.

We're Rillet's first certified reseller and implementation partner, backed by a portfolio with 10,000+ ERP implementations behind it.

We know your business.

We learn how you make money before we touch the ledger. Your revenue model, entity structure, and reporting drive the build, not a template.

We know accounting.

We’ve lived the close, the audit, and the board deck. We build systems for the way finance teams actually work, because we’ve been on your side of the table.

We know AI.

We know the difference between AI-native and AI-washed. We set up the clean data, integrations, and agents that let AI do real work in your ledger.

We tell you the truth.

About the price, the timeline, and what the software can’t do yet. You get one fixed price up front, and if something won’t work, you’ll hear it early, with a plan.

Connected finance stack

Your finance stack, simplified.

Rillet sits at the center. Around it are your CRM, billing, AP, payroll, banking, tax, and the homegrown systems nobody else wants to touch. We make them work as one.

No two businesses run the same way, so no two stacks should either. Raiz implements and integrates the right tools around Rillet based on your specific needs, so your data flows cleanly and your team stops entering it twice. And once it’s live, we manage every connection, so you’re never stuck chasing five different vendors when something breaks.

Is Rillet right for you?

Built for finance teams who need more from their ERP.

Most of our clients are software and services companies who have outgrown tools like Quickbooks, NetSuite, and Sage Intacct.

Common triggers include:

You’re raising equity or debt
You’re buying a business, or getting ready to sell
An audit is coming, or the last one was painful
Your ERP renewal price increased, but the system didn’t get any better
You’re a new finance leader who inherited a mess

Commonly asked Raiz questions.

Click to expand each question and answer.

What is Raiz?

Raiz helps growing companies close their books faster by making their finance function AI-native. We’re Rillet’s first Value-Added Reseller and Certified Implementation Partner.

Who is Raiz for?

Growth-stage CFOs, VPs of Finance, and controllers at software and services companies. Most are scaling past QuickBooks or facing a legacy ERP renewal on NetSuite, Sage Intacct, or Dynamics.

You’re a new firm - why should I trust Raiz?

We’re Rillet’s first VAR and certified implementation partner, incubated within Pine Services Group with more than 10,000 ERP implementations across our community. Every Raiz team member holds an MBA or CPA.

How does Raiz price its work?

We don’t bill hours. We charge fixed or flat fees tied to the outcomes we deliver, which puts us and our clients on the same side of the table.

Can I buy Rillet directly through Raiz?

Yes. Raiz is an authorized Rillet reseller and implementation partner, so you can purchase your Rillet license, implementation, and ongoing managed services from a single provider. Raiz quotes Rillet licensing together with implementation, giving your finance team one contract, one point of contact, and one team accountable for a successful go-live and long-term support.

What happens after go-live?

Raiz will implement Rillet for your team, including connecting the rest of your finance tech stack. Your dedicated Raiz consultant sticks by your side through your first month-end close and beyond.

“When I started, finance was just me. Raiz took us from kickoff to live on Rillet in four weeks, tied every historical number out to Intacct, and now we close the books in just a few days.”

Jamie Dawson

VP of Finance, Intellaquest

“Closing the books used to take us almost three weeks. Now it takes two or three days. Raiz has deep accounting expertise, they’re as AI-pilled as we are, and they had us live on Rillet in weeks.”

Jon Chee

CEO of Excedr

Find out if we’re the right fit.

No pressure, just an honest conversation about your finance stack, and whether Rillet is the right move. If it isn’t, we’ll tell you, and we’ll point you toward something that is.