Who We Serve

For the CFO and
Finance Director.

The CFO’s mandate has expanded beyond financial control. Today it encompasses AI strategy, operational transformation, and the technology decisions that determine whether finance can support the pace of business. We work at that intersection.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

What Matters to You

The CFO Agenda in 2026

Finance leaders are navigating a set of pressures that did not coexist five years ago. Understanding which is most acute in your organisation shapes the right starting point.

AI strategy and governance

The board expects an AI roadmap. Finance is the highest-risk function for ungoverned AI — the cost of a control failure is reputational and financial. A credible AI strategy requires sequencing, governance, and a partner with implementation depth, not just vendor messaging.

Close cycle and reporting speed

A 10-day close is not a process problem — it is a system problem. Modern finance infrastructure, properly implemented, routinely achieves 3–5 day close cycles with real-time board visibility. The gap between where you are and where you could be is quantifiable.

Scalable infrastructure

Growth targets require finance infrastructure that can add entities, markets, and complexity without adding headcount in proportion. The right ERP decision, made now, determines whether your finance function enables or constrains the business over the next five years.

Sage Intacct

The finance platform built for your agenda.

Real-time multi-entity consolidation, dimensional reporting across every business unit, and an API-open architecture that connects your complete technology stack. Finance intelligence at the speed the business requires.
Our Commitment to CFOs

How we work with finance leaders.

We are not a software reseller that hands you a licence and a project manager. We work as a transformation partner — challenging assumptions, quantifying trade-offs, and maintaining accountability for outcomes through the full engagement lifecycle.

That means we will tell you if your current system can be extended rather than replaced. We will challenge a project scope that is larger than the problem warrants. And we will be direct about the conditions that need to be in place before AI investment will deliver return.

AI Readiness Assessment

AI Readiness Assessment

A 13-question diagnostic that places your finance function on the maturity ladder, identifies the specific gaps, and recommends a sequenced path forward. No sales call required — available online.

CFO Briefing Session

CFO Briefing Session

A focused session with a Mysoft director, not a sales executive, to review your current position, challenge your assumptions, and explore what a credible transformation path looks like for your specific context.

Governance Framework Review

Governance Framework Review

A structured assessment of your current AI governance posture against the Mysoft Agentic Finance Governance Framework — identifying gaps before they become audit findings.

Platform Demonstrations

Platform Demonstrations

Scenario-based demonstrations of Sage Intacct or Sage X3 built around your specific use cases: close cycle, multi-entity consolidation, AI co-pilot, or document automation. No generic demo scripts.

The CFO who can close the books in three days and model the next scenario in three minutes has a structural advantage. We build that infrastructure.

Relevant Resources

Built for finance leaders.

The AI-Ready Finance Guide

The AI-Ready Finance Guide

A structured guide for CFOs navigating the transition from traditional ERP to AI-augmented finance operations. Covers platform selection, governance, sequencing, and ROI measurement.
ERP Selection Framework

ERP Selection Framework

A decision framework for mid-market finance leaders evaluating ERP options — covering criteria, process, vendor assessment, and risk factors. Vendor-agnostic until the final stage.
Customer Transformation Stories

Customer Transformation Stories

How mid-market finance leaders have used Sage Intacct, Sage X3, and X3CloudDocs to transform their finance functions — with measurable outcomes, not testimonial quotes.

Sage Platinum

Partner status — UK & North America
 

No.1

Rated X3CloudDocs on the Sage Marketplace

UK & NA

International support capability

4-layer

Agentic Finance Governance Framework
AI Readiness Assessment

Is your finance infrastructure ready for the next stage of growth?

Find out where your back office is holding the business back — and what a realistic path to resolution looks like. Our assessment benchmarks your current position against mid-market peers and identifies the highest-priority gaps.

AI Readiness Assessment
Maturity Score
5 domains · 13 questions
Score
0 / 39
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ERP & Data Foundation
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Process Maturity
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AI & Tech Readiness
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Governance & Controls
—
Organisational Readiness
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Your Challenges

Growth Bottleneck

When your back office can't keep pace

AI Mandate

Board has asked for a credible AI strategy

Scale Ambition

Infrastructure for 2X, 3X+ growth

Compliance Event

Acquisition, audit, or regulatory change

Who we serve

CFO & Finance Director

AI strategy, close cycle, scalable infrastructure

COO & Operations Director

Integrated operational ERP and supply chain

CTO & IT Director

Architecture, integration, security, and TCO

CEO & Board

Investment case, governance, strategic finance

AI Transformation Stages

The Journey - Overview

How we take you from stage 1 to stage 4

Stage 1 — Operational Foundation

Building the platform your business deserves

Stage 2 — Intelligent Automation

Remove the manual transactional layer

Stage 3 — AI Augmented Finance

Intelligence at the speed of the business

Stage 4 — Agentic Finance Governance

Finance at scale without headcount growth

Frameworks & Tools

Agentic Finance Governence

Board-defensible AI governance

Finance Operations Review

Structured discovery process

ISV Partner Ecosystem

Netstock, Nectari, Avalara and more

Platforms

Compare Platforms

Sage Intacct vs Sage X3, find your fit

Sage Intacct

AI-enabled, cloud-native finance solution

Sage X3

AI-driven, scalable, comprehensive ERP

X3CloudDocs

AI document and workflow automation

Full Ecosystem

Netstock, Nectari, Avalara and more

Release Hub

Information on each release of our platforms

Services

Sage X3 Implementation

Structured delivery for successful implementation

Support Services

Expert support that keeps you moving

Localisation & Legislation

Local compliance for global operations

Upgrade to Sage X3 or Intacct

Looking to upgrade your ERP or FMS to Sage?

Sectors

Manufacturing & Distribution

Solutions for complex operations

Food & Beverage

FEFO, traceability, compliance, and scalability

Chemical & Pharmaceutical

Formula management, regulatory and quality control

Professional Services

Project accounting, revenue recognition

SaaS & Subscription Business

Subscription billing, revenue recognition

Financial Services

Multi-entity, regulated environments

Charities & Not-for-Profit

Fund accounting, SORP compliance

Content

Content Hub

Selection of blogs and content

Video Hub

Selection of Mysoft & Sage videos

Events & Webinars

Events, roundtables & webinars

Whitepapers & Guides

In-depth PDF DLCs

Demo Hub

On-demand demos

Bootcamps & Insights

AI Bootcamp

AI in plain English for finance

ERP Bootcamp

ERP selection and implementation

FMS Bootcamp

Financial management systems

Cloud Migration Bootcamp

Moving your ERP to the cloud

Strategic Insights

Agentic AI. Reality versus hype

In Focus & Resources

SaaS & Technology Finance

In-focus, ARR, revenue recognition

Master Data Management

In focus, the AI data foundation

AI ready finance guide

Free download asset

ERP Selection Framework

Six stage evaluation process

CFO Strategy

Finance as a growth enabler

Operational Transformation

AI in AP, AR and beyond

Who we are

Our Story

Over 20 years, first Sage X3 partner

Meet the Team

50+ in-house Sage experts

Careers

Join Mysoft

Refer an Organisation to Mysoft

Know any company that might benefit from our services?

Contact us

Start a conversation with our team

Credentials

Sage Tech Partner & Platinum Club

Only UK Tech & Business partner with the highest partner tier badge

Community & Giving Back

Supporting local initiatives