Who We Serve

For the
CEO and Board.

Finance transformation is a board-level decision. The investment case is clear. The risk of delay is real. We provide the evidence, the framework, and the execution capability to move from intention to outcome.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

The Board Agenda

Why finance transformation is a strategic priority

AI competitive advantage is time-limited

Organisations that establish AI-ready finance infrastructure now will have a compounding advantage over the next three to five years. Those that wait will face a steeper implementation challenge and a wider capability gap. The window to establish category leadership is open — it will not remain so indefinitely.

The cost of inaction is quantifiable

A finance team spending 40–60% of its capacity on manual processing, a 10-day close cycle, and spreadsheet-based consolidation represent a calculable drag on business performance. The ROI on modern ERP, properly implemented, typically justifies investment within 18–24 months.

Governance is a board-level risk

AI in finance without governance is an audit and reputational risk. Boards that approve AI investment without a corresponding governance framework are exposed. Mysoft’s Governance Framework closes that gap — defining the controls that make AI finance investment defensible.

Strategy execution requires real-time finance

Boards making capital allocation decisions on month-old data are at a structural disadvantage. Real-time financial visibility — achievable at Stage 2 and above on the Mysoft maturity ladder — transforms the quality and speed of strategic decision-making.
Board-Level Visibility

Real-time reporting your board can trust.

From consolidated group accounts to KPI dashboards built on live data — give your board the financial intelligence to govern with confidence and make decisions at the pace the business requires.

Sage Solution Selector
Find Your Fit
6 questions · 2 minutes
Recommended
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Manufacturing & distribution
Complex inventory & supply chain
Services, SaaS or project-based
Multi-entity or multi-currency
Sage X3
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Sage Intacct
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The Investment Case

What the board needs to see.

A credible finance transformation business case presents three things: the cost of the current state, the value of the future state, and the risk-adjusted path between them. We help finance leaders build that case — not with generic benchmarks, but by modelling the numbers for your specific organisation.

Cost of inaction model

We quantify the current-state cost across five dimensions: finance team capacity consumed by manual processing, close cycle delay cost, reporting latency impact on decision quality, audit and compliance overhead, and technology debt maintenance cost.

Transformation ROI model

We model the return on a phased transformation programme — typically 18–36 months from Stage 1 to Stage 3 — including implementation cost, productivity gains, headcount efficiency, and the value of strategic finance capacity released by automation.

The business that outperforms its sector in the next five years will be the one that built AI-ready infrastructure before it needed it.

Our Credentials

Why the board should be confident in Mysoft.

Sage Platinum Partner

The highest tier in the Sage partner ecosystem — awarded on implementation quality, customer retention, and technical capability. Not a marketing badge; a structured quality assessment by Sage.

 

Proprietary IP

X3CloudDocs — the top-rated product on the Sage X3 Marketplace — is Mysoft-owned intellectual property. It represents a depth of Sage X3 expertise that no other UK partner has replicated.

 

UK and North America

International support capability means we can support organisations with operations on both sides of the Atlantic — relevant for PE-backed businesses with portfolio companies in multiple jurisdictions.

 
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
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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