Financial systems & workflow automation
Process reviews, workflow documentation and scoped automation planning for finance, reporting and administration.
Read moreFinancial Systems & Workflow Automation
Clearer financial workflows. Stronger day-to-day systems.
We help tribes, tribal entities and small businesses organize financial processes, plan useful automation and train staff to manage the work.
Schedule a conversation No cost for a first conversation. No obligation after it.
Too much work depends on manual steps.
Financial records can be spread across spreadsheets, email and separate systems. Staff spend time finding information, entering it again and checking that it matches.
We start by mapping how the work moves, who reviews it and where information needs to go. Clear documentation and approval steps come before changes to the tools.
Together, we identify a manageable improvement in finance, reporting or administration, with a scope that fits your people, systems and resources.
How we work
Four steps, in this order, every time.
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Listen
We start by hearing where the work breaks down. No proposal until we understand how your offices actually run.
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Plan
We define practical improvements, including scoped automation where it fits your workflow and can be supported.
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Train
We train your staff on everything we deliver, so the knowledge stays in the community after we are gone.
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Refine
We review how the process is working and identify useful adjustments as your needs change.
For tribes, tribal entities & small businesses
Workflow Automation & Staff Training
Practical workflow support that starts with your processes, your people and the rules that govern your information.
Start with the work
Workflow & Technology Review
Understand your current process, compare options and plan a manageable first project.
Make sources usable
Knowledge and document organization
Organize approved procedures and reference materials so staff can find dependable information and check their work.
Build staff confidence
Staff training
Learn practical uses, data-handling precautions and ways to check results before acting on them.
Who we are
BurningSageTech is Native-owned and woman-owned, founded by Joni Theobald, an enrolled tribal member with a background in tribal enterprise development, federal Indian law, grant development, and workforce training.
Tribal nations are sovereign governments. We work with your nation on that footing, government to government, and we listen before we propose.
Your data belongs to your nation
We do not use one nation's data to build products for anyone else. Access is limited to the people doing your nation's work. At the end of an engagement your data is returned or deleted, whichever your nation chooses, and we confirm in writing when it is done.
If your nation has its own data policy, send it. We will work under it.
Start with a conversation
Tell us what is not working. You do not need a defined project or a budget to begin.
Schedule a conversation
Pricing is set in writing after we understand the work.