# Financial Systems

> Select, implement, and operate financial systems (ERP, GL, subledgers, planning tools) that fit scale, controls, and reporting needs. Use when evaluating ERP changes, integrating tools, or improving the finance systems landscape.

- Skill: `itsual/financial-systems` (Agent Skill)
- Install (CLI): `npx skillmds@latest add itsual/financial-systems`
- Raw SKILL.md: https://api.skillmd.com/api/skills/itsual/financial-systems/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: itsual (https://skillmd.com/u/itsual)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/itsual/financial-systems

---


# Financial Systems

## Overview

Financial systems are the infrastructure of the finance function. Fit-for-scale tooling reduces manual work, error rates, and close time.

## When to Use

- ERP selection or replacement
- Adding planning, billing, or expense tools
- Integrating operational systems to GL
- Reducing spreadsheet risk in critical processes

## Core Practices

- Define requirements from processes and reports, not feature hype
- Prioritize chart of accounts and master data design
- Plan integrations and ownership of data flows
- Implement controls and audit trails in the system
- Train users; adoption is part of ROI

## Principles

- Process design before software selection
- Over-customization creates upgrade prisons
- Spreadsheets will persist — govern the critical ones
- Systems projects fail from change management more than tech

## Verification

- [ ] Requirements trace to real process needs
- [ ] Master data ownership is clear
- [ ] Controls and reporting work in the live design