I'm an operations leader who's deeply technical, currently CFO at Move Management Group. I also run Function Consulting, where I work with companies on financial systems, ERP integrations, and the operational problems that rarely have a clean off-the-shelf answer.
I'm Chad Aaland. For sixteen years I've owned the finance, operations, and technology of Move Management Group, where I'm the CFO. That means I've sat in the chair on the other side of the table. I know what it's like when the books don't close on time, when the ERP doesn't do what the vendor promised, and when the reporting leadership needs simply doesn't exist yet.
MMG provides pre- and post-move services to moving companies and agents of van lines. Running finance and technology there keeps me close to the operational problems I like working on: vendor management, weekly accounting cycles, multi-system integrations, payment automation.
I also design and ship software, not by hand-coding it but by directing modern AI tools to build what I specify. An autonomous accounts-payable agent. A retrieval app. A trademark-pending automation toolkit running in daily production. The value isn't pure software or pure accounting. It's the combination, applied to real operational problems, plus the ability to translate between the people who have the problem and the people who build the fix.
Function Consulting is how I bring that to other companies. I'm based in Boise, Idaho, and I take on a small number of engagements at a time, by design. If you work with me, you're working with me.
CFO
Operating role today
6
Core disciplines
ID
Based in Boise
Services
What I do best
These are the areas where my background actually qualifies me to help. Engagements are scoped plainly and handled by me directly.
01
ERP & Systems Integration
Trimble Viewpoint Spectrum, QuickBooks Enterprise (where I'm a certified ProAdvisor), and the legacy systems most companies are quietly still running on. I build the connective tissue — ODBC pulls, API integrations, custom imports/exports — that gets data flowing between the tools you already own.
Having held the role internally, I can step in as a fractional CFO or provide targeted help with reporting structure, close processes, AP/AR cycles, vendor payment automation, and the financial visibility ownership and leadership actually need to make decisions.
Helping companies evaluate and choose software, understand what they're actually buying, and build the connective tissue between systems that vendors don't include in the demo. I work with cloud infrastructure (AWS, MySQL, Laravel) and on-premises systems alike.
Payroll close cycles, AP workflows, vendor management, payment processing (Stripe, ACH/EFT, banking SFTP), reporting handoffs between departments — the day-to-day processes that quietly consume time and create errors when they're not designed deliberately. Sometimes the answer is a process change. Sometimes the answer is custom software that runs alongside QuickBooks Desktop, your operational database, or your bank's SFTP, and replaces the manual steps without replacing what already works. When custom software is the right answer, I build it — you pay for the time it takes, not a subscription.
I use modern AI development tools — Claude Code in particular — to build production software faster than traditional consulting timelines allow. The accounting, ERP, and operational knowledge stays the differentiator; AI accelerates the engineering. It's how Tallera™ went from concept to daily production use in weeks, not quarters.
Claude CodeRapid PrototypingCustom SoftwareProduction Builds
06
AI Consulting & Adoption
I'm not an AI vendor or theorist — I'm an operator who has personally used AI to build production accounting software and automate real workflows without being a traditional developer. I help other businesses do the same: identifying where AI can realistically eliminate manual work, designing AI-assisted workflows, training teams to use AI tools confidently, and managing the change so it actually sticks.
AI StrategyWorkflow IdentificationTeam TrainingChange ManagementNo-Code AI Automation
Recent Work
What I build
Custom software built to solve real accounting and operational problems — the kind that emerge when you've actually worked inside the systems.
Pre-allocated invoice. Tallera just records the lines.
Visa Import
Code bank statement transactions.
Employees
Benefit Allocation
Bulk invoice. Tallera splits it across jobs from payroll.
401(k) Submission
Generate provider contribution file.
Benefits Reconciliation
Invoice vs payroll vs JC three-way recon.
YTD Benefits Reconciliation
Per-employee YTD billed vs payroll, per-invoice variance.
Certified Payroll
Davis-Bacon cash fringe variance report.
Job Costing
GL Reclassification
Reclassify overhead to jobs.
Monthly Rentals
Upload PM rental worksheets and post to JC.
Office Supplies
Printing, postage, ink, USB & binder costs.
Monthly Mileage
Upload truck mileage worksheets and post to JC.
Superintendent JC Reports
Email weekly job cost reports to superintendents.
Estimating & Vendor Maintenance
Rate Sheet
Burdened labor rates and impact analysis.
COI Reminders
Email subs with expired or missing COIs.
COI Intake
Review vendor reply emails and rename PDFs for Spectrum.
State Reports
ID CAG Report
Idaho Tax Commission CR-1 contract report.
ID DOL Wages
Quarterly wage CSV for Idaho DOL.
OR Form 132
Oregon DOR quarterly tax report.
System
Settings
ODBC, email, provider config, audit log.
Tallera™ is a product of Function Consulting™.
Tallera™ — Spectrum ERP Accounting Automation
Tallera lives next to Trimble Spectrum ERP and handles the manual, multi-step accounting work the ERP itself doesn't streamline well: bulk benefit allocations, AP routing, Davis-Bacon certified payroll, vendor-compliance document intake, equipment rental posting, and multi-state DOL/DOR filings. It started as a one-customer build for a Boise-area construction firm and is structured for white-label deployment to other Spectrum-using GCs.
Tallera™ works because of the accounting and ERP expertise underneath it: knowing what a clean job cost transaction looks like, how a quarterly wage report needs to be formatted, where Spectrum's data lives and where it doesn't. The software is the delivery mechanism. The domain knowledge is what makes it useful.
Built end-to-end with Claude Code (Anthropic) as a development partner. A growing suite of production modules across AP, payroll, job costing, vendor compliance, and multi-state filings. Native Windows shell with read-write ODBC to Spectrum, audit logging on every ERP write, signed-manifest deploys. A vendor-document intake pipeline that reads certificates of insurance, W-9s, safety data sheets, and lien releases with PDF text extraction and OCR fallback. Running daily in production. Trademark pending.
11:04:18 — Outbound AR Sync: completed (3 records)
11:03:42 — Inbound AR Sync: completed (5 records)
11:03:08 — Vendor Updates: completed (12 records updated)
11:02:21 — Customer Updates: completed (5 records updated)
MMG Accounting Utility — Weekly AP/AR Cockpit
An accounting tool I built at Move Management Group, a company that provides pre- and post-move services to moving companies and agents of van lines. The utility runs the full weekly AP/AR cycle: MySQL-to-QuickBooks Desktop sync, paper checks and ACH/EFT through Wells Fargo SafeTrans (no Python library exists for it, custom-built), AWS SES vendor confirmation emails, and 401(k) SFTP submission.
Preview/approval modals before any money moves. Idempotent end-to-end — safe to rerun if anything fails midway. The kind of accounting plumbing most QuickBooks Desktop integrations can't do, because 64-bit Python and 32-bit COM don't talk to each other natively; we built a 32-bit QBXML bridge to solve it.
Production throughput as of May 2026: ~119 work orders advanced to paid weekly, 99 paper checks issued through automation, 41 ACH/EFT direct deposits. Weekly accounting time dropped from 4–8 hours to under one.
AP Invoice Agent — Autonomous AI Agent for Accounts Payable
An AI agent I designed and built for accounts payable. Given an invoice, it decides its own next action: extract the fields, validate the vendor, match the PO, flag discrepancies, code the GL. Then it stops at a human-approval checkpoint, because in finance a machine prepares and a person authorizes. Every decision is a visible audit trail.
It's a true agent, not a fixed pipeline. The model is given accounting tools and run in a loop, and it chooses which tool to call next based on what the last step revealed. Four sample invoices each force a different path, which is how you can tell it's deciding rather than following a script.
Hosted free, so give the demo a moment to wake (30 to 60 seconds). The public version runs in simulation mode: a walkthrough of the agent's architecture and decision trace.
AI AgentTool UseAccounts PayableHuman-in-the-LoopAudit TrailClaude Code
Construction-Accounting RAG — Grounded Q&A Over a Knowledge Base
A retrieval demo I designed and built. Ask a plain-language question and it answers from a construction-accounting knowledge base, grounding each answer in the source material it pulls in rather than guessing from general knowledge.
It's the companion to my AP Invoice Agent. RAG grounds answers in retrieved knowledge. An agent chooses and sequences its own actions in a loop. Two tools for two different problems, and they compose: an agent can call RAG as one of its tools.
Practical utilities I built for real accounting and document work, then cleaned up and released for anyone to use. Free and open-source. Use them, change them, share them.
Drop a folder of receipts, double-click, and get one tidy PDF. It pulls attachments out of Outlook .msg emails, converts phone HEIC photos to JPG, and merges everything into a single file. Built for monthly expense-receipt cleanup.
Pulls every table out of a PDF into clean CSV files, with a preview before you save. Handles ruled and unruled tables, stitches tables that span multiple pages, and OCRs scanned PDFs automatically.
Converts a PDF into clean, LLM-ready Markdown with the right column order, headings, and tables. Far better than plain copy-paste when you're feeding a document to an AI tool. OCRs scanned PDFs automatically.
Turns a scanned PDF or image into a searchable PDF, adding an invisible text layer so the text can be selected, copied, and read by other tools. Writes a plain-text copy alongside it too.
A small web app for working through a backlog of W-9 forms. It reads each PDF, matches it to a vendor in your accounting system, gives you a side-by-side review screen, and exports a CSV for bulk import. Built for a one-time backfill of about 700 W-9s.
Free and open-source under AGPL-3.0. Use them for anything, including in a business. The only ask: if you improve them, keep the improvements open.
Contact
Get in touch
Use the form and I'll get back to you directly. I work with companies in any industry — if the problem is in my wheelhouse, I'll say so. If it's not, I'll tell you that too.
