Novexa
Book a diagnostic
Finance systems architecture, governed by a CPA

Numbers you can trust.

Modern financial reporting, built with AI, designed and governed by a CPA.

For CFOs and Controllers at mid-size companies.

Book a diagnosticSee how it works
  • 01Your data
  • 02The integrity layer
  • 03Proven reporting
Industries I have served
Government contractingPrivate equity backedFinTechSaaSProfessional services
The real problem

The close runs late. The numbers need explaining. A new system will not fix either.

These are the symptoms finance leaders describe most. They share one root cause: the rules that make your data right live in people, and nothing independent proves the result.

What you see
Reporting still runs on manual work.
What is actually happening
Data is exported from several systems and matched in Excel, by hand, every month.
What you see
The close waits on other departments.
What is actually happening
Their data arrives late or wrong, and your team corrects it by hand before anything can close.
What you see
Reconciliations push the close back.
What is actually happening
Mismatches get investigated one by one, because nothing flags them before the close starts.
What you see
Leadership keeps asking follow-up questions.
What is actually happening
The reports arrive, but nobody can show where a number came from without rebuilding the work.
None of this is solved by buying software. All of it is solved by controlling the data you already have.Find where your close breaks
On Excel

Excel is where finance thinks. It was never meant to be the system of record.

Keep Excel where it adds judgment: analysis, rulebooks, and working papers. Take it out of the job it was never built for: stitching systems together, copying logic forward, and holding the close together. That work moves into one governed model, and your team keeps working in Excel on numbers already proven.

See the services
The manual work todayWhere it goes
Exporting from several systems and matching in ExcelSources load into one model on every refresh
Copying formulas and rebuilding workbooks each monthLogic lives once. A new period is a refresh.
Correcting the same data by hand every periodEach correction becomes a rule in the Master Rulebook
Hunting for reconciliation mismatchesEvery figure is tied to the source automatically. Only exceptions need a person.
Waiting on other departments to fix their dataYour rules correct it on arrival, and exceptions go to the owner
Answering follow-up questions with new researchValidated views anyone can pull into Excel, or ask AI
What I build

Three layers. One proven source.

Built on top of your current systems and handed to your team to own. Select a layer to see what it does.

Your sources01The integrity layer02Delivery03

Where data is proven before anyone relies on it.

A governed set of rules, tests, and reconciliations between your sources and everything that reads from them. It turns what your team knows into logic a system applies every time.

Rulebook
Your business logic, written once and owned by your team.
Detection
Every refresh tests the data. Exceptions surface early.
Anchoring
Every figure ties to an independent source.
Extraction
One proven source feeds every audience.
Book a diagnosticRead: what an integrity layer is
AI, in the right order

AI should not get you to the wrong answer faster.

First

AI helps build the layer.

I use AI coding tools to write and test the logic faster: the rules, the reconciliations, the checks. Every line is designed and reviewed by a CPA before it runs.

Then

AI reads what is already proven.

Once the data is validated and anchored, your team and your AI tools can reach it in seconds. Faster answers, from numbers that were right before anyone asked.

Read more in The Brief
Meghan Garcia, CPA, founder of Novexa Solutions
Meghan Garcia, CPA

Your team gets a partner. You get numbers that hold.

I'm Meghan, a CPA who has led financial reporting and revenue inside finance teams. When you book a call, you talk to me, and I lead the work. I've lived the late closes, the exports that never quite match, and the simple question that turns into a week of research. I know where it breaks, and I start with what you already have.

About MeghanBook a diagnostic
How we work

One defined path. A deliverable at every stage.

Every engagement follows the same four stages: diagnose, build, prove, own. Each one ends with something you can review and sign off before the next begins.

01Diagnose
You receive
The Diagnostic Report
A map of your sources, owners, and handoffs
The structural break, named with evidence
A recommended design and a fixed-fee proposal
02Build
You receive
The Working Model
Your business logic loaded into a rulebook
Exception checks running on every refresh
Validated extracts at each step of the close
03Prove
You receive
The Reconciliation Report
Every anchor reconciled to your books
Exceptions reviewed and resolved with your team
Your sign-off before anything goes live
04Own
You receive
The Handoff Package
An SOP for every workflow
A Master Rulebook your team maintains
Training for the people who run it
Book a diagnosticSee the services
Reading

Read the thinking. Run the plays.

The Brief, for finance leaders

Why new systems inherit old problems

What it costs, and what to decide. Short perspectives on systems, data, and AI.

Read The Brief
The Playbook, for practitioners

How to Reconcile When There Is No Process to Follow

From chaos to control. Methods you can run this month.

Read The Playbook
Products

The method, packaged.

All products
Free

Prompt Library

Accounting prompts for the close, reconciliations, and technical memos. Reviewed by a CPA before publishing.

Browse the library
Self-assessmentFree

The Close Integrity Scorecard

A ten-minute self-assessment that shows where your close is most exposed. No data uploaded. Coming soon.

Join the list
Power BI and AI

The Rulebook

A Power BI model built around a master rulebook, so the corrections you make by hand in Excel become rules that run on every refresh.

Join the waitlist