Graphite Technology Stack & ERP Guidance

Overview

Graphite works across a broad ecosystem of financial and operational technology to support clients through accounting, finance, tax, payroll, and related business functions.

Our technology approach combines established accounting systems with modern automation, reconciliation, reporting, and AI-enabled tools to improve accuracy, accelerate financial processes, and deliver greater visibility into financial performance.

This guide documents:

• The technology platforms Graphite works with and their primary functions
• Our recommendations for accounting and ERP systems
• Current platform support, experience, and limitations
• Technology Graphite deploys as part of its services
• Guidance for Sales and client-facing teams during qualification, scoping, and ongoing engagements

Graphite's Technology Ecosystem

Graphite works with a range of platforms across six primary categories. Some are systems clients already use, while others are technologies Graphite deploys as part of its service delivery.

Banking, Bill Pay & Spend Management

Platforms: Ramp, Brex, BILL, Mercury

These systems support banking, corporate card programs, accounts payable, reimbursements, and spend management.

Ramp is the most common spend management platform across Graphite's client base. Integrating transaction activity into the accounting system helps streamline reconciliation and the monthly close.

Accounting & Financial Operations

Platforms: Shopify, Stripe, Blue Onion, Tabs

These platforms support ecommerce operations, billing, payment processing, and revenue reconciliation.

Graphite frequently works with Stripe and Shopify data. Blue Onion provides additional reconciliation capabilities for ecommerce businesses, matching sales and marketplace payouts against underlying orders, fees, and refunds.

ERP, Finance & Reporting

Platforms: QuickBooks Online, Rillet, Oracle NetSuite, Intuit Enterprise Suite, Campfire, Aleph

These platforms serve different financial management needs, ranging from general ledger accounting to advanced ERP functionality and FP&A.

QuickBooks Online is our preferred accounting platform for many smaller and less complex businesses. As companies grow, increasing entity, currency, revenue recognition, or reporting complexity may warrant a more sophisticated ERP.

Detailed recommendations and support policies are outlined below.

Payroll, Benefits & HR

Platforms: Gusto, Justworks, Rippling, Paylocity, Meridio, Deel

Graphite works with payroll and HR platforms that support employee payments, benefits, workforce administration, and related operations.

Gusto and Justworks are common among earlier-stage companies. Rippling is frequently relevant as headcount, geographic locations, and operational requirements expand.

Tax, Insurance & Legal

Platforms and providers: Scriba, Withum, Carta, Taxwire, Deloitte, Orrick

These technology providers and professional firms are part of the broader ecosystem Graphite coordinates with for tax, compliance, equity, insurance, and legal-related requirements.

Requirements typically become more complex as businesses establish additional entities, expand into new jurisdictions, or undergo significant organizational changes.

Collaboration & Productivity

Platforms: Slack, Google Workspace, Karbon, Claude

Graphite uses collaboration and productivity technology to support client communication, document sharing, workflow management, and internal operations.

• Slack: Shared channels for client communication and collaboration.
• Google Workspace: Document sharing and collaboration.
• Karbon: Internal work management and task tracking.
• Claude: AI-assisted productivity.

Accounting & ERP Platform Recommendations

Graphite has evaluated a range of traditional and AI-native accounting platforms. Our recommendations reflect platform capabilities, practical client fit, existing integrations, and the team's ability to support each environment.

QuickBooks Online (QBO)

Current positioning: Preferred for most lower-complexity clients.

For companies with relatively straightforward financial operations, Graphite generally recommends QuickBooks Online.

Typical characteristics include:

• Single or relatively simple entity structures
• Single-currency operations
• Annual revenue below approximately $10 million
• Standard accounting and reporting requirements

Graphite has invested heavily in a technology infrastructure built around QBO's API.

QBO serves as the general ledger, with modern AI-native tools supporting:

• Accounting quality control
• Automation of accounting workflows
• Faster monthly closes
• Financial reconciliations
• Interactive reporting
• Forecasting and deeper financial insights

This combination extends the capabilities of QBO and supports the financial requirements of many growing companies.

Rillet

Current positioning: Strong contender for growing SaaS businesses with more complex accounting requirements.

Rillet is an AI-native ERP platform designed for scaling companies.

It is particularly relevant for companies experiencing:

• Multi-entity accounting requirements
• Multiple currencies
• More sophisticated revenue recognition
• Complex financial reporting
• SaaS-specific financial metrics and workflows

Graphite's experience and partnership:

• Small but growing roster of Rillet clients, with positive early results
• Dedicated Rillet representative supporting shared clients
• Preferred pricing available to Graphite clients
• Contracts established directly between the client and Rillet
• Experienced team members available, subject to staffing confirmation

Rillet is a leading option for SaaS companies evaluating an ERP transition.

Oracle NetSuite

Current positioning: Established ERP option for larger, more operationally complex businesses.

Graphite continues to support NetSuite, particularly for organizations with substantial inventory and operational accounting requirements.

Common fits include:

• Larger ecommerce and CPG businesses
• Manufacturing organizations
• Companies with more advanced ERP requirements

Graphite's experience and partnership:

• A subset of the team has NetSuite experience
• Appropriate staffing must be confirmed before signing
• Preferred pricing is available through Graphite's NetSuite relationship

Intuit Enterprise Suite (IES)

Current positioning: Emerging ERP option for businesses seeking expanded functionality within the Intuit ecosystem.

IES is designed for businesses requiring more advanced functionality than traditional QBO provides.

Intuit positions the product around a relatively straightforward migration from QBO and a familiar user interface.

Graphite's experience and partnership:

• Small existing client base on IES
• Graphite can support clients using the platform
• Experience and product maturity are still developing
• Preferred pricing available through Graphite referrals
• Contracts established directly with Intuit

Campfire

Current positioning: Emerging AI-native ERP option requiring additional evaluation.

Campfire offers modern accounting functionality across:

• Close management
• Financial reconciliations
• Revenue automation
• Financial reporting
• Multi-entity and multi-currency accounting

Graphite's current experience:

• Familiarity with the platform and its capabilities
• No current clients using Campfire
• Limited hands-on delivery experience
• Implementation requirements, integration coverage, reporting flexibility, and internal support capabilities require evaluation

Prospective clients considering Campfire should understand Graphite's current level of experience before committing to an engagement.

Industry-Specific Accounting Recommendations

The following reflects Graphite's current internal guidance.

Industry / Client Profile	Preferred Approach
SaaS / Technology — lower complexity, under $10M revenue	QBO with Ramp Stack and Accruer
SaaS / Technology — higher complexity, outgrowing QBO	Evaluate Rillet or NetSuite
Ecommerce / CPG — typical accounting requirements	QBO with Blue Onion and an inventory management system (IMS)
Ecommerce / CPG — larger, more complex operations	Evaluate NetSuite

These guidelines provide a starting point. Final recommendations should reflect the client's specific financial and operational requirements.

Other Accounting Platform Support Policies

Graphite's experience and technology infrastructure inform which platforms we can support.

Platform	Current Policy
Xero	Clients using Xero are transitioned to QBO during onboarding.
Digits	Currently unsupported. Graphite has evaluated the platform.
Puzzle	Currently unsupported. Graphite has evaluated the platform.
Finaloop	Currently unsupported. For ecommerce businesses, Graphite typically recommends QBO or NetSuite supported by Blue Onion.

Graphite continues to evaluate emerging accounting technologies as the market develops.

Important: Clients make the final decision on their accounting systems. Our responsibility is to explain our recommendations, experience, support capabilities, and any associated delivery considerations.

Technology Graphite Adds to the Stack

In addition to supporting clients' existing systems, Graphite deploys technology across its client base to improve reporting, reconciliation, accounting operations, and access to financial information.

Availability and inclusion depend on client industry, service requirements, and Graphite service tier.

Reporting & Reconciliation

Technology	Primary Function	Capabilities
Aleph	FP&A and reporting	Connects accounting, billing, CRM, and HR data into financial models and dashboards. Supports forecasting, budget vs. actuals, reporting, and MCP.
Blue Onion	Order-to-cash reconciliation	Reconciles Shopify, Stripe, and marketplace transactions, matching payouts to orders, fees, and refunds. Particularly relevant for ecommerce clients.

AI & Accounting Automation

Technology	Primary Function	Capabilities	Status
Ramp Stack	AI accounting workflows	Supports accounting automation, faster closes, process accuracy, and evergreen SOPs.	Deployed across Graphite's client base
Full Financial MCP	Governed AI access to financial systems	Connects AI assistants to information across the general ledger, bank, spend, billing, CRM, and payroll systems.	Beta
Graphite Slack Bot	Financial answers in Slack	Allows clients to ask about cash, spend, variances, and reporting using live financial data, with the Graphite team involved.	Beta

Internal guidance: Confirm availability, inclusion, and readiness before presenting specific capabilities in proposals or making commitments to clients. Beta products should be clearly identified as such.

Sales & Client-Facing Guidance

Understanding a Prospect's Existing Stack

Technology should be explored during qualification and scoping to understand the client's current environment and identify potential operational challenges.

Key questions include:

• What accounting or ERP platform are they currently using?
• How many entities and currencies are involved?
• What systems handle banking, spend management, billing, AP, and AR?
• Are they using Shopify, Stripe, or other ecommerce and payment platforms?
• What payroll and HR systems are in place?
• Are they experiencing reconciliation, revenue recognition, or reporting challenges?
• Is their current accounting system meeting their needs as the company grows?
• Are they considering a technology migration or evaluating a new ERP?
• What integrations, reporting capabilities, or financial automation are important to them?

These details help the team evaluate scope, identify relevant technology, and determine whether specialized platform expertise is required.

Discussing Graphite's Technology Capabilities

When explaining our approach:

1. Lead with the client's existing environment. Understand their current systems, challenges, and requirements.
2. Recommend platforms based on fit. Use the accounting and ERP guidance above as the starting point.
3. Explain Graphite's technology infrastructure. Highlight relevant automation, reconciliation, and reporting capabilities.
4. Confirm support and staffing. Specialized platforms such as Rillet and NetSuite require appropriate team availability.
5. Validate tool inclusion. Confirm which technologies are available within the proposed services.
6. Set expectations for emerging technology. Clearly communicate beta status or limited delivery experience where applicable.

Common ERP Questions

What ERP does Graphite generally recommend?

QBO is our preferred solution for many lower-complexity businesses, supported by Graphite's modern accounting technology stack. More complex environments may warrant an evaluation of Rillet, NetSuite, or another ERP.

Does Graphite support clients who already use Rillet or NetSuite?

Yes. Both platforms are supported by team members with relevant experience. Staffing availability must be confirmed before an engagement is finalized.

Can a client receive preferred ERP pricing through Graphite?

Graphite has preferred pricing arrangements with Rillet, NetSuite, and Intuit Enterprise Suite. Specific terms should be confirmed with the appropriate internal contact and platform provider.

What if a prospect uses an unsupported platform?

Identify the system during qualification and discuss the client's willingness to migrate. Escalate questions regarding exceptions, technical feasibility, or alternative approaches to the appropriate internal team before making commitments.

How should we discuss AI capabilities?

Focus on the capabilities available within Graphite's current technology stack, including AI-enabled accounting workflows, reconciliation, and reporting. Full Financial MCP and Graphite Slack Bot should be presented with their current beta designation.

Internal Reference Materials

This article consolidates guidance from:

• Graphite Tech Stack (2026): Technology ecosystem, client platforms, Graphite-deployed tools, and AI capabilities.
• ERP / Technology Positioning and FAQ: Current ERP recommendations, platform support policies, partnerships, and internal industry guidance.
• Accounting System Considerations: QuickBooks Online, Rillet, and Campfire: Comparative platform positioning, strengths, considerations, and common use cases.

Platform recommendations, support availability, and technology inclusion should be revisited as Graphite's capabilities and partnerships evolve.