About APX

Modernizing how businesses run finance and HR.

Our vision: Re-humanize the back office.

We believe the back office lost sight of its purpose — buried in manual work that has nothing to do with people or strategy. Our vision is to re-humanize it: strip out the low-value administrative drag so HR can prioritize the people who actually make a business succeed, and finance can prioritize the decisions that drive outcomes, not just the transactions that record them.

One engagement. One data core.

Systems, data security, business intelligence, and dedicated staff sit on a unified data core.

Operating Model

Systems

Workday and Sage, run on a foundation tenant and scoped with the client.

Data security

One security model and one audit trail across money, people, and reporting.

Business intelligence

Dashboards and metrics in place of a report assembled by hand.

Dedicated staff

Practitioners who run finance and HR after the install is over.

5 days

The close the model is built to move toward

From a 12–15 day month-end, as a design target. The timeline is set in scoping.

How We Work

Our Story

The firm was incorporated in 2024 by Jeffrey Allen, Ph.D., a former CFO. The idea is straightforward. Finance and HR in growing companies are often late, manual, and held together by a few people. The fix is not another tool on its own. It is a platform those people can run, or a team that runs it with them.

Meet the Team
Jeff AllenNic DionMindy ShaverChris SmithDave MeirschSarah Bloom

A multi-platform partner.

Workday is the system for middle-market companies that need that scale. Sage HCM, formerly Criterion, is the HR platform for companies that have outgrown a patchwork of accounting software, a PEO, and spreadsheets, and do not need Workday. Sage Intacct is the financials option when the company is not on Workday Financials.

Our Partners
WorkdaySage

Great work starts with great people.

We hire practitioners who can sit with a CFO or CHRO, for judgment and functional depth.

Open Roles

Begin your story with APX

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