NJ, USA  ·  Serving clients across the World

Build AI that can do the work.
With trust built in.

We design agentic systems, reusable AI skills, approval gates, and compliance controls—then connect them to the technology and financial operations your business already depends on.

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26+ Years Enterprise Tech Experience
24+ Years Finance Experience
15+ SSO Integrations Delivered
$80M+ Revenue Platforms Supported
Our Mission

We handle the systems and numbers.
You lead the business.

Technology and finance are the backbone of every business. We make both work better together, so your team can spend less time fixing problems and more time serving customers and growing the business.

01

Your systems do not work together

We connect them so information moves reliably and your team stops relying on manual workarounds.

02

You cannot trust the numbers in time

We improve reporting, forecasting, and controls so you can make decisions with confidence.

03

Your team is stuck fixing avoidable problems

We remove the friction so your people can get back to customers, growth, and the work that matters.

Our Principals

One partner for technology and finance.

Raaj fixes how your systems connect. Preeti makes your financial picture clear. Together, they solve problems that technology-only or finance-only advisors can miss.

Raaj Sharma
Technology Principal · Enterprise Integration & Transformation
Raaj Sharma
26 years · Enterprise Integration Architect

Raaj connects complex business systems, modernizes aging technology, and helps teams avoid expensive architecture mistakes. He has led enterprise platforms, global engineering teams, and large technology budgets.

Salesforce MuleSoft Sitecore XMC SAML 2.0 Azure Machine Learning Cybersecurity
Preeti Sharma
Finance Principal · Financial Strategy & Systems
Preeti Sharma
24 years · Corporate & Non-Profit Finance

Preeti helps leaders see where the money is going, what is changing, and what to do next. She improves forecasting, cash visibility, reporting, finance operations, and the systems behind them.

CFO Advisory M&A / Fundraising Cash Flow ERP Migration FP&A
What We Do

From AI idea to governed operation.

We combine hands-on AI agency work with the architecture, controls, and operational knowledge required to use it safely.

01
Agentic Systems
AI should complete useful work—not stop at a chat window.

We design and build agents that plan, use tools, coordinate specialized tasks, and work across your approved business systems.

Agent Design
Multi-Agent Workflows
Tool Integration
Evaluation & Monitoring
02
Skills & Automation
Turn your best processes into reusable AI capabilities.

We package domain knowledge, instructions, tools, and tests into dependable skills your team and agents can reuse.

Custom AI Skills
Workflow Automation
Knowledge Retrieval
Quality Evaluations
03
Gating & Human Oversight
Autonomy should expand only when the evidence supports it.

We place explicit approval gates around sensitive actions, spending, data access, and external communication.

Human Approval Gates
Role-Based Access
Budget & Action Limits
Safe Failure Paths
04
Compliance & Governance
Responsible AI needs proof, not promises.

We establish policy, traceability, risk controls, and audit-ready evidence across the AI lifecycle.

AI Governance
Risk Classification
Audit Trails
Compliance Readiness
Start Here

Not sure where to begin?
Start with an assessment.

A fixed-fee assessment shows what is wrong, what it is costing you, and what to fix first.

New Offering
AI Readiness Assessment

Before you invest in AI tools, know exactly where AI creates real ROI — and where it won't. We assess your current integration architecture, data flows, and operational maturity to produce a prioritized AI implementation roadmap. No vendor recommendations. No hype. Just an honest picture of what AI can do for your organization right now.

  • Integration prerequisites — what needs to connect before AI can operate
  • AI opportunity map — specific use cases ranked by ROI and implementation complexity
  • Data quality assessment — what your AI will actually be trained on and why it matters
  • Quick-win identification — automations you can deploy in 30–60 days
  • Governance framework outline — policies and audit trails required for responsible deployment
  • Prioritized roadmap — what to build first and why
Fixed fee · No ongoing commitment
Priced based on organization size and scope.
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A low-risk way to understand your AI opportunity before committing to implementation. Most clients continue into the Business Systems Assessment or a targeted integration engagement after this.

⭐ Flagship Engagement
Business Systems Assessment

We review your technology, finance, and day-to-day processes. You receive a short, prioritized plan showing what is wrong, what it is costing, and what to fix first.

  • Duplicate systems analysis — what you're running twice and what it's costing
  • Shadow IT assessment — systems your team is using that leadership doesn't know about
  • AI opportunity identification — where AI creates real ROI vs. where it's noise
  • Finance process review — gaps, manual work, and reconciliation bottlenecks
  • Reporting gap analysis — what leadership can't see and why
  • Executive roadmap — prioritized, actionable, ready to present to your board
Fixed fee · No ongoing commitment
Priced based on organization size and scope.
Book a Strategy Call →

A low-risk way to engage. Most clients continue into ongoing Technology + Finance Alignment engagements after the assessment — but that decision is entirely yours.

Proof Points

What we've delivered.

Selected outcomes from complex enterprise environments. Client names are omitted where confidentiality applies.

Platform Strategy

Avoided a costly re-architecture

Situation: A hard platform limit threatened a complete community-login rebuild.

Work: Led the technical case and a sustained vendor negotiation.

Outcome: The limit was raised, preventing a multi-million-dollar infrastructure overhaul.

Member Experience

Turned fulfilment into a near-real-time flow

Situation: Members waited one to two weeks for manually issued entitlements.

Work: Designed a voucherless architecture connecting purchase, identity, fulfilment, and finance.

Outcome: Access began provisioning automatically with no routine staff intervention.

Commercial Operations

Lowered cost while improving protection

Situation: A major vendor renewal carried capacity and go-live support risk.

Work: Reframed requirements around business continuity, capacity, and service levels.

Outcome: Reduced contract cost by 40% while securing higher capacity and extended hypercare.

Ideal Clients

Is eXpand a good fit for you?

We help organizations that have outgrown their current systems, reporting, or internal leadership capacity.

01
Certification Bodies

Organizations running complex member, exam, learning, commerce, and finance ecosystems that need proven integration expertise and clearer operating information.

02
Professional Associations

Member-driven organizations modernizing their technology stack—from legacy platforms to unified SaaS architectures with connected data flows.

03
Growth-Stage Companies

Companies scaling past $10M that need senior technology and finance leadership without the overhead of two full-time executives.

Products by eXpand Systems

We do not only advise.
We build and operate.

Our products turn deeply human problems into dependable, thoughtfully engineered experiences.

Available worldwide
Narratrace

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What is pulling you away from your business?

Tell us what is not working. In 30 minutes, we will help you identify the real problem and a practical next step. No sales pitch.

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