Finance Transformation

Finance Integration

Two finance organizations, one operating model, one sequenced plan.

OFFERING OVERVIEW

When a target joins a parent company, we rationalize both organizations' processes into a single future-state operating model, build the roadmap to get there, and migrate the target onto the parent's systems. Our team accelerates the data mapping and reconciliation work behind the systems migration with AI workflows, so integration moves faster and more efficiently, with one integrated design and one sequenced plan, so nothing is left for the two finance teams to reconcile on their own.

Included capabilities

Current State Process Documentation

Your finance processes documented step by step, so nothing depends on memory.

Documents current-state finance and accounting processes in structured SOP format, capturing workflows, system touchpoints, and current owners as the baseline for process redesign, automation, or integration planning.

Integrated Finance Design

One future-state operating model both finance teams actually commit to.

Rationalizes the parent and target current-state assessments into a single integrated future-state operating model, inclusive of ownership and responsibilities mapping, with a facilitated decision session involving leadership from both organizations.

Integration Roadmap Development

A sequenced integration roadmap built around your reporting calendar, not ours.

Builds a phased, prioritized integration roadmap sequencing workstreams by complexity, dependency, and urgency, aligned to the client's operational and reporting calendar.

Systems Migration

Your systems migrated onto the new platform without losing a beat.

Migrates a company from its existing finance systems onto a parent company’s platform or a newly selected platform, using the relevant data migration and remediation capabilities.

Any Capability Under Data Migration and Remediation

Every Data Migration and Remediation capability, available inside your integration scope.

All Data Migration and Remediation capabilities are applicable within a Finance Integration engagement, scoped and priced as part of the overall integration SOW rather than duplicated here.

Vendor Documentation Collection

Vendor records collected and standardized before they become someone else's fire drill.

Collects, organizes, and standardizes vendor documentation (W-9s, vendor master data, contracts, compliance records) to support AP platform transitions and vendor onboarding.

“a call out text that is general or fits this capability”

Other Offerings within

Finance Transformation

Data Migration and Remediation

After a transaction, the target's books need to move onto the parent's systems and reflect GAAP from day one. Our team uses AI workflows to accelerate the transaction categorization and reconciliation work behind restructuring the chart of accounts, standing up the new ERP or accounting platform, correcting historical transactions against GAAP, and converting cash-basis books to accrual where needed, so the TS-prepared opening balance sheet loads faster and the go-forward books reconcile to the databook the deal was underwritten on.

Learn more

Finance Fast Start

Finance Fast Start takes a newly acquired company from a clean opening balance sheet to a repeatable, board-ready close. Our team builds the reconciliation and reporting mechanics on AI-enabled workflows, while our senior professionals train the existing accounting team on accrual methodology and build the standardized reconciliations that make the close audit-ready, so the company is reporting on schedule from the first months of ownership.

Learn more

Financial Operations and Reporting Assessment (FORA)

A full diagnostic of a company's accounting operations, GAAP compliance, FP&A reporting, and finance team and systems, delivered as one assessment or as individual modules. Our team speeds the diagnostic work in each area with AI-assisted analysis, so senior professionals spend the engagement identifying the gap between current state and what a PE-backed company needs to report to institutional standards, with recommendations the client can act on immediately or roll into a larger transformation engagement.

Learn more

FinOps AI Automation

We document how a client's finance processes actually run today, then design and build the automation that gets the highest-volume, most repeatable work off the team's plate. We build AI-enabled automation into the workflow itself, invoice processing, expense coding, reconciliation, so the function runs faster and more cost-effectively than a team relying on manual work, and we train the client's team on the new process so the gains hold after we leave.

Learn more

Surge Support

Experienced finance professionals step into a client's function for as long as a specific peak lasts: a diligence cycle, an audit, a system cutover. Our professionals run the routine data work through AI workflows, so they are productive from week one instead of ramping up on manual process, and the engagement scales back down once the peak passes, with no long-term hire required.

Learn more

Operational Due Diligence

A clear picture of what it will take to run the target's finance function after close, delivered before the deal closes. Our team speeds the assessment of accounting operations, FP&A reporting, the finance team and org, and the systems stack with AI-assisted analysis, so our senior professionals can also size the synergies available from combining the target with the parent quickly enough to inform the investment thesis before the deal closes, not after.

Learn more

Audit Readiness

Gets a company's books into the shape an auditor expects: a clean chart of accounts, historical transactions remediated to GAAP, cash-basis books converted where needed, and balance sheet reconciliations built out and documented. Our team accelerates the transaction-level remediation and reconciliation work with AI workflows, so a company can get audit-ready cost-effectively and on a defined timeline, whether that's ahead of a first audit, a PE acquisition, or a lender requirement.

Learn more

Platform Finance

Built for PE-backed platform companies running a roll-up strategy. We act as the full finance back office for the platform and carry each add-on through the entire deal cycle: QoE, post-close support, systems integration, accounting remediation, sales tax remediation, and ongoing CFO and controllership, with income tax compliance included. Because the same team runs the diligence, the integration, and the monthly close, nothing is lost in a handoff, and each acquisition lands on the platform's systems reconciled to the databook it was underwritten on. Our team runs the routine work through AI-enabled workflows, so the platform gets institutional-grade finance coverage across every add-on without building the function in-house.

Learn more