Finance Transformation

FinOps AI Automation

We automate the highest-volume finance work and train your team to keep the gains.

OFFERING OVERVIEW

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.

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.

Finance Process Automation

The repeatable, high-volume work, automated and off your team's plate.

Designs and implements automation for high-volume, repeatable finance processes (invoice processing, expense coding, reconciliation, reporting), typically following SOP documentation.

Managed Delivery Transition

A lower-cost delivery model built on a process worth inheriting, not the mess it replaces.

Transitions redesigned and automated finance processes to a lower-cost delivery model, with the operating procedures, training materials, and quality-control checkpoints the new team needs to execute independently.

Future State Enablement and Handoff

We train your team to own the new process, then step back.

Trains the client's existing finance team on redesigned processes and new automation tools so the internal team can sustain the future-state model without ongoing Exbo support.

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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.

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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.

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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.

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Finance Integration

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.

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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.

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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.

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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.

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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.

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