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Finance Transformation

A modern, AI-enabled finance function, designed, built, and integrated.

Automated close, intelligent reconciliation, and modern reporting—so your finance function runs faster and with stronger controls than a team twice its size.

Overview

Following a transaction or a period of rapid growth, the finance function is frequently what constrains a company. Ill-suited systems, a manual close, and reporting that cannot match the clean databook on which the deal was underwritten. We design and build the finance infrastructure that resolves it: automated close workflows, intelligent reconciliation, and modern reporting. The result is a finance function that operates faster and with stronger controls than a team twice its size.

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AI-enabled infrastructure

We use AI-assisted analysis and AI-enabled workflows to accelerate remediation, reconciliation, reporting, and process design—keeping senior professionals focused on judgment, implementation, and the operating model.

From diligence to clean reporting.

When we’ve done the diligence, the transaction team embeds with our Finance Transformation team and uses the transaction-level databook to move the target’s data and processes onto the new system, so internal reporting matches the GAAP databook from day one. That continuity is what radically shortens the path to clean post-close reporting.

01
Diligence and transaction-level databook
02
Remediation and opening balance sheet
03
Systems, processes, and team integration
04
Repeatable, board-ready reporting

Offerings

Build the function in the order the business needs it.

Finance Transformation is delivered through eight offerings, plus Platform Finance, which spans all four business units. Each groups the specific capabilities we scope and price within an engagement.

Data Migration and Remediation

The target's books on your systems and on GAAP from day one.

Finance Fast Start

From opening balance sheet to a board-ready close in the first months of ownership.

Financial Operations and Reporting Assessment (FORA)

A full diagnostic of the finance function, measured against institutional reporting standards.

FinOps AI Automation

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

Finance Integration

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

Surge Support

Experienced finance professionals for exactly as long as the peak lasts.

Operational Due Diligence

What it takes to run the target's finance function, known before the deal closes.

Audit Readiness

Books in the shape an auditor expects, on a defined timeline.

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.
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Build a finance function that is ready for the next close, add-on, audit, and stage of growth.

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More to read

Services — Transaction Services

Where transformation scope is first identified: diligence

Services — CFO & Controllership Advisory

Running the function once it’s rebuilt

Services — Tax

Sales-tax automation set-up sits with our tax team

Industries — Field & Commercial Services

System work across our field & commercial services clients

Team position — Finance Transformation

Meet the Finance Transformation team

For investors

For investors integrating an acquisition

For CEOs and CFOs

For CEOs and CFOs modernizing finance

Meet the Finance Transformation team

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Talk to our team