Finance Case Studies

The CFO's office, in production.

Four engagements inside PE-backed finance organizations — the close, cash, payables, and the board pack.

Record to Report

The close went from fourteen days to five.

Sponsor-owned healthcare platform · ~€450M revenue · 180 sites · 40+ legal entities · 30+ bolt-ons

Close orchestration across every entity — automated eliminations, tolerance flags, and a drafted flux narrative each morning of the close.

14→5
business days to close
Order to Cash

Thirteen days of DSO, pulled forward.

Industrial distribution roll-up · ~$1.2B revenue · 14 business units · 4 ERPs

A collections agent that scores payment risk per invoice, classifies disputes, and hands every collector a ranked worklist each morning.

$26M
working capital released
Procure to Pay

AP held flat through seven acquisitions.

Multi-site consumer services platform · ~$600M revenue · 250+ locations · 6–8 acquisitions a year

Touchless AP end to end — capture, match, code, route. New acquisitions plug into the pipeline instead of adding headcount.

78%
of invoices fully touchless
FP&A & the Board

The board pack became an afternoon.

Sponsor-backed B2B software company · ~$120M ARR · carve-out · first institutional CFO

A reporting agent that writes the variance narrative in the house style — and answers scenario questions live in the boardroom.

5d→½d
board-pack preparation

Engagements anonymized. References available on request.

Talk to us about resultsRead the finance playbook →