EveryBooks / Industries / Private equity & multi-entity
Private equity & multi-entity
Every acquired company on one set of books.
A platform grows by buying companies. Each one arrives with its own ledger, its own chart of accounts and its own version of a customer list. We bring them onto one record, then put agents on the repeating work so the group close stops depending on heroics.
What we see in this sector
The pattern is the same at almost every platform we see. The first acquisition was absorbed by hand because there was only one. By the fourth, the group consolidation lives in a workbook that one person maintains, the board pack is rebuilt from scratch every month, and nobody can answer a question about revenue without opening three files.
Agents can take most of that work, but only once the record underneath is real. So we start with the record: one chart of accounts, one customer master, history loaded and tied out. Then agents run the close, refresh the pack and answer questions from the same numbers the controller signs.
The work
Post-acquisition integration
We bring every acquired company onto one set of books.
ERP selection and migration
We help you choose the right platform and move you onto it.
Month-end close automation
The close runs on a schedule instead of on overtime.
Board and investor reporting
Reporting that is accurate and arrives on time every month.
Revenue analytics
One trusted view of revenue, growth and retention.
Due diligence readiness
Your books are ready before the buyer starts asking questions.
Finance function assessment
A clear read on how finance runs today, and a plan to improve it.
Systems we work with here
- NetSuite
- QuickBooks
- Dynamics GP
- Excel
- Power BI
- Salesforce
- HubSpot
How we work
Most companies bolt AI onto systems designed for people, then ask people to check the AI’s work. We design the record around agents and put your team in charge of running and governing them. Five steps: read the books, design for agents, ship agents in shadow mode against today’s results, train your operators, then run and improve.
Other industries we work in
- CPA & advisory firmsBusy season runs on overtime and a handful of senior people.
- Financial institutionsOperations teams re-key documents and check fees by hand because the alternatives all involved sending data somewhere else.
- Manufacturing & distributionTax, receivables and compliance reports are rebuilt from the ERP every period by people who deserve better work.
- Consumer & e-commerceMarketplaces, stores and your own website never agree with the ledger on the first pass.
- Real estateTenant balances sit in the property system and the follow-ups sit in inboxes.
- Public sectorReconciliations are months behind and the auditor is coming.