What we do
Procure-to-pay
Approval workflows, PO discipline and policy that control spend before it happens.
AP automation
Invoice capture, matching and card programs that cut cost per invoice.
Order-to-cash
Invoicing, collections and e-invoicing standardized across companies.
Close acceleration
Reconciliations, close calendar and tooling for a faster, cleaner close.
Reporting package
Consolidated and operating-company reporting for management and the sponsor.
Operating model
Roles, shared services and controls designed for the next five acquisitions.
How it works
From diagnosis to a close that holds.
- DiagnoseClose calendar, AP and AR processes, controls and systems mapped.
- DesignTarget processes, policies and roles agreed with the CFO.
- ImplementWorkflows, tools and playbooks rolled out company by company.
- StabilizeKPIs tracked — close days, cost per invoice, DSO — until targets hold.
Related results
Procurement and close rebuilt for a growing practice platform
$1.7M in savings and a month-end close cut from seven days to three to five.
Finance and payments rebuilt for a decentralized platform
$1.8M a year from processing-fee optimization and more than $500K from AP automation.
Common questions
How long does close acceleration take?
At Optima Dermatology the close went from seven days to three to five; timing depends on systems and the number of entities.
Do we need a new ERP first?
Usually not. Most gains come from process, controls and better use of the systems you have.
Can you provide interim support?
Yes — we can lead finance operations workstreams while you hire or integrate.
Start with a four-week Portfolio Spend Diagnostic.
A ranked, sized list of cost and cash opportunities for one portfolio company, and a plan to capture them.