Finance delivery for PE-backed companies

Autonomous finance.
Named accountability.

BeanStack runs the close, forecast, board pack, and covenant reporting. Routine work follows approved policies; material and low-confidence items go to a named controller.

Run a shadow close See the process
Illustrative close · fictional dataExample
4000 · Revenue$4,200,000
1200 · Accounts Receivable$312,500
2100 · Deferred Revenue$105,000
1010 · Operating Cash$847,320
6000 · Operating Expenses$291,440
Policy, reviewer, and source links shown for illustrationNot customer data
The delivery model
The AI handles the routine work.
BeanStack controllers review
the exceptions and own delivery.

That's the whole model. You get the output of a finance team — books, close, board packs, compliance — without hiring, managing, or operating one.

Every close reviewed by a named controller — fully-managed tier
Every entry linked to source evidence
Every unresolved issue visible before reporting
Performance reviewed through a parallel shadow close
Proof

What you can inspect before cutover: matched entries, differences, unresolved items, and the evidence behind every BeanStack entry.

Multi-year
Live, complete booksBeanStack keeps the full multi-year books of a real operating company today — migrated from QuickBooks.
Replayed
Deterministic replayEvery decision is replayed deterministically against the historical decisions its human bookkeepers made.
Sourced
Provenance on every entryEach entry records the evidence it read, the policy it applied, and the alternatives it rejected.
Yours
Yours to keep or moveRun it on your existing ledger or migrate onto ours. Either way, the books, source documents, policies, and full audit trail export on demand.
Who it's for

Built for everyone who
relies on the numbers.

For the portfolio-company CEO

  • No controller hiring gap
  • Reliable numbers by a specified date
  • One finance partner rather than a fragmented fractional stack

For the PE operating partner

  • Consistent sponsor reporting
  • Portfolio-wide close and covenant visibility
  • Faster financial onboarding after acquisition

For lenders and auditors

  • Source-linked entries
  • Documented policies and approvals
  • Complete exception and change history
What we do

The whole department's scope.

One service covers what a bookkeeper, a controller, and a fractional CFO would — under one finance standard, on the ledger you choose.

Books & ledgerMonth-end closeBoard packsCovenant certificatesBudgets & FP&AAudit & diligence response
See everything we do
Your ledger, your choice

Keep your ledger,
or move to ours.

You don't have to leave your accounting system to get a finance department. Run BeanStack on the ledger you already have, or migrate onto ours — your call.

Keep your system

Keep your ledger

Keep your existing QuickBooks or accounting system — BeanStack runs the work on top of it, applying the same policies, approvals, and evidence trail to the ledger you already run.

System of record

Move to ours

Our migration AI moves your QuickBooks history — chart, transactions, and balances — onto BeanStack's ledger in hours, not months, reconciled during the shadow month. Then close, reporting, and controls all run in one place.

Either way, compare it first with a parallel shadow close. We run your close alongside your current process and show you the diff — before you rely on a single number.

How the AI works

Ask why.
Get a real answer.

Every determination records its reasoning, the source documents it read, and the policy it applied. Any number traces back to the evidence behind it.

AI · Provenance log

Q

How did you recognize the Acme $180K contract?

Contract Q4-MSA-0042 carries a distinct performance obligation for implementation services under ASC 606-10-25-27.

Stand-alone selling price applied: $15,000/month recognized on delivery. $105,000 deferred to future periods.

Three recognition tranches scheduled. If any milestone slips, the schedule updates automatically.

SourcesMSA_Acme_Q4.pdf · pp. 4–5ASC 606-10-25-27

Compare it on
your own books.

Keep your ledger, or migrate onto ours in hours, not months. Either way, a parallel shadow close in your first month shows and classifies every difference before you rely on the numbers — for PE-backed companies and the sponsors who own them.

Run a shadow close See the process

Your ledger, kept or moved  ·  Full export anytime