For newly acquired companies
A newly acquired company often inherits thin books and no controller. BeanStack stands up the close, reporting, and controls quickly — on the ledger you already have, or migrated onto ours.
You do not have to hire a finance team on day one to get a clean close. BeanStack runs it while you decide on permanent staffing.
Run BeanStack as a control plane over the existing accounting system, or migrate the QuickBooks history — chart, transactions, and balances — onto our ledger in hours, not months, reconciled during the shadow month.
Every entry carries its source document, the policy applied, and the approval path — the evidence trail a sponsor and a lender expect.
Board packs and covenant certificates computed from the live books, in the format the rest of the portfolio already uses.
Bank feeds, billing, and the documents in the inbox connect to BeanStack. Keep the existing ledger or import the QuickBooks history.
We run the first close in parallel with whatever process exists today and show you the diff — you rely on the numbers only once they hold up.
BeanStack runs the monthly close and reporting from there; a named controller reviews the exceptions and owns delivery.
Connect the systems, run a parallel shadow close, and take over the monthly close — on the ledger you keep or the one you move to.