For PE sponsors
Standardize monthly close, board packs, covenant reporting, and exception controls without forcing a ledger migration. Start with one parallel shadow close and expand only after review.
The same board pack and reporting format across every company, so you compare like with like instead of reconciling ten different spreadsheets.
Covenant certificates and compliance computed from live books at each company — visible before a lender asks, not scrambled the week of.
Stand up reliable finance at a newly acquired company quickly — keep its existing ledger or migrate onto ours, either way under one standard.
AI handles the routine work; a named BeanStack controller reviews the exceptions and owns delivery at each company.
Compare it through a parallel shadow close at a single portfolio company — we run the close alongside its current process and show you the diff.
Once the scorecard convinces you, that company runs on BeanStack — its ledger kept or moved — with policies, approvals, and evidence on every entry.
Bring on the next company the same way. Reporting, covenants, and controls converge on one standard as the portfolio grows.
Where both processes reproduced the same treatment — listed line by line, not summarized away.
Grouped by cause — policy, source data, timing, or unresolved judgment — with the evidence behind each side of every difference.
Material or low-confidence items BeanStack did not post automatically, and exactly what it needs to resolve each one.
Source document, applied policy, action taken, reviewer, and change history — attached to every line in the packet.
The pass/fail bar is set before the run — you judge the packet against criteria you agreed to, not a moving target.
Start with a parallel shadow close at a single portfolio company. Roll the standard across the rest once the scorecard convinces you.