The AI finance department for PE-backed companies

The finance department,
as software.

An autonomous system that runs the finance function and delivers the finished outputs — GAAP books and close, reporting, FP&A, covenant compliance, audit response, and M&A. Material items stop for your review; everything else just arrives.

Early access — onboarding a limited number of PE-backed companies.

November close · postedComplete
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
Delivered for review · every entry sourcedAudit-ready
What we do

The whole department,
function by function.

BeanStack handles the recurring work, the planning work, and the deadline work across finance. GAAP accounting is built in — accrual books kept to US GAAP, not a bookkeeping layer — alongside FP&A, reporting, M&A, compliance, and vendor operations.

GAAP accounting & close

General ledgerBookkeepingMonth-end closeRevenue recognitionReconciliationAP/ARMulti-entity consolidation

FP&A & reporting

BudgetsRolling forecastsDashboardsGoverned metricsBoard, investor & management reporting

M&A & corporate development

Deal pipelineCIM intakeQuality of earningsDiligence trackingLBO & returns modelingASC 805 purchase accountingIntangible fair-value valuation

Audit & compliance

Automated PBC responseCovenant certificatesClose attestationRestatement controlsEvidence behind every number

Vendors & contracts

Vendor recordsVendor-scoped payablesContract obligationsRenewal datesAssigned owners
The delivery model
Software runs the function.
You review finished outputs —
not the machinery.

That's the whole model. Not a tool your team operates — the entire finance function, delivered: books kept, close run, board and investor reporting issued, forecasts maintained, covenants certified, auditors answered, vendors and contracts managed, deals supported. Without hiring, managing, or operating a department.

Material and low-confidence items stop for human approval
Every entry linked to source evidence
Every unresolved issue visible before reporting
Performance reviewed through a parallel shadow close
Proof

Measured on the system and the real books it runs.

~1 hour
QuickBooks migrationFull multi-year history — chart, transactions, balances — measured on a real operating company's books.
99.7%
Replay match ratePayment-to-invoice matching, replayed against the human bookkeeper's actual decisions on a real multi-year book.
To the penny
Month-end accrualsOn replay, the AI's schedule-computed accrual landed exactly on what the human bookkeeper booked.
One system
Every function, liveDeal models, forecasts, covenants, and board and investor packs run on the same live books the close runs on — no re-keying between tools.
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

  • One reporting standard across the portfolio
  • Consistent close and covenant reporting from every company
  • Faster financial onboarding after acquisition

For lenders and auditors

  • Source-linked entries
  • Documented policies and approvals
  • Complete exception and change history
The platform

A finance department on top.
A full financial system underneath.

The full financial record

  • A native multi-entity general ledger, entity model, and consolidations when BeanStack is your system of record
  • Documents, contracts, schedules, transactions, operating metrics, and workflow history in the same governed platform
  • Keep your existing ledger if you choose; entries post there while BeanStack still governs the records, workflows, policies, and evidence around them

Every function works from the same context

  • Contracts and source documents feed depreciation, amortization, prepaid, revenue recognition, loan, lease, and accrual schedules
  • Those schedules feed the books, forecasts, operating metrics, statements, and board and investor reporting
  • Accounting, FP&A, audit, deal, and vendor work use the same entities, counterparties, documents, and history

Open to your tools — governed

  • A governed MCP surface: connect Claude or any AI agent to your books
  • Every agent call passes the same policy gates and approvals as the UI
  • Nothing material posts without human approval
How the AI works

Any number, back to its
source document. One click.

Every determination records its reasoning, the source documents it read, the policy it applied, and who reviewed it. Ask about any figure in your financials and the answer comes with the evidence attached.

AI · Provenance log

Q

What still needs review before November closes?

Two items are held. One exceeds the approval threshold. One has conflicting support. Neither has posted.

All other recurring entries, reconciliations, and schedules ran under the approved close policy.

The review queue shows the source, policy, confidence, and assigned owner for each exception.

SourcesNovember close checklistException logApproved close policy
Institutional memory

It learns the business.
The knowledge stays.

Every document, decision, and correction becomes durable context for the whole finance department.

Understands what the document means

BeanStack reads contracts, leases, invoices, and bank statements for their financial meaning — not just their text. It identifies parties, obligations, renewal dates, and recognition or amortization requirements, then creates structured records and schedules linked to the work they drive.

Connects it to the business

BeanStack keeps the history of your entities, vendors, customers, contracts, and prior decisions. New documents are matched against that record, so an existing vendor stays one vendor and the same context does not have to be explained again.

Learns from every correction

When a reviewer reclassifies or corrects an item, BeanStack captures the correction as a structured event. That event informs rule suggestions and future policy-gated decisions, making the system more specific to your business over time.

People change. The finance context stays with the business and carries across every function.

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.

Early access — onboarding a limited number of PE-backed companies.

Your ledger, kept or moved  ·  Full export anytime