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For newly acquired companies

Reliable finance,
fast after close.

A newly acquired company often inherits thin books and no controller. BeanStack stands up the close, reporting, controls, and the day-1 opening balance sheet quickly — on the ledger you already have, or migrated onto ours.

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

The first 90 days

From messy handoff to reliable books.

No gap

No controller hiring gap

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.

Your ledger

Keep your ledger or move

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.

Diligence-ready

Books a sponsor can trust

Every entry carries its source document, the policy applied, and the approval path — the evidence trail a sponsor and a lender expect.

Reporting

Sponsor reporting from month one

Board and investor packs and covenant certificates computed from the live books, in the format the rest of the portfolio already uses.

Day one

Day-1 opening balance sheet

Purchase accounting proposed from the deal's own data: the ASC 805 allocation, intangible valuations, and opening entries — reviewed by you, posted through the same controls as everything else.

Contracts

The contracts you just inherited

Vendor agreements come out of the data room and into tracked obligations — renewal dates, notice windows, committed spend — before an auto-renewal you didn't know about lands in month two.

How it works

Standing up finance.

01

Connect the systems

Bank feeds, billing, and the documents in the inbox connect to BeanStack. Keep the existing ledger or import the QuickBooks history.

02

Book a walkthrough

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.

03

Take over the close

BeanStack runs the monthly close and reporting from there; exceptions stop for your review, and the finished outputs arrive on schedule.

What changes post-close.

A clean close without waiting to hire a finance team.
One standard that matches the rest of the portfolio from the start.
An evidence trail ready for diligence, audit, and lenders.
A budget and rolling forecast stood up on the same live books — not a quarter later.

Stand up finance the
week after close.

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.

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