For PE sponsors
Standardize monthly close, forecasts, board and investor reporting, covenant reporting, and deal support without forcing a ledger migration. Start with one parallel shadow close and expand only after review.
Early access — onboarding a limited number of PE-backed companies.
The same board and investor 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 portfolio company — ready 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.
Software runs the function the same way at every company; exceptions stop for review. Delivery does not depend on who staffs the account.
QoE on the target before you buy, purchase accounting and the opening balance sheet at close, diligence response when you sell — the deal work runs where the books already are.
Rolling forecasts and budget-vs-actual on live books at each portfolio company — the same planning discipline everywhere, not just where a CFO happens to be strong.
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.
Early access — onboarding a limited number of PE-backed companies.