Put AI to work in your portfolio

Start with a recurring process that has enough volume, accessible data and an accountable owner. Invoice-to-cash, accounts payable within procure-to-pay, and management reporting within record-to-report are useful candidates. We compare the operating baseline, implementation effort and route to cash or cost reduction before choosing the first workflow.

Working prototypes, system integrations, deployment, testing and practical user training. The delivery team combines hands-on AI and engineering backgrounds with experience at McKinsey, BCG or Bain. You work directly with the people building the solution; named people, availability and responsibilities are agreed before work starts.

We agree the team, weekly rate and initial scope upfront. Each week, we prioritize the next deliverable with the operating partner or MDP and the portfolio-company owner, build and demonstrate it, then decide whether to continue, adjust or stop under the agreed terms. The timeline depends on access, process complexity and acceptance testing.

Eligible routine transactions can move through capture, validation, processing and recording without manual handling when the data, integrations and controls support it. Exceptions, approval policy, accounting judgment and control ownership still need accountable people. We first prove a contained workflow, then increase straight-through coverage where the evidence supports it.

It can support a reduction in roles, contractor spend or planned hires when enough work has been removed and the remaining work can be covered. Released hours alone do not create an EBITDA saving. Finance must validate the cost action, timing, remaining oversight, recurring technology costs and one-time transition costs.

Measure the FTE effort dedicated to the selected process and the fully loaded cost. Estimate the net effort removed after review and exceptions, then identify the spend that can actually leave the cost base. Subtract ongoing technology and support costs. Compare that recurring cash benefit with implementation and transition costs.

We assess your existing Microsoft 365, ERP, CRM and finance environment, including Xero where relevant. We use supported APIs, connectors or controlled exports according to access, licensing and technical fit. Permissions, data handling, failure recovery and an operating owner are part of the implementation.

Prove the workflow in one portfolio company, record the economics and operating requirements, and reuse the tested components where the next company has a comparable process. Each rollout still needs its own system access, data validation, owner and benefit baseline.