Project 03
Eight portfolio companies. Eight different ERPs, eight different AP workflows, and eight different ways of doing everything. Month-end close was a 15-day fire drill — every single month.
The institutional knowledge holding it all together lived entirely in people's heads. No documentation, no handoff path, no way to scale it.
The first few weeks weren't about building. They were about writing things down — the actual rules that controllers knew but nobody had ever documented. Duplicate vendor patterns, override thresholds, accrual quirks specific to each portco.
Making those rules explicit and executable came first. Automating before that step would have just made the chaos faster.
From there, we built agent pipelines covering invoice processing, GL coding consistency, and continuous reconciliation across all three pilot portcos.
The agents don't just flag problems — they arrive with the relevant contract clause, the variance amount, and a recommendation already formed. Humans stay in the loop on anything that needs judgment. The rest moves without friction.
The pilot ran across 3 of the firm's portcos. Month-end close compression was the headline metric — the 15-day fire drill is no longer the baseline.
Phase 2 — full portfolio vendor compliance workflows and cross-portco reporting — is currently being scoped.
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