Private Equity Finance Integration
We're the finance team post-acquisition roll-ups wish they hired six months earlier.
Whether you're making your first SaaS platform investment or scaling a roll-up with multiple add-ons, we help you stabilize and scale your portfolio's finance infrastructure. We run buy-side diligence sprints, execute finance resets, unify reporting and dashboards, and standardize policies across your entities — all tailored to the pace and pressure of private equity.
What We Solve
Why PE firms bring in Accurix
Fragmented systems and inconsistent financial reporting across acquisitions
CFOs overwhelmed by integration, reporting, and forecasting responsibilities
Delays in audit, compliance, and board reporting
Missed value creation targets due to lack of financial infrastructure
Our Approach: A 100-Day Finance Transformation
Build a Finance Center of Excellence — in 100 days or less
People. Systems. Processes. Outcomes.
Our structured 100-day plan is designed to stabilize, scale, and systematize the finance function post-acquisition.
Pre-Day 1
Setting Up for Success
- Clarify roles, expectations, and key deliverables
- Understand team composition and key stakeholders
- Review due diligence and current finance stack
- Collect available Standard Operating Procedures or documentation
- Prepare for access, tools, and workspace integrations
Phase 1
Weeks 1–4
- Onboard Accurix team across Financial Planning & Analysis, Accounting, and Financial Operations
- Assess Order to Cash, Procure to Pay, and reporting processes
- Take over monthly close, covenant reporting, and dashboards
- Kick off Generally Accepted Accounting Principles transition and Annual Recurring Revenue reporting
Phase 2
Weeks 5–8
- Develop budgeting and rolling forecast process
- Document and standardize internal controls
- Implement core systems (Ramp, Rippling, FinQore, etc.)
- Conduct compliance review (insurance, covenant)
Phase 3
Weeks 9–12
- Finalize accrual accounting transition
- Onboard and manage audit + valuation teams
- Complete acquisition accounting
- Move to business-as-usual cadence with monthly board reporting
Your Embedded Finance Team
Specialists across every core finance function
We embed supervised pods with deep expertise across:
Finance Transformation
Build a finance function that scales with the business — org design, scalable processes, and the right systems.
Read moreAccounting
Close faster, report accurately, and stay audit-ready across every entity.
Read moreFP&A
Turn data into decisions with budgets, rolling forecasts, and board-ready reporting.
Read morePost-Acquisition Integration
Stabilize fast and standardize early with 100-day finance integration plans for roll-ups.
Read moreEach pod is tailored to the portco’s complexity and growth stage, and led by senior finance professionals who have worked with US and UK based companies .
What Our Clients Say About Us
“Accurix has been a valuable partner during our growth as a highly acquisitive SaaS roll-up. Their strong knowledge of the tech sector and financial expertise have been key in supporting our due diligence and acquisition processes. They've also shown great flexibility, stepping into other areas of our finance function as we scaled. Their adaptability and technical skills have been a key asset throughout.”
Kiran Joshi
Head of M&A, UNARIC
Ready to Stabilize Your Portfolio?
Let's talk. We'll show you how to build a finance function — fast.