Business operations · Private equity AI
Back Office Finance Automation with AI
For a PE-backed company, back office finance automation means a faster close, cleaner board and lender reporting, and finance teams that keep pace with growth and add-on acquisitions.
Connect AP, AR and month-end preparation into a finance operating workflow for a portfolio company. Agents prepare and route work; controllers retain postings, payments and accounting judgments. This is distinct from fund administration and broader non-finance office coordination.
- 01
Invoice and payment intake
- 02
Match and reconcile
- 03
Exceptions to finance
- 04
Close and board pack
The private equity investment case
What is back office finance automation?
Back office finance automation takes the repeatable work out of accounts payable, receivables, reconciliations and month end. For private equity-backed companies, that means a faster close, cleaner numbers for the board and finance capacity that keeps up with growth and add-ons.
It is using AI agents to prepare routine finance work: reading invoices, matching payments, suggesting reconciliations, chasing overdue receivables and assembling close and reporting packs. Agents draft and check; your finance team reviews exceptions and approves anything that posts or pays.
- A focused first project
- One finance workflow, such as invoice intake or receivables follow-up, connected to your ERP with acceptance tests.
- Who we work with
- CFO or financial controller.
The problem
Where the investment thesis meets operational friction
AP clerks key invoices by hand and chase approvals by email.
Receivables follow-up depends on whoever has time that week.
Reconciliations pile up until month end.
Board packs are rebuilt manually every month.
What we build with your team
Finance back office, automated
Accounts payable intake
For example, agents extract invoice data, match it to POs and receipts, and queue mismatches for review before posting.
Receivables follow-up
For example, agents prioritize overdue invoices, draft reminders in your tone and escalate disputed balances to an owner.
Close support
For example, agents prepare reconciliation suggestions and variance notes so the controller reviews instead of rebuilding.
Example workflow
Before and after
Today
Invoices are rekeyed into the ERP.
Collections are reactive and inconsistent.
The close relies on late nights and spreadsheets.
With Agentic Factory
Agents prepare entries and matches for review.
Overdue balances are prioritized daily.
Close work starts earlier with exceptions already flagged.
Systems and access
- ERP or CRM access with documented read and write permissions.
- Approved email and document sources with representative sample records.
- Test environment, integration credentials, and activity logging.
Human approval
- Process owner approves validation rules, exception thresholds, and acceptance tests.
- Authorized business users approve consequential writes until broader permissions are explicitly agreed.
Metrics to track
- Median handling time and manual touches per completed transaction.
- Exception rate, correction rate, and successful processing rate.
- Active-user adoption and finance-validated cost changes, reported separately from time released.
Our process
From opportunity to measured result
Assess the selected workflow, baseline current handling, and identify access constraints. Prioritize a bounded release with the process owner. Build validation, exception queues, and audit records before integrating approved systems. Test representative cases and failure scenarios with users. Launch through a controlled rollout with training, fallback procedures, and named support responsibilities. Measure adoption, accuracy, processing time, and operating cost changes separately. Expand only after acceptance criteria are met and the business approves any additional permissions, actions, or scope in writing.
- 01
Assess
- 02
Prioritize
- 03
Build
- 04
Integrate
- 05
Launch
- 06
Measure
Start with your workflow, system constraints and value creation priorities.
Questions
Back Office Finance Automation with AI: FAQs
Which finance processes should we automate first?+
High-volume, rules-based work with clear inputs: invoice intake, payment matching, receivables reminders and recurring reconciliations. They are easy to measure and keep humans in the approval loop.
Does it work with NetSuite and other ERPs?+
Yes, through supported interfaces and agreed permissions. NetSuite, Sage, Dynamics, QuickBooks and others are assessed in discovery for access and feasibility.
Will AI post entries or make payments on its own?+
Not by default. Agents prepare and validate; authorized people approve posting and payments until broader permissions are explicitly agreed.
How do you measure the result?+
We baseline handling time, manual touches, exception rate and days to close, then report time released separately from finance-validated savings.
Why does this matter to a private equity owner?+
A faster, cleaner close improves reporting to the board and lenders, and finance capacity that scales without matching headcount supports margin and add-on integration.
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Put a real workflow on the table.
Discuss finance automation for your portfolio company. We’ll discuss fit, priorities and a sensible first scope.