Author: David Lear

Most PE finance teams know the month-end close is taking too long. Fewer have calculated what it actually costs. The answer is not a single number. It is three numbers: the visible cost in staff hours, the invisible cost in delayed decisions, and the risk cost in compliance exposure. This is the framework we use… Continue reading What a Manual Close Is Actually Costing Your PE Firm Every Month

There is a question every managing partner at a PE management company eventually asks more than once: where do we stand against the plan? In our experience, at two funds the CFO can answer it the same day. By four or five funds, with active billing relationships, multiple departments, and a close that is still… Continue reading The Question Your Ownership Team Is Asking That Your CFO Shouldn’t Still Be Answering With a Spreadsheet

Most private equity management companies don’t outgrow their accounting system all at once. The process is gradual. A new fund closes. Headcount grows. Another entity gets added to the structure. The finance team adapts, builds workarounds, creates spreadsheets to fill the gaps. The system keeps working, technically, and no single failure forces the issue. Gradual… Continue reading The 5 Signs Your PE Back Office Has Outgrown Its Current System

What the Billing Structure Actually Looks Like The management company’s expense billing process involves more parties and more moving parts than it first appears. The table below shows how that complexity typically evolves as fund count grows. Fund Stage Fund Count Billing Counterparties Typical Approach Where It Breaks Down Foundation 1-2 funds 5-10 entities Excel… Continue reading Multi-Entity Expense Billing at PE Scale: Why Generic ERPs Break Down as Your Fund Count Grows

Sage continues to deliver quarterly enhancements that make Sage Intacct more powerful for finance teams. While every release includes dozens of updates, we like to focus on the features that have the biggest impact on day-to-day accounting operations. In our latest webinar, we reviewed the Sage Intacct 2026 R2 release and spent time discussing banking… Continue reading Sage Intacct 2026 R2: New Features, Finance Intelligent Agent & Banking Automation Explained

Artificial Intelligence continues to dominate conversations across the business world, and finance teams are no exception. During our recent webinar, AI & Sage Intacct: What’s Available Today and What’s Coming Next, we discussed how finance organizations can think about AI adoption, Sage’s approach to responsible AI, and some of the capabilities beginning to emerge within… Continue reading AI & Sage Intacct: Key Takeaways for Finance Leaders

Finance leaders have seen AI pilots deliver small but encouraging wins. A few automated steps. A faster review. A cleaner draft. These improvements matter, yet many CFOs still report that enterprise-level impact feels elusive. Recent industry research reflects the same pattern. Many organizations say that AI is helping individual tasks, but most have not been… Continue reading From Pilots to Production: Why Finance Teams Only See AI Value When Workflows Change

by David Appel Artificial intelligence is revolutionizing financial management, enabling faster analysis and deeper insights than ever before. For SaaS CFOs, this technology offers unprecedented opportunities to transform financial operations into engines of strategic growth. Recent advances in AI have dramatically enhanced its ability to harness data and support decision-making. Purpose-built financial AI solutions deliver […]