A Houston-based, private equity–backed provider of systems and applications management software faced growing finance and accounting strain as rollup acquisitions stacked up—pushing its accounting infrastructure to the breaking point.
After completing acquisitions that brought the business to roughly $300M in value, the company still lacked fully integrated, standardized accounting processes across its entities, making consistent reporting difficult and slowing acquisition returns.
With four more acquisitions in the pipeline and a 6–12 month optimization window for each, the company turned to Consero’s Finance as a Service (FaaS) model that could scale with its aggressive growth strategy.
“We needed a scalable way to integrate acquisitions and produce consistent reporting—without building an expensive, permanent integration team.”
Company profile
- Industry: Software (systems & applications management)
- Consero solution: Finance as a Service
- Company size: $300M with additional $100M in pending acquisitions
- Challenges:
- Incompatible systems and workflows across acquired entities
- Fractured revenue recognition
- Incorrect deferred revenue capture
- Limited automation (AP and expenses)
- Bandwidth for dedicated acquisition integration team
Partnership Highlights
- Rapid Optimization: Slashed the integration and optimization timeline from 12 months down to just 3 months.
- Massive Cost Savings: Achieved 63% savings in Phase 1 alone, with ongoing costs 30-40% lower than an in-house team.
- Efficient Closing: Established a reliable, standard two-week monthly close process.
- Real-Time Visibility: Transitioned from manual Excel “offline” tracking to automated dashboards and real-time financial reporting.
- Repeatable Acquisition Integration: Developed a 30-day playbook to quickly onboard new rollups into the tech stack.
The Consero Solution: Building a Rollup-Ready Finance Platform
Consero’s engagement addressed the company’s challenges across staffing, technology, and process standardization:
- Replaced an outdated Great Plains system with a modern, cloud-based technology stack providing automated dashboards and real-time visibility into financial performance across all entities
- Centralized and automated revenue recognition, eliminating the need for offline Excel workarounds and correcting deferred revenue capture
- Implemented AP and expense automation, closing a critical operational gap
- Deployed a scalable staffing model that flexes with acquisition activity — ramping up during integration periods and operating efficiently between deals
- Created a standardized 30-day integration playbook using a centralize-standardize-automate methodology, enabling rapid onboarding of future acquisitions
- Freed the PE firm’s CFO and senior accounting staff from technical rollup tasks, allowing them to focus on strategy, investment decisions, and identifying future targets
Scale Your Business With Finance That Keeps Pace
If your business is growing faster than your back office can handle, it’s time to move beyond manual spreadsheets and “breaking point” infrastructure.
Consero provides the financial clarity, consistency, and scalability you need to turn acquisitions into immediate value. Request a consultation today to learn how Consero can help you improve financial processes, reduce costs, and accelerate acquisition returns.
Talk to a Consero finance expert about what a modern, AI-enabled F&A function looks like for your business. We’ll map it out together — it’s 30 minutes, zero pressure.
No sales pitch. Just a roadmap tailored to you.
