What we do

  • Finance and operational dashboard design and build

  • Reporting and workflow automation

  • KPI visualization

  • Self-service analytics enablement

What We Do

  • Finance and operational dashboard design and build

  • Reporting and workflow automation

  • KPI visualization

  • Self-service analytics enablement

Case Studies

Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.

• ACCOUNTING ADVISORY

PUBLIC Consulting Firm

Saved 60 Hours Per Month: Leveraging AI to Drive Automation

GL Manager

Interim Support

60 Hours Saved

AI Automation

What started as an interim GL Manager fill, evolved when Alliance identified a broader challenge with the client’s reconciliation of intercompany revenues and expenses. Alliance improved accuracy and reliability of data while deploying a new AI process to improve the close process.

GovCon

• BUSINESS SYSTEMS & TRANSFORMATION

NATIONAL NONPROFIT

Legacy ERP Modernized: NetSuite Implemented and 9 Systems Consolidated to 6 for a National Nonprofit

9 → 6

Systems consolidated

4

Solution workstreams delivered

Solution workstreams delivered Excerpt: A large national nonprofit facing end-of-life ERP support and growing inefficiencies across AP, vendor onboarding, and forecasting needed a full technology transformation. Alliance led ERP selection through to full NetSuite implementation, consolidating nine systems to six, integrating RAMP for AP automation, and establishing a scalable, data-driven operating environment.

NONPROFIT

• AI & ANALYTICS

PE-BACKED

From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation

20 → 2-4 Days

Invoice processing time reduced

5

AI-powered solution components deployed

A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.

PORTFOLIO COMPANY

Your team should spend time on insights, not building reports.
We can make that happen.

Frequently Asked Questions

Much less than most do. If your team is spending a significant portion of the month manually pulling data, formatting tables, and pushing reports out the door, that’s time that isn’t being spent on the analysis that actually moves the business. Automation changes that ratio dramatically and the return on that investment tends to be visible quickly.

It depends on your audience and your data environment because a board-level dashboard looks very different from an operational one. What they share is that the data is always current, the metrics are consistent and trusted, and producing it doesn’t require anyone to manually touch a spreadsheet.