What we do
Data & Process Simplification & Standardization: Cleaning up and standardizing the underlying data and processes that automation will run on, because automation built on a broken process just breaks faster.
Quick Wins: High impact, low risk automations and process improvements that deliver visible results fast, building internal confidence and momentum for broader AI initiatives.
Minimal Viable Product (MVP): Structured, time-bound builds that test a specific AI or automation use case against your real data and processes before a full investment is made.
Solution Build & Implementation: End-to-end development and deployment of AI and automation solutions for the finance function, from requirements through go live. Builds include end to end automation and AI-enabled workflows with exception reporting, audit trails, and human in the loop review/ approvals, orchestrated agentic systems, and executive assistants to quickly query key business and financial results.
Continuous Improvement, Adoption Support & Scaling: Evolving solutions after go-live, expanding what works, and building the infrastructure to sustain and grow AI programs over time.
What We Do
Data & Process Simplification & Standardization: Cleaning up and standardizing the underlying data and processes that automation will run on, because automation built on a broken process just breaks faster.
Quick Wins: High impact, low risk automations and process improvements that deliver visible results fast, building internal confidence and momentum for broader AI initiatives.
Minimal Viable Product (MVP): Structured, time-bound builds that test a specific AI or automation use case against your real data and processes before a full investment is made.
Solution Build & Implementation: End-to-end development and deployment of AI and automation solutions for the finance function, from requirements through go live. Builds include end to end automation and AI-enabled workflows with exception reporting, audit trails, and human in the loop review/ approvals, orchestrated agentic systems, and executive assistants to quickly query key business and financial results.
Continuous Improvement, Adoption Support & Scaling: Evolving solutions after go-live, expanding what works, and building the infrastructure to sustain and grow AI programs over time.
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.
• 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
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.
• Business Systems & Transformation
REIT
Integrating Finance Operations Following a Complex Acquisition
Accelerated Integration
Unified accounting operations under an aggressive timeline
Stronger Finance Operations
Improved processes, reporting, and financial consistency
Alliance provided experienced accounting and finance support to help a REIT integrate a newly acquired family-owned business operating on different systems, processes, and accounting practices. Working within an aggressive timeline, Alliance helped align financial operations, establish consistent processes, and support a smoother transition while allowing the internal team to remain focused on critical day-to-day priorities.
REAL ESTATE
• ACCOUNTING ADVISORY
ENERGY COMPANY
Strengthening Financial Readiness for a Critical Capital Raise
Reduced Risk
Stronger accounting processes and controls
Greater Readiness
Improved capital raise preparation
Alliance provided senior-level accounting support to help a growing energy company strengthen financial processes, controls, documentation, and reporting ahead of a capital raise. The engagement reduced financial risk, improved the quality and consistency of investor-facing information, and increased speed to market without overburdening the internal team.
ENERGY
• 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
Ready to move from planning to building?
Let’s talk about where to start.
Frequently Asked Questions
The first step is understanding where you actually stand in terms of your data quality, your current processes, and where automation will have the most impact. Alliance offers an AI Readiness Assessment that gives your team a clear, prioritized picture of where to start and what to build. From there, we handle the execution.
