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
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
• HUMAN CAPITAL SOLUTIONS
PE-BACKED
24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization
24
Technical hires completed
10 Months
Full build-out delivered
A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.
TECHNOLOGY
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.
