Background
Our client, a fast-growing private-equity–backed company, acquired a complementary business to strengthen its market position and expand its product offering. While the acquisition made strategic sense, the newly acquired entity relied on an outdated accounting platform with limited integration options and no real-time reporting. The legacy system created barriers to financial visibility, consolidation, and smooth post-acquisition integration.
Challenges
Several operational issues surfaced early in the process:
Manual workflows for payables, receivables, and reconciliations, increasing the risk of delays and errors.
Restricted reporting capabilities that made timely financial statements difficult to produce.
These constraints slowed integration efforts and limited leadership’s ability to make informed decisions.
Our Approach
Notion CFO & Advisors partnered with the client to lead the financial systems integration and modernize their accounting environment. Our team:
Assessed the existing system architecture and documented critical financial workflows.
Reviewed multiple cloud-based accounting solutions that could integrate cleanly with the client’s ERP and operational tools.
Built an implementation roadmap designed to minimize disruption to ongoing accounting activities.
Migrated and validated historical data, ensuring all transaction-level details were accurate and complete.
Trained finance and accounting teams on the new system, developing tailored dashboards and workflows to support day-to-day operations.
Results
Within the first quarter, the client saw meaningful improvements:
Month-end close time decreased by 50%, from ten days to five.
Automated reporting delivered real-time financial visibility.
Accuracy and compliance improved through audit-ready reporting features and system-enforced controls.
Conclusion
By guiding the transition from a legacy platform to a modern, cloud-based accounting system, Notion CFO & Advisors helped the client transform its finance function into a scalable, efficient, and data-driven operation. With a stronger infrastructure and clearer financial insight, the organization is now well-positioned to integrate future acquisitions with confidence and transparency.
