Instant Financial
Clarity
AI-Powered Accounting Insights for PE Portfolio Companies ($10-250M)
Built for CFOs & controllers at PE-backed firms
You're running a portfolio company generating $10-250M in annual revenue. Private equity ownership means one thing: pressure to deliver measurable financial improvements, fast.
You need quick, data-driven insights to boost net income - not another consultant who takes months to deliver generic recommendations. You need actionable intelligence pulled directly from your accounting system.
"The fastest path to better margins is buried in your trial balance - you just need the right tool to surface it."
What you get, week one
Trial Balance Audit
Our Python-based AI agent connects directly to your SQL/ERP database and performs a comprehensive audit of your trial balance, identifying discrepancies, manual adjustments, and opportunities for correction.
Financial Improvement Opportunities
Surface immediate, actionable insights that impact your bottom line: cost reduction opportunities, revenue leakage, inefficient processes, and margin improvement areas with quantified dollar impact.
Low-Effort Action Recommendations
Receive prioritized, specific recommendations ranked by effort vs. impact. Each recommendation includes implementation steps, estimated financial benefit, and timeline - no fluff, just practical actions your team can execute immediately.
Seamless ERP Integration
Lightweight Python script that integrates with your existing accounting system (QuickBooks, NetSuite, Sage, etc.) with minimal setup. Pull data automatically, validate current state, and get insights without disrupting your workflows.
From connection to insights in days, not months
Connect Your Systems
Simple setup: our Python agent connects to your SQL database or ERP system via secure API. Takes less than an hour, zero disruption to your operations.
Automated Data Pull & Validation
The agent pulls your trial balance, validates data integrity, and cross-references against standard accounting rules. Flags anomalies, manual adjusting entries, and potential issues automatically.
AI Analysis & Opportunity Surfacing
Our AI analyzes your accounting data, comparing it against thousands of similar companies to identify immediate improvement opportunities: expense categories to optimize, revenue opportunities, and process inefficiencies.
Actionable Recommendations Report
Receive a prioritized list of specific actions to boost net income, each with estimated financial impact, implementation effort, and clear next steps. Ready to present to your PE board or execute internally.
Start small, scale fast
Our lightweight Python agent delivers immediate value with minimal investment. See tangible financial improvements in weeks, then expand across your portfolio as you scale.
Minimal Setup. Maximum Impact.
Everything you need to know
What accounting systems does brainerp integrate with?
Our Python agent connects to any SQL-based accounting system or ERP with API access: QuickBooks Enterprise, NetSuite, Sage Intacct, Microsoft Dynamics, SAP Business One, and custom systems. If your data is in SQL, we can pull it.
How long does setup and implementation take?
Initial connection takes under an hour. Our Python script connects to your database via secure API credentials. First insights are delivered within 48-72 hours after connection. No lengthy implementation, no consultant workshops - just fast, actionable intelligence.
What kind of financial improvements can we expect?
Typical recommendations include: expense category optimizations (5-15% cost reduction), revenue leakage identification, working capital improvements, manual process automation opportunities, and margin enhancement strategies. Average clients identify $500K-$2M in potential annual improvements.
Is our financial data secure?
Absolutely. We use read-only database connections, encrypted data transmission (TLS 1.3), and never store sensitive financial data on external servers. The Python agent can run entirely within your environment. We're SOC 2 Type II certified and GDPR compliant.
Do we need technical expertise to use this?
No. Setup requires basic database credentials (your IT team can provide these in minutes). After connection, the agent runs automatically. Results are delivered in plain English with specific action items - no technical jargon, just clear financial recommendations.
How does the land-and-expand model work?
Start with one portfolio company to prove value quickly. Once you see results (typically 2-4 weeks), we can rapidly deploy across additional portfolio companies. Each deployment becomes faster as we learn your PE firm's specific priorities and reporting needs.
What makes this different from hiring a consultant?
Traditional consultants take 3-6 months and charge $50K-$200K for generic recommendations. Our AI agent delivers specific, data-driven insights in days at a fraction of the cost. Plus, it runs continuously - every month you get updated recommendations based on current data.
Can this handle complex, multi-entity accounting structures?
Yes. Our agent is built for portfolio companies with multiple subsidiaries, cost centers, and intercompany transactions. It automatically maps entities, consolidates data, and provides both entity-level and consolidated insights.