From system migrations to financial consolidation, Elevate automates the data lifecycle for acquisitive platforms.
Integrate acquired systems in days, not months. Our AI-powered pipeline handles extraction, mapping, validation, and go-live with human oversight at every step.
Connect to source systems via APIs, direct DB access, browser automation, or manual upload. We support legacy ERPs, spreadsheets, and proprietary platforms.
AI scans and catalogs source data, identifying schemas, relationships, and data quality issues before mapping begins.
Automated field mapping suggestions with confidence scores. Review and approve mappings before any data moves.
Human-in-the-loop validation ensures accuracy. Flag anomalies, resolve conflicts, and approve transformed data before it goes live.
Test migrations in an isolated environment. Validate data integrity, run reconciliation reports, and iterate before touching production.
Go live with confidence. Automated monitoring, rollback capabilities, and post-migration validation ensure a clean cutover.
Standardize KPI reporting across your portfolio. Pull data from every acquired system into a unified warehouse with AI-powered enrichments and automated insights.
Pull data from all portfolio systems — ERPs, CRMs, accounting software, and operational tools — into a single pipeline.
Normalize disparate data formats into a unified schema. Different systems, same structure — ready for cross-portfolio analysis.
Automated data enrichment — classify services, standardize job types, identify cross-sell patterns, and tag revenue drivers.
Centralized data warehouse with governed access, versioning, and audit trails. Your single source of truth for the portfolio.
Interactive analytics powered by AI agents. Ask questions in natural language, drill into anomalies, and get proactive alerts on KPI changes.
AI-generated email and Slack summaries delivered on schedule. Board-ready reports, operator alerts, and anomaly notifications — no manual work.
Automate month-end close across acquired entities. From data extraction to journal entry automation, reduce close time from weeks to days.
Pull financial data from each entity's accounting system — QuickBooks, Sage, NetSuite, or custom GL systems.
Automated identification and calculation of revenue deferrals, expense accruals, and intercompany eliminations across all entities.
Review AI-generated adjustments with full audit trails. Approve, modify, or flag entries before they post to the consolidated GL.
Auto-generate and post journal entries to your consolidated GL. Complete audit trail, reversals support, and integration with your accounting system.
Book a demo to see how we can accelerate your next acquisition integration.
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