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Finance Transformation · Holding Advisory LLC

CortexStack
Your Finance Function —
Unified, Automated, Intelligent

CortexStack connects every system your finance team touches — ERP, CRM, AP, AR, payroll, contracts — into a single, real-time view. Reporting that used to take days is generated automatically. KPIs that lived in spreadsheets are live. Your month-end close gets faster. Your board deck builds itself.

Connects to Your Existing Systems Real-Time KPI Dashboards Automated Reporting Faster Month-End Close 9+ Ready-to-Deploy Tools You Own It — No Dependency
CortexStack unified finance platform

Unified view — every finance and operating system connected in one platform

∞ Systems Connected
9+ Ready-to-Deploy Tools
14 Weeks to Full Deployment
100% Client-Operated Post-Delivery
The Challenge

The Cost of Disconnected Finance

Most mid-market companies run five to twelve finance and operating systems simultaneously. The ERP handles the ledger. AP and AR live on separate platforms. The CRM is disconnected from billing. Contracts are tracked in spreadsheets. Payroll runs on its own. And every month, your team spends days pulling data from each system, reconciling it by hand, and assembling reports in Excel.

The result: your finance function is permanently reactive. Your CFO is building board decks manually instead of driving strategy. Your FP&A team is reconciling data instead of forecasting. KPI visibility is measured in days, not minutes. And when an investor, board member, or buyer asks a question, the answer takes a week to compile.

  • Spreadsheets bridging systems that don't talk to each other
  • Month-end close that takes 15–25 days instead of 5
  • Board reporting assembled by hand every cycle
  • No real-time visibility into cash position, AR aging, or pipeline health
  • Finance team spending 70% of time on data gathering, 30% on analysis
Before and after: disconnected systems vs. unified finance view

Before: siloed systems and manual reconciliation · After: one connected view with automated output

How It Works

Connects to Every System You Already Run

CortexStack doesn't replace your systems. It sits on top of them — connecting to every platform your finance and operations teams already use — and creates one unified view. Your data stays where it is. CortexStack reads it, reconciles it, and turns it into reporting and analysis your leadership team can act on immediately.

One Connection Layer — Every System Included

Every platform in your environment — whether it's a major ERP, a standalone AP tool, a CRM, or an internal communications platform — is connected through a single integration layer. CortexStack has pre-built connectors for the most common finance and operating systems, and custom connectors are built as part of every engagement.

The result: all of your financial and operational data is available in one place, normalized so the same customer or vendor is recognized across every system. No more exporting CSVs. No more reconciliation spreadsheets. No more waiting for someone to pull a report from a system only they have access to.

  • Pre-built connectors for major ERP, CRM, AP, AR, and payroll platforms
  • Custom connectors built for any system with a data export or interface
  • Same customer, vendor, or entity recognized across every connected system
  • Data stays in your systems — CortexStack reads it, doesn't move it
  • Updates flow through continuously — not a one-time data load
ERP AP / Accounts Payable AR / Accounts Receivable CRM Contract Management Payroll & HR Financial Reporting Procurement PSA / Project Systems Communications
CortexStack system connection diagram

Your existing systems → CortexStack connection layer → unified analysis and reporting

Your Existing Systems
Every platform your team already uses — connected, not replaced
ERP CRM AP Platform AR Platform Contracts Payroll PSA
↓ ↓ ↓ ↓ ↓
CortexStack Connection Layer
Reads data from every system, reconciles it, and creates one unified view
Unified Data View Cross-System Reconciliation Entity Recognition Continuous Updates
↓ ↓ ↓ ↓ ↓
What Your Team Sees
Real-time dashboards, automated reports, and answers to any question about your numbers
Live KPI Dashboards Cash Flow Forecasting Automated Board Packages Exception Alerts Plain-English Queries
What It Delivers

Analysis That Runs Itself — Across Every System at Once

Once all your systems are connected, CortexStack doesn't just display data — it analyzes it. Automatically. Across every connected platform simultaneously. The result is intelligence your team would never have time to produce manually — updated continuously and available the moment you need it.

CortexStack real-time KPI dashboard

Real-time financial command view — KPIs assembled and updated automatically across all connected systems

What Your Leadership Team Gets

Every one of these capabilities runs against the full picture — not a single system's data. That's the difference between CortexStack and the reporting your ERP already provides.

  • Error and Irregularity Detection — Catches mismatches between AP, AR, and ledger entries automatically. Flags duplicate payments, unusual vendor patterns, and process breaks before they become audit findings
  • Rolling Cash Forecasts — Builds forward cash projections from live AR aging, AP schedules, payroll commitments, and contractual obligations — updated daily, not monthly
  • Automated Reconciliation — Matches transactions across systems and queues the exceptions. Your team resolves what the platform can't — instead of reconciling everything by hand
  • Ask Questions in Plain English — "What's our net revenue retention by cohort this quarter?" CortexStack queries across every connected system and returns a structured answer with the underlying data
  • Live KPI Assembly — Operational and financial KPIs built automatically from source data — by segment, by period, by business unit. No manual data pulls
  • Board Package Generation — Financial narratives, supporting data, and formatted decks generated automatically — ready for board, investor, or lender review
Ready-to-Deploy Tools

Nine Core Instruments — Configured for Your Business

CortexStack is not a monolithic platform you spend a year implementing. It's a portfolio of focused, purpose-built tools — each addressing a specific finance or operating function. We deploy what you need, configured to the systems you run, in weeks rather than months.

CortexStack tool portfolio

CortexStack tool portfolio — each tool is pre-built and configured to your specific systems and requirements

01 KPI Command Dashboard

Live operational and financial KPIs from every connected system. Period-over-period comparisons, drill-down to source transactions, and separate views for management and board.

Replaces the manual KPI spreadsheet your team rebuilds every month. Updates automatically as data flows through connected systems.
CFO · CEO · Board
02 Management Reporting Engine

Automated financial statements, KPI narratives, variance analysis, and forward guidance — generated from live data and formatted to institutional standards.

Eliminates 5–10 days of manual report assembly each month. Output is investor-grade from day one.
CFO · Controller · FP&A
03 AP Intelligence Monitor

Full accounts payable visibility — duplicate payment detection, vendor concentration analysis, and payment timing optimization against your cash position.

Catches duplicate invoices, flags unusual vendor patterns, and optimizes payment timing to protect cash flow.
Controller · AP Manager · CFO
04 AR Aging Analyzer

Portfolio-level receivables health — collection probability scoring, DSO trends, and automated escalation workflows for at-risk accounts.

Identifies which receivables are likely to go delinquent before they do — and triggers collection workflows automatically.
Controller · AR Manager · CFO
05 Cash Flow Forecaster

Rolling 13-week and 12-month cash projections built from live AR, AP, payroll, and contractual commitments — with scenario modeling for different outcomes.

Your treasurer and CFO see where cash will be — not where it was. Updated daily from live system data, not quarterly from a static model.
CFO · Treasurer · CEO
06 Unit Economics Engine

Customer acquisition cost, lifetime value, and ROI analysis — synthesized from CRM, billing, and operational data by segment, channel, and cohort.

Answers the question investors always ask: "What are your unit economics?" — with data that ties directly to your CRM and financial systems.
CFO · VP Sales · CEO · Investors
07 Capacity Planning Console

Operational capacity modeled against revenue demand, staffing levels, and service delivery constraints — with financial impact quantified for every scenario.

Shows exactly when you need to hire, what happens to margins if you don't, and how capacity decisions flow through to profitability.
COO · CFO · VP Operations
08 Contract Intelligence

Financial terms extracted and monitored across your entire contract portfolio — renewal dates, pricing terms, escalation clauses, and revenue recognition triggers.

No more surprises from auto-renewals, missed escalations, or revenue recognition issues buried in contract language.
CFO · Legal · Controller
09 Reconciliation Engine

Automated cross-system transaction matching with exception identification, resolution queuing, and full audit trail. Cuts days from your month-end close.

Your team stops reconciling transactions manually and starts resolving only the exceptions the platform can't match on its own.
Controller · Accounting Manager
How We Deploy It

Four Phases — From Assessment to a Finance Function You Own

CortexStack engagements follow a defined path from initial assessment to a fully operational platform your team runs independently. The goal is not ongoing dependency — it's a permanent upgrade to how your finance function operates.

CortexStack four-phase deployment

Four-phase deployment: 14 weeks from first meeting to a finance function your team operates independently

01 Assess

We map every system your finance and operations teams use — what connects to what, where the manual work lives, and where the biggest gains are. The output is a clear picture of what to connect first and what tools to deploy.

Weeks 1–2
02 Connect

Pre-built and custom connectors are activated against your systems. Data begins flowing into the unified view. Entity recognition ensures the same customer, vendor, or employee is identified consistently across every platform.

Weeks 3–6
03 Activate

Selected tools are configured and deployed — dashboards, reporting, forecasting, reconciliation, or any combination. Automated analysis begins running against your live data. Your team sees results in real time.

Weeks 7–12
04 Operate

Full handoff to your team. Training, documentation, and support transition included. CortexStack is yours to operate — no recurring advisory dependency, no licensing lock-in. Your finance function is permanently elevated.

Weeks 13–14
Why It Works

What Makes This Different from Hiring a Consultant or Buying Software

Most advisory firms will assess your finance function and hand you a recommendation to buy software. Most software vendors will sell you a platform and leave you to implement it. CortexStack is neither — it's a pre-built platform deployed by advisors who understand both the technology and the finance function it serves.

01 Pre-Built, Not Proposed

CortexStack tools are not a project plan or a vendor recommendation. They're working instruments with tested connectors and proven output — ready to configure against your systems and deploy in weeks, not months or years.

02 Runs on Your Systems — Doesn't Replace Them

You keep your ERP. You keep your CRM. You keep your AP platform. CortexStack connects to what you have and creates value on top of it — no rip-and-replace, no multi-year migration, no business disruption.

03 You Own It — No Ongoing Dependency

At the end of the engagement, your team operates CortexStack independently. No recurring consulting fees, no mandatory support contracts, no vendor lock-in. The platform is yours and the value compounds from the day we hand it over.

Start the Conversation

Ready to See What Your Finance Function Could Be?

CortexStack is deployed through a Holding Advisory engagement — assessment, connection, tool configuration, and full handoff to your team included. The result is a permanently upgraded finance function that your organization operates independently.

Discuss an Engagement