Context
A private equity fund acquired 10 companies in different LATAM markets. Each company had its own ERP, chart of accounts, supplier base, and AP workflow.
The challenge
Operational complexity
Standardizing everything immediately would have disrupted local teams.
Fund constraints
The fund needed visibility quickly, without launching a large ERP transformation.
Information urgency
Leadership needed reliable spend, supplier, and cash-flow data within the first month.
The solution
Weeks 1-2: Frictionless connection
Cedalio connected document sources, finance mailboxes, folders, and available ERP exports.
Weeks 2-3: Intelligent processing
AI agents extracted invoice data, normalized suppliers, categorized spend, and detected duplicates.
Weeks 3-4: Dashboards and analysis
The fund received consolidated dashboards by company, supplier, category, and currency.
Results
Visibility in 30 days
Leadership had a consolidated view without forcing operational change.
$340K in synergies identified
The team found overlapping suppliers, duplicate services, and renegotiation opportunities.
Zero operational disruption
Local companies kept their current systems and processes during the first phase.
Detection of hidden issues
Duplicate payments, missing contracts, and unusual spend patterns surfaced quickly.
Lessons learned
1. Visibility does not require control
You can understand the portfolio before standardizing it.
2. Quick wins build credibility
Early savings make the transformation easier to support.
3. Respecting local autonomy accelerates adoption
Teams cooperate faster when the system helps instead of replacing their process overnight.
Next phase
With visibility in place, the fund can decide where to standardize workflows, consolidate suppliers, and improve controls.
Are you integrating companies or need portfolio visibility?
Book a demo to see how Cedalio creates a finance visibility layer across multiple companies.