An e-commerce software company with about $90 million of ARR tracked retention in finance, but revenue lived in NetSuite, cohorts and renewals in Salesforce, usage on.
Reporting assembled by hand from multiple systems
12 companies have fixed this with AI, most of them in Manufacturing & Industrial, Construction & Engineering and Media & Entertainment. 6 of the 8 that disclosed a timeline were live inside two months; the longest took 6–12 months. 4 disclosed cost: from under $25K to $250K – $500K, most often $25K – $100K. Built mostly as data synthesis & reporting, decision support & scoring and process automation, on Microsoft Excel, Claude (Anthropic) and Python. 11 builders in the Pluris network have done it.
Solutions
12 on fileS. enterprise, manages direct and indirect tax across multiple jurisdictions.
Relay Fire & Life Safety, a fire protection and life safety services company, ran finance on Sage and field operations on ServiceTrade, and the two had never been joined.
Ceres Environmental, a founder-owned environmental and disaster recovery company started in 1976, had accumulated fifty years of operational history: millions of.
The business ran on several systems that didn't talk to each other.
The facility relied on manual spreadsheets for daily plant data, with no shift-level visibility into operational efficiency.
The operator's month-end close ran on spreadsheets and manual reconciliation across a complex stack of supplier integrations and layered revenue-allocation rules.
The firm ran on fragmented systems: property management software for asset tracking, Excel for finance rollups, PowerPoint for investor reports, and email for deal.
Performance data was fragmented across marketing, sales, and customer touchpoints, leaving the publisher without unified visibility into how the business was doing.
The finance team was spending three to four days every month manually pulling data from three separate systems, ERP, CRM, and ops, to produce the board pack.
Month-end close at most finance functions is a manual, people-intensive process with no memory, no self-correction, and no leverage.
A PE-backed manufacturer's new COO was spending almost half his week in Excel.