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.
Between reporting cycles, the PE sponsor had no visibility into how the business was actually performing. Leadership was making decisions on data that was weeks old, and the CFO was burning senior hours on work that should have been automated. When the sponsor asked for an updated view mid-month, it meant another two days of manual extraction. The trigger was a board meeting where actuals were materially off from what the monthly pack had shown, and nobody had seen it coming.
Pluto AI built an automated management-reporting system for a PE-backed distributor, pulling live data from the company's ERP, CRM, and operations platforms into a single dashboard. The board pack auto-generates on a set cadence, and KPI alerts fire when revenue, margin, fulfillment, or headcount costs deviate from plan, all on existing infrastructure with a lightweight reporting layer.
Month-end board pack production time, every month
PE sponsor visibility into portfolio KPIs between board meetings, replacing a monthly snapshot
Time from kickoff to full production deployment, fixed fee
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