Case study · From the Pluris libraryReceipt no. 0156
What sucked
PMs, analysts, and admins across a multi-company portfolio needed consolidated financial answers without writing SQL or wrangling Excel.
Data sat in isolated silos across companies, requiring strict access boundaries while still needing unified reporting.
What they built
Embedded as a cross-portfolio delivery partner, Tensile shipped per-company financial dashboards and apps across a family office's holdings and designed a natural-language query layer for conversational reporting over consolidated financials, with company-level scoping, role-based access, and audit trails built in from the start.
What changed
Conversational reporting
A natural-language query layer lets users get consolidated financial answers without SQL or Excel.
Per-company apps delivered
Multiple per-company financial apps were delivered or in UAT across the portfolio.
Access boundaries preserved
Company-level scoping and role-based access ensure consolidation never crosses access limits.
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