Every portfolio company.
One portfolio view.
Keboola unifies every portfolio company’s ERP and chart of accounts into one governed, exit-ready view — every roll-up figure traceable to its source journal entry.
8 wks
To unified portfolio visibility
Every
Roll-up figure traceable to a source journal entry
Zero
ERPs replaced across the portfolio
Day 1
Audit trail built in, not retrofitted pre-exit
The Problem
The monthly roll-up arrives in 15 formats
Each portco reports from its own ERP, in its own format, on its own close calendar. The Operating Partner’s finance team spends the first two weeks of every month reconciling instead of comparing — chasing spreadsheets, not value creation. By the time the pack reaches the investment committee, it’s stale.
Every acquisition resets the data integration problem from zero
A new platform or add-on arrives with its own ERP, its own chart of accounts, and intercompany positions nobody has mapped. The value creation plan assumes baseline numbers that don’t exist yet. The 100-day plan stalls on data the new portco can’t yet produce.
Exit-readiness requires financial data that was never built for a buyer’s data room
Buyers want every figure in a glass box — drill from the data-room summary to the GL entry that produced it, with consistent metric definitions across the portfolio, from day one of ownership. Most PE-backed finance functions can’t produce this without a 6-month pre-exit remediation project.
What Keboola does
Step 01
Unified portfolio visibility in 8–12 weeks — without replacing a single ERP
Keboola connects to every portco’s ERP — SAP, Oracle, NetSuite, Dynamics, local systems — and adds one governed layer on top. No submission templates for portcos, nothing replaced. Financial reporting builds from the journal entries up, so portfolio monitoring is continuous, not cyclical. The operating partner walks into the 100-day review with a consolidated view already live.
Step 02
A templated playbook that makes every next acquisition faster
The unified chart of accounts built for the first portco becomes the template for every add-on — account mappings and metric definitions carry over. Onboarding a new entity becomes a mapping exercise, not a rebuild: 8 weeks instead of the 6–9 months a from-scratch integration takes. Integration speed compounds with every deal.
Step 03
Exit-ready financials with full audit trail — built in from day one
Drill from the LP pack down to the source GL entry behind any figure. Always-on Monitoring Agents — configurable per portfolio, like a budget-drift watch ahead of the close — run on the same governed layer, and every chart-of-accounts change lands in a live audit feed an auditor can reconstruct. When a buyer’s diligence team asks where a number came from, the answer is in the platform — not in someone’s inbox.
Step 04
One business glossary across every portfolio company
Revenue, EBITDA, working capital — defined once in a governed business glossary, enforced across every entity. When anyone, including Kai, queries portfolio performance, the answer uses the same governed definitions and shows its lineage. 15 portfolio companies stops meaning 15 different definitions of EBITDA.
From the field
AJ Chandra
Global Director of Data Services, Evans Network of Companies
Results
What PE Operating Partners and portfolio CFOs
achieve with Keboola.
8 wks
to first consolidated reporting pack — P3 Logistic Parks: 14 systems, 11 countries
70%
less FP&A time on reporting — Home Credit, 9 countries
Zero
ERP replacements required across the portfolio
Full
audit trail from LP pack to portfolio company GL entry
FAQs
Questions PE buyers ask.
Does Keboola replace our consolidation tool, or feed it?
It feeds it — or replaces the manual roll-up in front of it; your call. Keboola consolidates the data layer: journal-entry-level data from every portco ERP, harmonized onto one chart of accounts, traceable to source. You can keep LucaNet, Board, or your existing consolidation tool on top and feed it cleaner inputs, or run portfolio reporting straight from the governed layer. Accounting consolidation steps like eliminations and FX translation stay in your existing process.
What do we need from each portfolio company to get started?
Read-only access to each portco's ERP or accounting system — API credentials or scheduled extracts — plus one person who knows its chart of accounts. No submission templates, no process changes for the portco finance team. The first entities typically connect within days; portfolio-wide visibility lands in 8–12 weeks.
Do portfolio companies have to change their ERP or close process?
No. Zero ERPs are replaced — Keboola adds one governed data layer on top of SAP, Oracle, NetSuite, Dynamics, or local systems, and each portco keeps closing exactly as it does today.
How long does onboarding an add-on acquisition take?
Around 8 weeks, versus the 6–9 months a from-scratch integration takes. The unified chart of accounts from your first portco is the template: account mappings and metric definitions carry over, so a new entity is a mapping exercise, not a rebuild.
How is an engagement priced and structured?
Scope follows your portfolio — entity count and number of source systems drive it, not seat licenses. Bring both to a 30-minute demo and you leave with a concrete scope and timeline. No commitment required.
CFOs Whitepaper
CFO Blind Spots: What Scattered Data Is
Costing You in 2026
Your Numbers Are Everywhere. Your Board Wants One Answer.
Resources for CFOs
Insights & conversations
for finance leaders.
Whitepapers, ebooks, implementation playbooks — and conversations with finance leaders operating in multi-entity, PE-backed, and post-acquisition environments.
See it with your portfolio structure.
30-minute demo. Bring your entity count and ERP mix — we've handled messier. No commitment · No ERP replacement required · First value in 8 weeks · Every figure traceable to its source journal entry.