When it comes to managing their financial data, private equity firms face a unique set of challenges. Portfolio investments operate independently on their own ERP system, with a distinct data format in the chart of accounts. Traditionally, there are a series of handoffs between the portfolio CFO and the private equity team. Each party manually manipulates an ERP export in Excel to gain an understanding of portfolio performance. This legacy process is error-prone, time-intensive, and difficult to aggregate into a portfolio-wide reporting package.