Private Equity - Expense Analysis

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US based private equity firm managing $10b+ in funds.


CFO did not trust the analysis of their expenses with each vendor. Analysis was being produced by an antiquated Access database and manual data manipulation.


Transparent, automated solution, consistent with the knowledge of subject matter experts. 80% reduction in manual effort.

This case study focuses on a US based private equity firm that used SolveXia's automated solution to solve its expense reduction and analysis problem.

Key metrics:

  • Prototype created within 1 week.
  • Full automation delivered 1 month.
  • Automation of around 40 business rules and logic steps.
  • Handles data for 450+ vendors and over 20 expense categories.
  • Over 270,000 different combinations of expenses able to be analysed.
  • 80% reduction in manual rework (due to automated deal identification).
  • Manual effort reduced from 1 day down to a couple of hours.

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