For private equity sponsors
Basis points you can evidence, across the portfolio.
Two zero-day scans on two portfolio companies in parallel, then a free Proof of Value at each on an agreed scope, and two findings reports to compare.
Published 12 October 2026
01The platform
The platform, in the order you meet it.
Bring the company with the newest CFO and the company with the most recent add-on, their systems and their CFOs. Each CFO approves their own engagement; the sponsor recommends.
- 01
Two companies
The newest CFO and the most recent add-on; each CFO approves their own engagement.
- 02
Read-only connect
NetSuite, Dynamics 365, QuickBooks, Stripe, the banks and documents, connected read-only with each team. Source data stays unchanged.
- 03
Zero-day scan
100% of in-scope transactions at each company, with initial findings and the evidence behind them.
- 04
Proof of Value
Free at each company, on an agreed scope and a limited period of data, ending in a walkthrough of the findings.
- 05
Two reports
Compared by category, with value identified and value recovered kept apart at each company.
02Articles
Read one part at a time.
- Private equity / 01
Start portfolio company finance with two scans
Two zero-day scans on two portfolio companies in parallel, each followed by a free Proof of Value on an agreed scope.
- Private equity / 02
The add-on problem
After close, an add-on keeps its own QuickBooks, its own bank accounts and its own AP clerk, and the platform sees a trial balance once a month.
- Private equity / 03
The honesty ratio and the control story
Rever keeps identified and recovered value in separate columns and reports the ratio between them, value recovered divided by value found.
- Private equity / 04
The portfolio month, company by company
A leak the scan found recurs until someone fixes its cause, so the agents keep working each company's month after the Proof of Value.
03From the CFO pack
From the CFO pack.
- From the CFO pack
The zero-day scan, and what an accounts payable recovery audit leaves out
An accounts payable recovery audit looks back at paid invoices for money you are owed. Rever's zero-day scan checks the connected records themselves, and your team approves any claim.
- From the CFO pack
Fifteen AI agents for finance, and what each may do
Rever's roster of AI agents for finance in five work groups: what each one owns, and what stays with your team.
- From the CFO pack
Audit readiness, continuous: what Evidence hands the auditor
Audit readiness as a standing condition: support kept with the work as it happens, and a PBC list your records already answer.
- From the CFO pack
The 13-week cash flow, built from reconciled records
What a 13 week cash flow forecast is, who owns it and what breaks it, and how Cash Pilot builds Rever's 13-week cash forecast from reconciled records.
04Tools and references
Tools and references.
- Tools and references
BlackLine, FloQast and Rever: which job each one does
BlackLine competitors and FloQast competitors on one table, from what each vendor publishes, with the cases where a close suite is the better buy.
- Tools and references
The cost of an exception
Hours and dollars your team spends handling exceptions, per month and per year, on your own volumes, minutes and hourly cost.
- Tools and references
Finance operations glossary
The words finance teams use for close, reconciliation, payables, receivables, cash and controls, with the Rever term each one maps to.
- Tools and references
Rever and your banks
Bank activity read over read-only connections and tied to your books by agents, with every correction and payment decision left to your team.
- Tools and references
Rever and Dynamics 365
Fifteen finance agents on your Dynamics 365 records over a read-only connection, with approved entries handed back as an import file your team loads.
- Tools and references
Rever and NetSuite
NetSuite AI agents that read your account over a read-only connection, check the in-scope transactions and bring findings to your team for approval.
- Tools and references
Rever and QuickBooks
QuickBooks read-only access for fifteen finance agents, with your source data unchanged and approved entries handed back as a .qbo file your team loads.
- Tools and references
Rever and Stripe
Stripe activity reconciled from gross sales to the bank and the ledger, by agents on a read-only connection, with each correction approved by your team.
- Tools and references
Finance AI use policy template
An AI usage policy template a finance team can adopt before any AI agent touches its books: the duties agents may carry, the data they may read, the approvals they need and the review that keeps them honest.
- Tools and references
Balance sheet reconciliation template
A balance sheet reconciliation template with the supporting source, the usual reconciling items and the preparer and reviewer for each account.
- Tools and references
Bank reconciliation template
A bank reconciliation template that brings the bank side and the book side to one adjusted balance, with a worked example and the steps a reviewer checks.
- Tools and references
Year-end close checklist
A year end close checklist with a preparer, a reviewer and the evidence for each line, and the agent that can carry the work where Rever runs.
05Prepare for the scan
Prepare for the scan.
A worksheet for the people who will read the findings report. It is an editorial aid, not a product screen.
06FAQ
Before the scan.
Does the add-on need to be on the platform's ERP first?
No. Rever connects read-only to NetSuite, Dynamics 365, QuickBooks, Stripe and the banks, so an add-on can be scanned on its own QuickBooks before consolidation. Rever never writes to the company's systems, and only approved work leaves Rever. When the entities come together, Enterprise adds multi-entity, multi-ERP consolidation through the Console.
Who approves the engagement, the sponsor or the CFO?
Each portfolio company CFO approves their own engagement, and an authorised approver at the company signs each claim and financial action. The sponsor recommends the two companies and reads the two findings reports. The person who owns the ledger stays the person who said yes, which is what the next buyer's QoE provider will look for.
What does the sponsor see across the two companies?
Two findings reports in the same shape, compared by category, each keeping value identified apart from value recovered, with its own honesty ratio: value recovered divided by value found. Enterprise adds multi-entity, multi-ERP consolidation through the Console, self-host or private cloud, and SSO and SCIM. Each company keeps its own profile, SOPs and approvals.
What does a QoE provider get at exit?
Numbers that drill down to the finding, the Inbox decision, the workpaper, the record and the verified outcome. Evidence assembles traceable evidence packs, and Auditor tests each agent's procedures and states what it could not test. SOC 2 Type II, ISO/IEC 27001:2022 and a security pack with the data-processing terms are available on request.
Is there a version for the portfolio CFO?
Yes. Explore Rever, the CFO pack, walks a CFO through the platform from the systems to the month after the scan. Send it to the two CFOs before the first call.
Two scans, in parallel.
Bring the company with the newest CFO and the company with the most recent add-on, their systems and their CFOs. Each CFO approves their own engagement; the sponsor recommends.