01
Siloed Systems
The combined business continues operating across disconnected ERP, CRM, financial, and operational platforms.
For M&A teams
Turn Post-Merger Complexity into One Connected Business.
Connect and harmonize systems, charts of accounts, customer records, and operational data across acquired companies to accelerate integration, improve visibility, and capture deal value sooner.
- Connect the systems both companies already run
- Harmonize charts of accounts and customer records
- See consolidated performance before full migration
- Track synergies against the deal model
Accelerate post-merger integration by harmonizing systems, financial structures, and customer data on one connected foundation.
Genius · Post-Merger IntegrationLive
Acquiring Company
- NetSuite ERP
- Salesforce CRM
- Chart of accounts A
- Customer master A
Acquired Company
- QuickBooks ERP
- HubSpot CRM
- Chart of accounts B
- Customer master B
Genius
Core
Core
One connected business
Unified Financial Model
Consolidated Customer View
Connected Operations
Combined Business Dashboard
Integration progress
18 of 28 integration milestones complete.
The integration gap
The Deal Closes. The Data Remains Divided.
After a transaction closes, teams still need to reconcile different systems, financial structures, customer records, reporting definitions, and operating processes before they can see the combined business clearly.
02
Incompatible Charts of Accounts
Different account structures and financial definitions make consolidated reporting difficult.
03
Duplicate Customer Records
Customer information is fragmented across platforms, entities, and sales teams.
04
Inconsistent KPIs
Each company calculates and reports performance differently.
05
Limited Day-One Visibility
Leadership lacks a reliable view of consolidated performance after close.
06
Manual Reconciliation
Integration teams depend on spreadsheets and recurring manual adjustments.
Legal integration can happen in a day. Operational and data integration often takes much longer.
Connect before you replace
Create a Unified View Without Waiting for Full System Migration.
Genius connects the existing technology environments of both companies and creates a common data foundation while longer-term system decisions are still being evaluated.
Source environments
- ERP and accounting systems
- CRM platforms
- Customer databases
- Operational applications
- Project management systems
- HR and workforce systems
- Spreadsheets
- Internal applications
- APIs
Genius data foundation
- Connected data sources
- Centralized data lake
- AI-assisted transformation
- Entity and account mapping
- Customer record matching
- Governed metric definitions
- Data validation
- Source-level traceability
Combined business view
- Consolidated financial reporting
- Unified customer view
- Combined operational metrics
- Cross-entity analytics
- Integration progress
- Synergy tracking
- Executive reporting
Connect the businesses now. Make long-term system decisions with better information.
From close to one connected business
A Structured Data Journey for Post-Merger Integration.
- 01
Connect
Connect the existing systems used across both businesses.
- 02
Centralize
Bring financial, customer, commercial, and operational data into one governed environment.
- 03
Harmonize
Map accounts, entities, customer records, products, business units, and reporting periods.
- 04
Validate
Review mappings, calculations, business rules, duplicates, and consolidated results.
- 05
Analyze
Create combined dashboards for financial, commercial, and operational performance.
- 06
Track value
Monitor integration progress, synergies, risks, and deal-value realization.
Move from two disconnected companies to one decision-ready view.
System harmonization
Bring Different Technology Environments Together.
Connect systems across the acquiring and acquired businesses without requiring an immediate platform replacement.
Acquiring company
- NetSuite
- Microsoft SQL Server
- Internal Applications
Genius data foundation
- General ledger
- Trial balance
- AP and AR
- Budget and plan
Acquired company
- QuickBooks
- Excel
- PostgreSQL
Combined outputs
Unified Financial Reporting
Consolidated Customer Records
Combined Sales Pipeline
Operational Performance
Workforce Visibility
Different systems can support one connected view of the combined business.
Financial standardization
Turn Different Charts of Accounts into One Financial Model.
Map different account structures, naming conventions, entity hierarchies, and financial definitions into a standardized model for consolidated reporting.
Account mapping workspace
Source accounts
Mapped
6/10
Unmapped
1
Adjustments
4 posted
Mapping engine
Product Revenue
→ Revenue
Direct mapping · revenue recognition rule R-104
Mapping confidence 98%
- Entities: Northline Industrial, Northline EU
- Validation: Validated · reconciled to trial balance
- Source traceability: Acquiring ledger · line-level lineage retained
- Intercompany eliminations applied at consolidation
Common financial model
- Revenue
- Cost of Revenue
- Gross Profit
- Operating Expenses
- EBITDA
- Working Capital
- Cash Flow
Standardize consolidated reporting while preserving every company's original financial detail.
Unified customer data
Create One Trusted Customer View Across the Combined Business.
Identify duplicate and related customer records across CRM, ERP, billing, and operational systems while preserving source-level information.
Candidate records
Matching signals
Company nameDomainBilling addressContact informationTax identifierParent organizationTransaction history
Golden customer record
Acme Manufacturing LLC
Parent company: Acme Holdings
Combined revenue
$6.5M
Open opportunities
6
Accounts receivable
$1.16M
Match confidence
91%
Products purchased: Industrial controls, service contracts, spare parts
Primary contacts: J. Whitfield (Ops), M. Álvarez (Finance)
Source systems: Salesforce, HubSpot, QuickBooks
AI-assisted matching complete · awaiting review.
Understand the complete customer relationship across both businesses.
Day-one to long-term visibility
See the Combined Business Before Every System Is Consolidated.
Create a connected executive view across financial, commercial, operational, customer, and workforce performance.
Combined Revenue
$125.2M
+4.8% vs baseline
EBITDA
$22.9M
+2.1% vs plan
EBITDA Margin
18.3%
+40 bps vs plan
Gross Margin
43.1%
+60 bps
Cash Flow
$11.5M
+$0.7M vs plan
Working Capital
$26.3M
-1.4% vs prior
Customer Retention
94.6%
Stable post-close
Sales Pipeline
$215.4M
+8.3% coverage
Integration Progress
63%
18 of 28 milestones
Realized Synergies
$3.7M
of $8.4M target
EBITDA trend · actual vs. integration plan
$MRevenue by entity
Northline Industrial62%
Northline EU18%
Vertex Systems20%
Customer Overlap
12%
of the consolidated customer base
Revenue Concentration
Top 10 = 34%
combined revenue exposure
Cross-Sell Opportunities
128
accounts with product gaps
Working Capital Movement
-$1.2M
cash released since close
Integration Milestones
18 / 28
completed
Synergy Realization
44%
of annualized target
Data Readiness
87%
sources validated
AI insight
Combined revenue is 4.8% above the integration baseline.
One connected view for the business you acquired and the business you are building.
From integration to value creation
Connect Integration Initiatives to Measurable Deal Value.
Track planned synergies, integration milestones, owners, realized impact, and underlying business metrics in one connected view.
Total Synergy Target
$8.4M
Realized Synergies
$3.7M
Forecast Synergies
$7.6M
Active Initiatives
12
On-Track Initiatives
9
At-Risk Initiatives
3
Initiative detail
Vendor Consolidation
Consolidate overlapping vendor contracts across both businesses into single agreements.
Owner
Procurement Lead
Target
$1.8M annual savings
Realized impact
$920K
Status
On Track
Linked metrics: Procurement spend, Vendor count, Operating Expenses
Milestones
- Spend baseline complete
- Top 40 vendors renegotiated
- Contract migration in progress
Recent update: Nine duplicate contracts consolidated this month with pricing aligned to acquiring terms.
Risks: Two logistics contracts carry early-termination penalties.
Next action: Finalize logistics category negotiation and confirm savings recognition schedule.
Track not only whether integration is progressing, but whether it is creating the expected value.
Integration management
Focus the Integration Team on What Needs Attention.
Monitor data readiness, system connections, financial mappings, customer matching, reporting gaps, integration milestones, and emerging risks.
System Connection Status
24 / 26 connected
Data Refresh Status
22 fresh · 2 delayed
Chart of Accounts Mapping
88% mapped
Customer Matching Progress
91% matched
KPI Validation
37 of 40 approved
Dashboard Readiness
9 of 11 live
Integration Milestones
18 of 28 complete
Synergy Progress
44% realized
Open Risks
6 open · 2 high
Assigned Actions
31 assigned
HighFinance · Acquired · Finance Integration Lead
17 financial accounts require mapping review.
HighCommercial · Combined · Commercial Integration Lead
Customer matching confidence is below threshold for 84 records.
MediumIT and Data · Acquired · Data Platform Lead
The acquired company's CRM data has not refreshed in four days.
MediumFinance · Combined · CFO
Working capital synergy is below the current milestone.
LowOperations · Combined · Operations Lead
Three operational KPI definitions remain unapproved.
HighFinance · Combined · Controller
Intercompany transaction rules require validation.
Filters applied to the live integration queue.
A more connected approach
Move Beyond Spreadsheet-Driven Integration.
Traditional post-merger integration
- Request files from separate teams
- Reconcile systems manually
- Rebuild financial consolidations
- Match customer records in spreadsheets
- Maintain separate KPI definitions
- Wait for system migration to gain visibility
- Track integration progress separately from performance
- Create recurring reports manually
Disconnected systemsManual reconciliationDelayed visibility
Genius connected foundation
- Connect directly to existing systems
- Centralize information in one governed environment
- Create reusable financial mappings
- Harmonize customer records across sources
- Apply governed KPI definitions
- Build combined visibility before complete migration
- Connect integration actions to business outcomes
- Refresh dashboards and reports from trusted data
Connected dataHarmonized modelsCombined analyticsValue capture
Integration becomes easier to manage when the data tells one consistent story.
One foundation. Multiple workstreams.
Give Every Integration Leader the View They Need.
M&A Leadership
Deal thesis, integration progress, material risks, value capture, and executive attention points.
Recommended dashboard
Deal Value Realization Overview
Integration status
63% integrated · value capture on plan
Priority metrics
- Realized synergies
- Integration progress
- EBITDA vs. deal model
Active alerts
- Back-office integration flagged at risk
- Working capital synergy behind milestone
Suggested report
Monthly deal-value summary for the investment committee
M&A data capabilities
Everything You Need to Create One Connected Business.
Multi-System Data Integration
System Harmonization
Connect ERP, CRM, and operational platforms across both businesses without a migration.
Chart of Accounts Harmonization
Map different account structures into one consolidated financial model.
Customer Record Matching
Unified Customer View
Resolve duplicate records into a governed golden customer across all sources.
Entity Consolidation
Unified KPI Definitions
Combined Business Analytics
Analyze financial, commercial, and operational performance across entities.
Combined Business Dashboards
Financial Consolidation
Intercompany Eliminations
Customer Overlap Analysis
Synergy Tracking
Link integration initiatives to realized financial impact.
Integration Milestones
Data Quality Monitoring
Source-Level Traceability
Cross-Entity Analytics
Integration Alerts
AI-Powered Insights
Executive Reporting
Role-Based Access
Turn Two Businesses into One Connected Operating View.
Harmonize systems, financial structures, customer records, and performance data to accelerate post-merger integration and create visibility across the combined business.
ConnectHarmonizeConsolidateIntegrateCapture Value
One connected data foundation for post-merger integration and value creation.