CapabilitiesERP Actuals
Know whether the deal is delivering.
Sherpa compares ERP actuals with the deal model and value creation plan. See what's ahead, what's behind, and where the investment thesis is moving off plan, while there's still time to act.
ERP Actuals
What's included.
Connects to your ERP
NetSuite, SAP S/4HANA, Microsoft Dynamics 365, QuickBooks and Sage Intacct.
Comparable across companies
Set up each company's accounts once, and revenue means the same thing across the portfolio.
Actual, budget, model
Revenue, margin, EBITDA and net income next to budget and the deal model.
Where the gap is
Variance by line, by period and by company.
Unusual movements flagged
Numbers that don't look like the business get flagged for a person to check.
Initiatives measured in dollars
Value creation tracked against real numbers, not self-reported progress.
Fund and firm totals
Company numbers add up to fund and firm without a spreadsheet in between.
Scoped, encrypted access
Each ERP connection belongs to one company, and credentials are stored encrypted.
How it connects
From what you paid for to what arrived.
Project tools stop at the task. Sherpa follows the deal case all the way to the ledger.
- Deal modelWhat you paid for
- InitiativeHow you'll get it
- ERP actualWhat arrived
- VarianceThe gap
- ActionIn an owner's queue
One company or the whole fund.
See the gap for one company, or for the whole fund. A variance that matters becomes a task for its owner, with the numbers attached.
Working alongside you
Warren watches the numbers with your CFO and flags what needs attention. Henry does the same for the firm, across every company you own.
Part of the whole deal
Nothing starts from scratch. Nothing gets left behind.
Before
Initiatives and the deal model behind them.
After
Board packs, portfolio monitoring and earn-out periods.
Running a different ERP? See integrations or tell us in the demo.