Multi-Entity Financial Intelligence
$28.7M trust + two operating companies, one automated weekly briefing
Live in production · Operated by Altaurux
The challenge
A founder managing a real estate trust and two operating companies generating $3–4M in annual revenue was reviewing financial performance by hand, pulling numbers from QuickBooks across three separate entities every week and stitching them into a picture of what was actually happening. It worked, but it consumed hours that should have gone toward running the business.
What we built
We built an automated system that pulls live QuickBooks data across all three entities, runs AI-generated P&L analysis, flags line items that moved more than 50% week-over-week, and surfaces cash-flow risks before they become problems. Every Saturday morning, a boardroom-ready summary is delivered automatically, no manual pull, no manual analysis, no spreadsheet stitching.
Key Outcome
$28.7M trust + two operating companies, one automated weekly briefing
Technologies used
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