Consero, a US-based finance-as-a-service (FaaS) provider, runs outsourced accounting, reporting, and financial operations for a roster of client companies. The firm earned its reputation as a high-touch, white-glove services provider, and demand for that model was growing. Delivering on it, client by client, meant its own back office ran on a patchwork of fragmented tools.
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Every new client added another point tool to a stack that could not talk to itself: one system for reconciliation, another for reporting, and another for client communication. Account managers absorbed the gap by hand, re-entering data, chasing exceptions, and stitching together updates one client at a time.
The labor hiding between those systems set a rigid ceiling on how many accounts one person could run. So, every new client required additional headcount and added overhead before the margin. Consero needed a way to keep growing revenue without increasing cost at the same rate.
The realistic alternative was a sixth-point tool bolted onto a stack that five tools had already failed to fix. Consero required one purpose-built platform built around how it delivers the service: intake, reconciliation, exception review, and client reporting as a single workflow.
thinkbridge worked with the Consero team to understand and discover automation and AI-assisted opportunities within their existing workflow using the thinkOne methdology. Once the AI assessment finished, we designed and built one delivery platform in place of the old tool stack. The platform automated the repetitive parts of the job: invoice processing, reconciliations, and routine reporting.
AI-driven exception review now routed staff attention to the anomalies that required a judgement call. Real-time dashboards gave the firm's internal team and clients a shared, current view of the numbers, replacing the periodic manual updates the old model ran on.
The new platform closed the gap between growth and cost that the old stack had created, in compliance with Consero's own way of working.
40% revenue increase. Achieved without corresponding growth in overhead, so the additional revenue reached the bottom line instead of funding new hires.
30% improvement in EBITDA.
Account managers' span of control doubled. From 4 accounts to 8, freeing capacity for new client wins without new hires.
Every new client added another point tool to a stack that could not talk to itself: one system for reconciliation, another for reporting, another for client communication. Account managers absorbed the gap by hand, re-entering data, chasing exceptions, and stitching together updates one client at a time.
The labor hiding between those systems set a hard ceiling on how many accounts one person could run. Every added client added headcount and overhead before it added margin, and the firm needed a way to grow revenue without growing cost at the same rate.
The realistic alternative was a sixth point tool bolted onto a stack that five tools had already failed to fix. The firm required one platform built around how it delivers the service: intake, reconciliation, exception review, and client reporting as a single flow.
That kind of system around a client's own operations is the thinkOne solution.
Production stage, thinkOne primary, thinkAI ancillary. thinkbridge and the firm's own team designed and built one delivery platform in place of the old tool stack. The platform automated the repetitive parts of the job: invoice processing, reconciliations, and routine reporting.
AI-driven exception review then routed staff attention to the anomalies that required a judgment call. Real-time dashboards gave the firm's internal team and its own clients a shared, current view of the numbers, replacing the periodic manual updates the old model ran on.
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