Case Study: Aequitas Capital Management achieves 90% faster reporting and consolidation of 27 entities with Binary Stream's Multi-Entity Management

Aequitas Capital Management Upgrades to Streamline Multi-Entity Processes

Aequitas Capital Management, an alternative investment firm serving the midmarket, healthcare and energy sectors, had outgrown QuickBooks while managing 27 separate legal entities and increasingly complex reporting and security requirements. After evaluating ERP options the company selected Microsoft Dynamics GP with Binary Stream’s Multi-Entity Management to address multi-entity consolidation, shared master files and tighter access controls.

Binary Stream implemented its Multi-Entity Management within Microsoft Dynamics GP to consolidate entities, enable shared vendor/customer master files and enforce facility-level security; as a result Aequitas reduced its database footprint from 27 to four and cut reporting time by about 90% (year-end reporting that once took 20–28 days now completes in minutes), while lowering database administrative costs and streamlining vendor processing.

Aequitas Capital Management

Darren Olsen

Treasurer