Case Study: Carlyle automates accounting and financial reporting with Persistent Systems and Appian

Automating real-time accounting and monthly financial reporting for a global investment firm

Carlyle, a global investment firm, needed to support complex accounting models and reporting across its business, but was constrained by partially automated processes, disjointed data systems, and inefficient workflows. Persistent Systems partnered with Carlyle to address these challenges using Appian to improve accounting operations and monthly financial reporting.

Persistent Systems worked with Carlyle’s business and technical teams to design and deliver scalable applications, integrating systems into a consistent ecosystem and improving visibility, collaboration, and process efficiency. The solution helped Carlyle accelerate business processes and create more robust accounting and reporting workflows, with the company noting that Persistent delivered applications on time and aligned closely with its vision.

Carlyle

Jaymie Tetreault,

Associate Vice President