Post-merger integration (PMI) is where deal value is either captured or lost. Too often, the promise of “synergies” evaporates because tracking is manual, retrospective, and disconnected from the General Ledger. Finance leaders frequently discover missed savings targets quarters after the fact, when it is too late to course-correct. This “value drift” occurs because validating complex synergies—like redundant contract cancellations—requires tedious manual reconciliation between the original deal model and thousands of ERP line items.

The Synergy Tracker Agent closes this loop by automating the audit of value capture. It ingests monthly financial data from the ERP (e.g., SAP, Oracle) and rigorously compares it against the specific synergy targets defined in the deal thesis (e.g., “Cancel Legacy Oracle Contract by Sept 1st”). When a discrepancy arises—such as a $40k variance due to a missed cancellation—the agent instantly flags the root cause (e.g., “Invoice [INV-12345] still active”) and proactively alerts the Integration Leader via Teams or Slack with a specific recommendation to stop payment.

• Value Leakage: prevents the erosion of deal value by instantly identifying when actual spending deviates from projected synergy savings.
• Reporting Lag: Eliminates the weeks-long delay of manual monthly close analysis, providing near real-time visibility into integration performance.
• Data Disconnect: Bridges the gap between high-level Excel deal models and ground-level ERP transaction data.
• Root Cause Obscurity: shifts the conversation from “We missed the number” to “Here is the specific invoice causing the miss,” enabling immediate action.
• PMI Fatigue: Reduces the administrative burden on integration teams, allowing them to focus on cultural and operational alignment rather than spreadsheet reconciliation

• Guaranteed Realization: Maximizes the probability of hitting 100% of synergy targets by making accountability automated and inescapable.
• Actionable Intelligence: Delivers “push” notifications that not only highlight problems but identify the specific transaction or contract at fault.
• Financial Discipline: Enforces rigorous cost control during the chaotic integration phase by automatically auditing spend against the deal thesis.
• Transparency: Provides a single source of truth for deal performance, accessible via simple natural language questions (e.g., “Why is there a variance?”).
• Speed to Value: Accelerates the capture of cost savings by identifying and resolving execution delays immediately.