From invoice to payment
The Transaction Submission Portal takes every Triton invoice from upload to payment: AI reads it, the system checks it and the right people approve it - with an audit trail at every step.
AI
reads every invoice - no retyping
1portal
from upload to payment
Full
audit trail on every approval
The client
About Triton Partners
Triton is a European investment firm focused on the mid-market, with a strong emphasis on operational improvement. Founded in 1997, it has raised more than €25 billion and made around 600 investments across Business Services, Industrial Technology and Healthcare.
The challenge
What needed solving
Triton handles a high volume of invoices across many entity types and jurisdictions. Without a central platform, intake, validation and approval were spread across emails and manual hand-offs between teams.
Missing legal entities, liquidated suppliers and duplicate invoice numbers caused delays - and risked slipping through to the billing system. Nothing routed invoices to the right approvers, tracked their progress or kept a reliable audit trail.
Approvals enforced by the system, not chased by email.
The solution
What we built
A 2C engineering team worked closely with Triton to map a complex, multi-stage financial workflow, then built it into the Transaction Submission Portal (TSP): one place that takes every invoice from ingestion through validation, approval and classification to payment, with clear ownership at every stage.
- AI-powered intake that reads PDF and Excel invoices from SharePoint and fills in the transaction data
- Automatic validation against Triton’s data, with exceptions flagged for the Centre of Excellence (COE) team
- Approved transactions classified and routed to Unit 4 for direct billing, or to Funds
- Required Excel outputs generated automatically
- Email notifications routed by transaction type and controller
- Bulk approval and classification for high-volume batches
- A dashboard where each role sees its own transactions, with in-line editing and status tracking
The result
What changed
A fragmented, manual process turned into a governed workflow
Issues caught early, before they travel down the pipeline
Clear responsibilities, from COE coordinators to financial controllers
Approvals enforced by the system, with a consistent audit trail
Invoices routed, approved and classified without manual hand-offs
Inside the partnership
More work for Triton Partners
- Enterprise
A connected investment ecosystem
For three years a dedicated 2C team has built and run 10+ connected platforms for a European private equity firm - from investor onboarding to procurement, invoices and timesheets.
10+connected platforms, built and run
- Enterprise
Digital AML onboarding for investors
A 2C team built the platform that takes Triton’s investors through anti-money-laundering checks - from the first invitation through review and e-signing to final approval, with every decision on record.
8categoriesof investor, from individuals to trusts
- Enterprise
Paperless purchase orders
A five-person 2C team turned Triton’s paper-heavy purchase orders into a guided digital workflow, built around the one decision that was never simple - and cut processing time by more than half.
50%+less time to process a purchase order
- Enterprise
One view of every investor
2C owns the application layer of Investor Master: one structured, searchable place where Triton’s teams find, review and maintain investor data - with a focused view for every kind of work.
4dashboardsone for each way of looking at an investor
- Enterprise
From time entry to billing, automated
A 2C team automated Triton’s monthly time cycle for fee earners, assistants and time owners - from calendar-based entry to approved hours flowing straight into billing.
0manual steps between approval and billing
- Enterprise
From invitation to signature
For Triton’s Management Investment Programmes, 2C helped shape the plan before any code was written - then built the platform that takes each investor from joining a programme to signing the offer.
4formsconfigured in the database, not the code
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