Intuitive Surgical is a global leader in robotic-assisted surgery and developer of the da Vinci Surgical System.
Antho supported finance operations by designing Excel-based models to assess the accounting impact of surgical robot deal negotiations and building systems to reconcile over $2B in global revenue across entities — bridging strategy and accounting with scalable tools.
Our work with Intuitive Surgical centered around four pillars of focus
Executive Dashboards
We developed finance-focused dashboards that gave leadership visibility into deal performance, monthly revenue trends, and cross-entity variances — enabling faster, data-driven decisions across accounting and strategic finance.
KPIs & Platform Analytics
We designed and tracked key financial indicators tied to high-value surgical robot deals, reconciling revenue impact across global entities and surfacing metrics critical to both compliance and executive oversight.
Excel Modeling & Automation
We streamlined workflows between deal negotiation teams and accounting, integrating Excel-based models with reporting systems to ensure clean, consistent data across financial operations.
Process Documentation
We documented reconciliation processes and deal modeling frameworks, enabling continuity across teams, reducing manual errors, and simplifying onboarding for finance and accounting personnel.
Executive Dashboards
Intuitive Surgical asked us to create dashboards that could bridge strategic dealmaking and financial reporting. We developed executive-facing views that highlighted high-level revenue trends, deal performance, and reconciliation status across global entities.
Our solution centralized key financial metrics in a single interface, giving leadership immediate visibility while enabling accounting teams to drill into specifics. This structure supported faster decision-making and tighter alignment between strategic finance and day-to-day operations.
KPIs & Platform Analytics
Intuitive Surgical brought us in to strengthen the financial analytics supporting their high-value robotic surgery deals. We developed and refined KPIs to track the accounting impact of each transaction, aligning revenue recognition with operational milestones and deal structures.
By embedding these metrics into their monthly reporting workflows, we helped finance and accounting teams monitor deal performance, surface discrepancies early, and ensure revenue stayed properly aligned with both compliance standards and executive expectations.
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Excel Modeling & Automation
Intuitive Surgical’s finance teams relied on complex Excel models to forecast deal outcomes and assess revenue impact — but the models weren’t optimized for scale or clarity. We rebuilt these tools to streamline inputs, automate calculations, and clearly show the P&L and Balance Sheet effects of major surgical robot transactions.
By reducing manual work, eliminating formula redundancies, and improving structure, we enabled faster analysis, fewer errors, and more confident decision-making across accounting and strategic finance.
Process Documentation
We documented key revenue workflows and deal modeling processes for Intuitive Surgical, helping standardize complex financial operations across global teams. Our structured documentation reduced onboarding time, cut down on manual errors, and ensured consistency in monthly reconciliation and forecasting activities.
We also created clear reference materials for finance and accounting stakeholders, enabling new team members to quickly understand key systems and contribute effectively from day one.
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