Home / Success stories / Solution blueprints
Finance close automation
Automated capture, matching and reconciliation that shortens the month-end close to days.
The challenge
The close takes weeks of manual reconciliations in spreadsheets, invoices are keyed by hand, and leadership sees results long after the month ends.
Our approach
We connect bank, card, billing and payroll data directly, capture invoices with AI, reconcile continuously with matching rules and exception review, and run the close on a checklist that feeds management reporting and forecasts.
Architecture
How the pieces fit together. Scroll sideways on small screens.
Key components
- Direct bank and card feeds
- AI-assisted invoice and receipt capture
- Rule-based matching with human review of exceptions
- QuickBooks, Xero, NetSuite, Sage Intacct or Dynamics 365
- CFO dashboards and cash forecasting
What you can expect
- A close measured in days, not weeks
- Reconciliations current throughout the month
- Less manual data entry and fewer errors
- Timely reporting leadership can act on
How we deliver it
Assess
Review current systems, data and goals, and agree success measures.
Design
Target architecture, security model, plan and fixed quote.
Build and test
Agile sprints with demos, automated tests and documentation.
Launch and support
Production rollout, knowledge transfer and optional managed support.
Have a data, AI or finance challenge?
Tell us what you need. Our team will set up a no-cost discovery call.