Month-end close stuck in spreadsheets
Closing the books drags for a week — data exported by hand, mismatches chased across spreadsheets and email approvals.
What it costs to leave it
Who feels it: Finance and FP&A teams at growing and mid-market companies.
A slow close means the numbers you run the business on are always weeks stale, and skilled finance people spend their time reconciling instead of analysing.
50% of finance teams take 6+ business days to close the books each month. CFO.com
How we fix it
We automate the reconciliation and reporting that clogs the close — pulling from source systems, matching records on a schedule, and assembling the recurring reports — so the close runs faster and on data everyone trusts.
- 01Data pulled from source systems on a schedule
- 02Records reconciled and mismatches flagged automatically
- 03Recurring reports assembled from reconciled sources
- 04Finance reviews exceptions instead of re-keying exports
Systems that resolve it
For Finance teams. Most common for Mid-market companies. See our services and pricing.
Common questions
- We already have an ERP. Why is close still manual?
- An ERP holds the ledger, but the reconciliation between it and every other system — billing, CRM, payment processor — often still happens in spreadsheets. That's the manual layer we automate.
- Can you work with our existing finance stack?
- Yes. We integrate with the systems you already close on rather than replacing them, automating the matching and reporting steps that currently run by hand.
Fix this one first?
Book a consultation and we'll scope the system that removes this bottleneck for your business.
We typically respond within 24 hours