Automated Month-End Close for a 40-Person Accounting Firm
A mid-size accounting firm was spending 3 days every month manually reconciling ledgers and generating client reports. We built a custom automation layer that reduced their close cycle to under 6 hours.
The Challenge
The firm's existing tools didn't talk to each other — data had to be manually exported, reformatted, and re-imported across three systems. Staff were spending 60% of month-end on data wrangling instead of analysis.
Our Solution
We designed and built a unified data pipeline connecting their practice management software, accounting platform, and reporting tools. Custom reconciliation logic was implemented to flag discrepancies automatically, and a branded client report generator was added to the workflow.
Results
Month-end close time reduced from 3 days to under 6 hours. Manual data entry eliminated across all three systems. Client report generation automated for 120+ clients.