Finance Automation From Ledger to Board Pack

Overview

A multi-entity group consolidated its accounts by hand every month. We automated the path from ledger entry to board pack.

Challenge

Each entity kept its own chart of accounts and its own conventions. Consolidation meant reconciling not just numbers but definitions, every single month.

Solution

We mapped every entity onto one canonical model, automated reconciliation against source systems, and generated the board pack from the same data the close runs on.

Discrepancies now surface the day they appear rather than at period end.

Results

Month-end close runs 90% faster, and automated reconciliation holds 99.8% accuracy against source records.