The challenge

A finance team collected figures from several systems, reconciled them in spreadsheets, and chased approvals through email every month. The process was slow, difficult to audit, and vulnerable to errors discovered late in the reporting cycle.

They needed a dependable close workflow with clear ownership, validation, and real-time reporting status.

Our strategy

We built an automated reporting workflow that connects the team’s core data sources, applies reconciliation rules, and routes exceptions and approvals to the right people.

The workflow included:

• collecting reporting data automatically from connected systems
• standardizing entries before reconciliation
• running validation and variance checks as data arrives
• routing exceptions and approvals with automated reminders
• updating a real-time dashboard with close status and audit history

The results

• 80% faster monthly reporting
• Reduced manual spreadsheet work across collection, reconciliation, and approvals
• Real-time error detection before issues reached the final report

The finance team closed with fewer handoffs, a clearer audit trail, and immediate visibility into what was complete, blocked, or awaiting approval.