Finance teams that stopped rebuilding the close
Controllers, CFOs, and accounting teams on what changed when the close started arriving prepared: faster closes, more throughput from the team they have, and people free to do the work they were hired for.
What the first close looks like
Customer voices
In their words
Finance leaders and accounting teams, describing the close in their own language.
“It's like the dream employee.”
“It really felt like having accountants doing stuff for you.”
“I go to get my coffee and when I come back maybe it’s done.”
“We reclaimed 15 days a month with Ledge.”
“I’ve been doing a mostly manual close for 15 years.”
“Copying and pasting is the vein of my existence during month close.”
“I get asked every single performance review about how they can grow.”
“I feel like we’ve plateaued. We made a lot of good improvements and then kind of got to where we can.”
“Taking out the long tail of 60%+ of the more menial tasks is SUPER valuable, and not just because it will save me money. It will allow those high-performing members of my team that have been trapped down the chain to be unlocked!”
Customer stories
Two closes, prepared
The rebuild has a worst chapter at every company. Here is how it ended at two of them.
How a mid-market software company got board-ready numbers days sooner
A multi-entity, venture-backed software company moved its whole month-end onto one checklist. Accounting Agents now prepare revenue schedules, payment processor reconciliation, accruals, payroll, and flux, and post to NetSuite on approval.
- 4 days faster to board-ready numbers
- 30,000+ subscription and payment transactions reconciled each month, as exceptions rather than manual matching
“We’d plateaued. We made every process improvement we could think of and still spent the first two weeks of every month rebuilding revenue. …”
VP of Finance, mid-market software company
How a mid-market ecommerce brand reconciled every channel to the bank
A multi-channel brand selling through its own store, marketplaces, and retail POS moved its whole close onto one checklist. Accounting Agents now tie every payout to the orders behind it and to the bank deposit, and prepare cash application, inventory and COGS, sales tax, and accruals.
- 4 days faster to a locked, reviewed close
- 250,000+ orders and payouts reconciled each month, as exceptions rather than manual matching
“… Now the reconciliation is done when we open the task, and the team spends its time on margin, not matching.”
Controller, mid-market ecommerce brand
Customer details in these case studies are anonymized to protect confidentiality.
What customers say changed
Different roles, the same shift.
Tasks that took hours of preparation open with the work done. From 5 hours of work to 5 minutes of review, and a close that lands days sooner.
Accounting Agents prepare the work inside every close task, so the team you have handles more entities and more volume without another hire.
When the preparation is done before they arrive, accountants review instead of rebuild, and the people hired for analysis get to do the analysis.
Your team could be next
to stop rebuilding the close
See an Accounting Agent prepare a task on your own NetSuite data, and hear how other finance teams got started.
