Case Studies
See how accounting teams are eliminating the manual work holding back their close.
Salesforce to NetSuite GP Recon
The Pain
Revenue reconciliation between CRM and ERP was trapped in "Excel Hell" because transaction IDs didn't match. Matching depended on manual text manipulation of strings like "Order 3322" vs "Sales Order #03322".
The Fix
We built an intelligent matching engine that normalizes descriptions and auto-maps dimensions, shifting the team's focus from "doing" the recon to simply reviewing exceptions.
"Automated 95% of matches; push-button audit-ready reporting."
Dynamic Excel Reporting Suite
The Pain
The finance team needed flexibility that NetSuite canned reports couldn't provide: dynamic entity selection, toggling EBITDA adjustments above/below the line, and handling topsides—without breaking the tie-back to the GL.
The Fix
We built a live-connected Excel reporting model that serves as a single source of truth. It dynamically maps TB accounts to FS lines and generates P&L, BS, Cash Flow, and Equity statements instantly.
"Complex monthly reporting package generated in minutes, always tied to NetSuite."
Master Data Clean-up for NetSuite Migration
The Pain
A mid-market company with multiple legacy systems faced a "dirty data" crisis during a NetSuite migration. Excel VLOOKUPs failed to catch duplicates due to inconsistent naming conventions across subsidiaries.
The Fix
We built a custom Python + AI automation using semantic matching to identify and merge duplicates with high confidence, flagging only ambiguous records for human review.
"Project delivered in 5 days for <$10k, preventing a delayed go-live."
These aren't theoretical examples. These are real scripts running today for our clients, saving thousands of hours annually.
Pick one painful close task. We’ll automate it.
Assessment + prototype cost $0. If you don’t like it, walk away.