Customer · SMB lending · 250 employees
“Our close used to end on day ten. Now it ends on day two, and the audit trail is better than anything we typed by hand.”
Controller, Digital Lender Y
5×Faster month-end close
99.3%Auto-categorization rate
< 1%Re-classifications post-audit
Problem
Ten-day close driven by vendor-reconciliation work across NetSuite, Ramp, and Plaid bank feeds. Controller team spent the last three days chasing exceptions in Slack.
Solution
Bacumen's Finance Skill ingested bank feeds and expense data, classified against the GL, flagged duplicates, and routed only policy-threshold items. Journal entries were written back to NetSuite with citations to source transactions.
Result
Close cycle compressed to two days. Re-classifications after audit fell below 1%. Controller team redeployed 1.5 FTE to FP&A.
Customer
“Our close used to end on day ten. Now it ends on day two, and the audit trail is better than anything we typed by hand.”
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