Automating Financial Reconciliation and Reporting
When the CFO of a national logistics firm asked why month-end felt like a crisis every month, the answer was clear that decades of manual reconciliation and legacy workarounds had quietly become a liability. Long nights, last-minute reports, and finance teams drowning in spreadsheets were symptoms of a much bigger challenge: processes hadn’t kept pace with the scale of the business.
That changed when they deployed automation.
Within three months, reconciliation time dropped by 80%, board reports were delivered days early, and audit issues vanished. This wasn’t just a fix, it was a transformation that let finance step forward as a strategic partner to the business.
The Challenge
Disparate systems, disconnected logic, and heavy manual processing created inconsistency and risk. Errors crept in unnoticed. Analysts focused on data cleanup instead of analysis. Leadership lost confidence in the numbers.
The Task
Better Business by Design was engaged to modernise reconciliation and reporting using Intelligent Process Automation (IPA). The mission: eliminate low-value manual work, increase speed and accuracy, and return time to the finance team.
What We Delivered
- Connected source systems and aligned reconciliation logic
- Validated entries in real time and flagged exceptions
- Delivered structured reporting dashboards to finance leaders
Everything that could be standardised, was. Everything that could be accelerated, now runs 24/7. And everything that creates insight, is now in human hands.
Now Imagine…
You arrive Monday morning to find the books already closed, ledgers validated, and your board pack 90% complete. Not by miracle — by design.
Measurable Outcomes
- Financial close cycle reduced by 80%
- Staff hours redirected to strategic analysis
- Audit readiness score increased dramatically
- ROI: 6× within 3 months
Executive Proof: Why This Matters
- For the CFO: A credible, insight-driven finance function now leads — not lags — strategic decisions.
- For the CEO: Board confidence grows when reporting is consistent, fast, and right the first time.
- For the Board: Reconciliation is no longer a risk. It’s a strength.
Visual Note
Finance Elf reconciles glowing ledger entries while Integration Elf links live data feeds in the background; Results Elf shows a dashboard ticking green KPIs toward board day.