Ledger

The problem

The finance team's month-end close ran on a chain of spreadsheet exports: pull data from the accounting system, paste it into a workbook, cross-check it against three other workbooks, and hope nobody's version was stale. Reconciliation errors weren't caught until close — sometimes days later — by which point tracing the source meant reopening every export in the chain.

Leadership's only view into the numbers was whatever the last export said, which meant every strategic conversation was working from data that was, at best, a few days old.

The approach

Instead of exporting data out of the accounting system, we built a dashboard that reads from it directly — a live sync layer that pulls transactions, categorizes them against the existing chart of accounts, and flags discrepancies as they appear rather than at month-end.

The close workflow itself became a checklist inside the dashboard: each reconciliation step shows its current state, who last touched it, and whether the underlying numbers have changed since. Nobody has to ask "is this the latest version" again, because there's only ever one version.

The result

Close went from a multi-day scramble to a same-day checklist. Discrepancies get caught as they happen instead of surfacing weeks later buried in a spreadsheet, and leadership can look at the dashboard for a real-time number instead of waiting for the next export.