Fintech

Finance operations

Closing the books in two days instead of nine

Ledgerline's finance team spent the first nine days of every month matching transactions. An overnight agent now does the matching.

Client

Ledgerline

Industry

Fintech

Service

Finance operations

Year

2025

2 days

to close, down from nine

96%

of transactions matched automatically

The problem

Thousands of card and bank transactions a day, matched by hand against invoices and payouts. The close took nine days and the team dreaded it.

What we built

A reconciliation agent that runs every night, matches transactions across Stripe, the bank and NetSuite and explains each exception in plain words.

The result

The team now reviews exceptions over coffee instead of building them. The close takes two days, and audit prep went from weeks to an afternoon.

The problem

Thousands of card and bank transactions a day, matched by hand against invoices and payouts. The close took nine days and the team dreaded it.

What we built

A reconciliation agent that runs every night, matches transactions across Stripe, the bank and NetSuite and explains each exception in plain words.

The result

The team now reviews exceptions over coffee instead of building them. The close takes two days, and audit prep went from weeks to an afternoon.

“

The agent writes better exception notes than we did.

Marcus Hale, Controller

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