Case studies · Accounting
Accountants doing the judgment, not the data entry.
Month-end close went from two weeks of grind to a couple of days, and the team moved onto the advisory work clients pay a premium for.
Ledgerline's month-end close was two weeks of reconciliations, invoice chasing, expense categorising and report prep. Careful, repetitive, and easy to get wrong when everyone's tired and the deadline is Friday.
The firm's best people spent that fortnight on data entry instead of the advice clients actually value.
A finance manager described the reconciliation and chase-up rules the team ran by hand. Agents now pull the statements, match transactions, send the reminders and draft the report — and stop for approval before anything touches a client's books.
The manager isn't waiting on IT to change a rule. When a client's process is different, she edits the agent herself and it's live the same day.
Agents they stood up
- reconciler — matches statements against the ledger
- invoice-chaser — sends the reminder cadence, tracks replies
- expense-sorter — categorises spend, flags the odd ones
- close-report — drafts the month-end pack for review
Close dropped from two weeks to two days and the error rate fell with it. No one lost a job — the same accountants got their evenings back and moved onto advisory work.
That advisory work is what clients happily pay more for, so the firm grew revenue without growing headcount.
2 weeks → 2 days
to close the month
~90%
less manual data entry
0
client books changed without approval
“We didn't add headcount and we didn't cut anyone. We gave the team we already have their evenings back, and pointed them at the work clients actually thank us for.”
Tom Whitfield · Partner, Ledgerline
Build your first agent before the meeting ends.
Photograph by Towfiqu barbhuiya on Unsplash.