Month-end close, in an afternoon.
Finance
Document agent
Knowledge agent
Client
Northbeam Finance
Industry
Finance
Team
85 people
Build
18 days
Sheet
C-04
01
Survey — The problem
Every close meant 2,300 invoices, four bank feeds and a spreadsheet nobody fully trusted.
The team matched lines by hand, chased missing receipts on Slack and signed off late — every single month.
Invoices / month
2,300
Close time
3 days
People on it
5 accountants
02
Blueprint — What we built
03
Result — Measured after 90 days
month-end close, down from 3 days
invoices auto-matched
late sign-offs since go-live
Priya Raman
Financial Controller, Northbeam Finance
