Snapshot
- Stage: Series C B2B SaaS.
- Entities: 4.
- Finance team: 9.
- Primary challenge: inconsistent close timing due to manual reconciliation effort.
What changed
The team implemented AI-assisted coding and reconciliation workflows, then configured approval routes for high-risk account areas.
Rollout sequence
- Pilot in one entity.
- Run two closes in parallel mode.
- Expand to all entities after acceptance threshold targets were hit.
Outcomes after 90 days
- Reduced repetitive coding workload across the team.
- Improved reconciliation completion before close week.
- Created a more predictable close schedule with fewer late-stage surprises.
Key lesson
The biggest gain came from process standardization. AI accelerated execution, but the operating model created the lasting improvement.
