Stop wasting 10+ days on month-end close. Cut it to 2-3 days with AI-powered automation and streamlined workflows.
Your team spends 7-10 days closing the books. By the time you get results, they're already outdated.
Your team downloads data from 5 systems, copies into Excel, reformats, emails around for review. Every. Single. Month.
They're drowning in spreadsheets when they should be analyzing and advising.
I'll map every step of your current close process, identify bottlenecks, and document pain points. I'll interview your team to understand what's actually happening vs. what's supposed to happen.
Deliverable: Process map with recommendations
I'll build automated data pipelines using Power BI, Python, or your existing systems. No more manual downloads, reformatting, or copying data between systems.
Deliverable: Automated dashboards and data flows
I'll create templates, checklists, and standard operating procedures so your team can execute the close consistently every month.
Deliverable: Close calendar, templates, SOPs
I'll train your team on the new processes and tools. We'll run the first month-end together to ensure everyone is comfortable.
Deliverable: Trained team, documented processes
6-8 week engagement
Best for companies with 1-2 legal entities, single ERP system
8-12 week engagement
Best for companies with multiple entities, complex systems, or international operations
💡 Custom Scoping Available
Every company is different. Book a consultation to discuss your specific situation and get a tailored proposal.
Reduction in close time
From 10 days to 2-3 days
Less manual work
Automated data collection and formatting
Team morale boost
Focus on analysis, not data entry
"Let's get to work!"
Book a free consultation to discuss your current process and see how much time we can save.
Let's Get to Work - Book NowOr email me at tarak@tpatelfinance.com